Many companies will invest heavily in customer relationship management or CRM and rely on CRM software without having a solid plan, leading to mediocre results and poor return. So how do you use a CRM effectively? Start off by identifying your needs. Next, you need to have a plan. Decide how you are going to use your CRM to build your business. Make the most of the features available and consider signing up for a free trial before you lock down one provider.
