Relieving the CRM “Tax” Burden
by Dave Whiteside, Director, Client Growth & Success
I often see charters and business cases with a list of desired CRM benefits that look like this list below:
- Better client relationships….
- Less client attrition….
Are You “Taxing” Your CRM Users?
by Dave Whiteside, Director, Client Growth & Success
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax?