Many companies assume that picking the “right” CRM will guarantee success, but strategy plays a far bigger role than software choice.
In the video below, Dan shares hard-earned insights on why so many CRM implementations fall short—and how to avoid the same mistakes.
If your CRM depends on individuals updating data in isolation, the system will likely gather dust. But when CRM is used to coordinate how departments communicate and move work forward, it becomes a true operational tool.
We’ve helped teams structure Sage CRM around process controls—and the difference in results is night and day. If you’re ready to optimize the way you use CRM, schedule a call with us today.