CRM software - 4 views

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  #1 wilova on 10 Dec 22

   

  Any good suggestions for a crm software. We are really dropping the ball when clients call. I dont know if we have called the client back and what their needs were. technical features of CRM

   

  <div class="cArrow"> </div><div class="cContentInner">Any good suggestions for a crm software. We are really dropping the ball when clients call. I dont know if we have called the client back and what their needs were. <a href="https://www.findmycrm.com/blog/crm-overview/what-are-the-functional-and-technical-requirements-for-crm-software" rel="nofollow">technical features of CRM</a></div>

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  #2 wilova on 19 Feb 23

   

  There are any number of CRM offerings that will work just fine, from free to nominal. Rather than bring in a disparate to Yardbook system, howabout using the Jobs > +Task function Salesforce Consulting Manchester? You could create the Task, assign it to the Customer account, as well as the staffer you want to handle it. This will then show on the day's calendar and you can then mark it as complete when they've been called back

   

  <div class="cArrow"> </div><div class="cContentInner">There are any number of CRM offerings that will work just fine, from free to nominal. Rather than bring in a disparate to Yardbook system, howabout using the Jobs > +Task function <a href="https://www.sailwayz.com/ " rel="nofollow">Salesforce Consulting Manchester</a>? You could create the Task, assign it to the Customer account, as well as the staffer you want to handle it. This will then show on the day's calendar and you can then mark it as complete when they've been called back</div>

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