The most fundamental requirement for growing a business is having sound sales processes that can be tracked, measured, and audited. Such processes must be written down and followed closely, not shared through word-of-mouth like an urban legend. A documented sales processes allow your clients to create a repeatable blueprint for success.
So where do they keep such data and monitor their results?
Ask These Questions & Help Your Clients Act on the Answers
An excellent way to determine your need for a Dynamics 365 CRM system is to assess how well they are handling the essential business functions listed below with the related questions.
If you are trying to keep track of the above information in something other than a CRM system, well lots of luck. How well is that working out for your growth plans?
We like Microsoft Dynamics 365 CRM in the cloud for addressing these needs.
Let me know how I can support your efforts as a resource – call Bob 330-929-1353 x5224