Want to improve the efficiency of how you use your CRM?
We will look at 7 changes you can do yourself in most CRM's to improve the flow and productivity. We will show tips common to most all CRM's:
- Updating the labels - Whether you say Customers - Clients - Candidates, etc. make the fields and module lables fit your business lingo
- More refined security - For some staff members do you need to hide some but not all fields?
- Better layouts - Do you want to tab type tab type in a specific order?
- Time reports - Wouldn't it be nice to get your New Leads report every morning at 8am like...clock work?
- Customer Portals - Make use of the feature that lets you communicate with your Client in a meaningful way and with the latest information
- Teams - Segment work, processes, and customers to distribute work more strategically
- Data Protection - Know important options such as exporting customers to Excel and deleting records and how they can be allowed or prevented
We will survey using EspoCRM a cost effective alternative to Salesforce, Odoo, MS Dynamics, & NetSuite..
You can login to the demo directly here: https://demo.us.espocrm.com
Any questions? Just let us know at breachrevelation.com
