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How do I determine which CRM is right for my business?

How do I determine which CRM is right for my business?

With so many options on the market, it can be difficult to determine which software solutions is right for you. The first place I start with clients is to discovery what questions they are trying to answer about their contacts.  Some examples include: When was...
How can I discover what is important to my customers?

How can I discover what is important to my customers?

Ask. There is complexity and nuance around the process, but the solution starts with a conversation. How did you hear about us? What brought you in today? How did you enjoy your visit? Simple, direct questions lead to the wonderful discovery of what is important to...