Shayla Kripalani

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6 Questions to Ask Before Choosing a CRM

Posted by Shayla Kripalani on May 31, 2019 11:07:00 AM

This is an original article written by Megan Robinson, the VP of Marketing at @Revenue.

Still using Excel to track your networking connections? That might work, to a degree — but it isn’t scalable. You easily lose track of contacts, you miss follow ups and you can do better. Do you dream of a tool that tracks your pipeline, stores all your notes and automatically reminds you to follow up, or even does it for you?

That tool exists. Enter the Customer Relationship Management (CRM) system of your dreams.

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