CRM Archives

4 Things to Look for in a CRM for Your SMB

2021-09-23T10:31:00-06:00By thebauengroup|

Choosing the correct CRM for your small business is a complicated decision. There are many factors to consider and making the wrong choice can be a costly mistake. Once you have selected a CRM it will become an intricate part of your company’s operations. I have laid out 4 factors that we have found critical to selecting the right CRM for our small business clients. Is it scalable? Small to medium size businesses always should be thinking of the future. Adopting a new CRM can be a daunting process, with the time it takes to train staff and figuring [...]

Know the Difference Between Lead and Contact; CRM by Microsoft Dynamics

2021-12-20T07:30:33-07:00By thebauengroup|

CRM leads vs contacts? There is a piece of software for anything you could imagine. And if what you are looking for is not already out there, you can build one. You may find yourself suffering from decision fatigue by just thinking about the plethora of applications, additions, and features you can choose. We understand this. As the phrase ‘CRM’ may sound like another acronym floating around in the six inches between your ears. But customer relationship management software is how you facilitate cohesion within your business, streamlining the customer lifecycle and creating interagency connections. Let us explore the [...]