Software Advice recently released their CRM Buyer View report, an analysis of over 5,000 interactions with companies evaluating CRM software. After the report was released, they interviewed Paul Greenberg, CRM and SCRM author, consultant, and speaker. Here are some insights from that conversation, which outline the core aspects of a great CRM.
A CRM must meet your needs
The needs of a CRM vary from business to business. From a small business perspective, automation is king. Automation is part of the fundamentals that helps small businesses run their organization more effectively.