Why we Chose to Forgo Leads

Why we Chose to Forgo Leads

In our 15 years of helping Small and Mid-sized customers implement CRM systems (originally Salesforce.com, and for the last 7 years, Microsoft Dynamics 365), we have heard a lot of questions. Far and away, the number one question has consistently been: “What is...
The Case for a Simple CRM

The Case for a Simple CRM

Let’s face it, most CRM systems are either really complex, or too basic to provide any real value. This is a challenge for businesses of all sizes, but is particularly acute for the Small or Midsized business. Outlook and Spreadsheets We see many businesses...