In most mid-sized companies, all of their customer information is compartmentalized and not accessible when it is needed. Often, we see lead lists from marketing, spreadsheets from operations, historical customer sales in the accounting system and notes from the sales team in their Outlook, so getting the full picture of a customer is practically impossible.
Recognizing that there needs to be one place to see everything about a customer inside of a CRM is the first step. However, the challenge they often face is the adoption of the tool by all the many different employees within their organization.
Here are 3 areas a company needs to focus on when choosing a CRM that will work for thei...
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