This guide provides seven top tips for looking after your CRM to ensure it effectively delivers the benefits, relationships and data your can utilise.
Our approach to looking after it needs to be one of ongoing consolidation, training and development. It’s very easy to become complacent about something that’s in front of you all the time. It’s your job as its key champion not to let that happen. Everything from making sure documentation you have to support users is kept up to date, new staff are trained properly, and other users are supported properly will mean your tenure as ‘keeper’ of the CRM means it’s in good healthy shape for what lies ahead.