In my former life I was a database administrator. Today that is an antiquated title but one that I have developed over the years in all my positions and as a business owner. I actually enjoy evaluating database tools. It comes natural to me after almost 20 years of working with them.
When I work with clients we examine their workflow and how they could reduce errors, rework and tracking. This plays into many areas that affect productivity. Part of this is looking at the tools they are using and if they are effective. I came to the understanding that most businesses did not have a clear set of criteria for what they needed. This contributed to underutilized or ineffective CRMs. I wrote my next article to help others with evaluating what their CRM should be doing for them. It makes the weeding our process much easier and effective. ...click here to learn more