How to Use CRM Software Effectively as a Small Team - Lilach Bullock
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How to Use CRM Software Effectively as a Small Team - Lilach Bullock
Bottom line: A small team uses CRM software effectively by stripping it down to the three or four things they’ll update every day, not the forty fields the vendor demo showed off. Pick one owner, cut the fields, set a five-minute weekly habit, and review what’s being logged after thirty days. The software was never the hard part. Getting five busy people to type things into a box consistently is the hard part. Why most small teams already have a…
How to Choose Collaboration Software Your Team Won’t Ignore
Teams rarely announce that they are rejecting new collaboration software. They simply keep sending updates by email, storing files in familiar folders and asking for project status in private messages. The new platform stays open in another tab, officially adopted, practically ignored. That is why I would not begin with product comparisons or feature lists. […] The post How to Choose Collaboration Software Your Team Won’t Ignore appeared first o…
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