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Current popular CRM systems demand that you feed them with loads of information. Furthermore, when you need information you have to invest time in searching for it. Where is the sense? A single mouseclick is one too many when you are in the heat of the battle.
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CRM systems contain a massive amount of information, but is it really relevant to 90% of users? No? Avoid information overload by displaying only what’s essential to the main stream users
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Tired of asking your sales team or colleagues to share customer information? Give them an effective tool that they love to use and you will have to ask no more.
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What must be done today? What first? Multiple sources of information may distract you and your team. Concentrate on the goals and stay focussed. Start with the right tools.
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Individual knowledge is valuable, but to really blow away the competition you need your team to be both strong and well informed. Should a member of your team notice that a major competitor is closing in on your biggest customer, you want this information shared throughout the team quickly and efficiently.