Post four of a series of five in which we focus on how to implement and maintain a lean, functional CRM. Five simple rules to set you up for an effective customer relationship management system that will provide you lasting benefits. We have addressed how to keep the system simple and consistent, an...

Post three out of five - five rules for a lean CRM - today we explore how to keep the team engaged. CRM can be a dull environment where sales people register their leads, opportunities, and account activities. CRM can be a good communication tool for what happened, is happening, and is likely to hap...