How to start with CRM
“Everyone says ‘you need a CRM’ but I don’t know where to start”Confused small business owners everywhere
It’s all very well knowing you should probably get a CRM, but choosing one and then implementing it successfully can be leaps into the unknown. Here’s how Connectably users do it:
- Set a plan for what functions you’ll need
- Review potential CRMs against that checklist
- Take a trial with your preferred choice
- Set aside time weekly to implement what’s important to your business
Check out our free CRM checklist to jumpstart your selection.