CRM 201: Become a Contact Relationship Management super user

Keys to CRM success: Think about people (who are using it), personas (who you want to track), product (what you are selling) Last month we shared some tips on how to get started with CRM (contact relationship management) tools, including how to plan for success and some of our favorite tools (get caught up with [...]

CRM 101: Setting yourself up for success with contact relationship management

It’s easy to get drawn in by the siren songs of CRM (contact relationship management) tools. They promise greater efficiency, better data, and best of all, more sales – who doesn’t want that? But many startups and small businesses stumble when getting started with a CRM. Analysis paralysis can prevent them from getting started, or […]