I speak from a slightly biased opinion in that I am already a convert to the benefits a CRM (Customer Relationship Management) system can bring to an organization. But the overriding questions remain. · Does everyone need a CRM system? · Will a spreadsheet do? · When should you switch from Spreadsheets to a CRM system? Over the course of my career, I have worked for, and with, companies who had a very differing opinion on CRM systems. Early in my career I was thrown in at the deep end with a combined CRM and ERP (Enterprise Resource Planning) setup supplied by IFS . This was long before the days of cloud-based systems and the whole thing operated on a single server based at the head office. Logging into the system required a VPN connection and anything less a perfect internet connection meant the VPN connect would dip and you’d have to start again. Coupl...
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