As we progress through the COVID-19 pandemic, an increasing number of businesses are beginning to ease their restrictions and open up the economy. Although there were a number of essential services that remained open to the public over the last few months, many workplaces have transitioned to having their employees working remotely; some even temporarily closed.

In case you were not able to attend the webinar How CRM can help you Navigate the Changing Landscape, which is now accessible on-demand, we have created a recap with the highlights of ways you can leverage your CRM to excel at all levels in your organization.

The COVID-19 pandemic is serious, and many companies are taking all the necessary steps to ensure the safety of their employees and the community. ​ However, work still needs to be done, sales need to happen, opportunities need to be pursued, and service issues need to be resolved.​ In order to complete these tasks, it is important to have tools in place to allow employees to collaborate, whether they are working from home or in an office. That’s where Customer Relationship Management (CRM) Systems come in. ​

For years, and for multiple reasons, many of our clients have under-utilized the capabilities of the CRM software they already own. ​But now, due to COVID-19, many are being forced to revisit and leverage the unused features of their CRM systems.

Customer Relationship Management (CRM) solutions help businesses store customer and prospect data, track sales processes, track customer satisfaction and more. However, when a CRM system has not been upgraded there are many things your business may be missing out on, such as the system not running to its full potential or the inability to access important features. We have compiled a list to help assist you in determining if it is time for a CRM system upgrade.