Do you use a CRM?
Making the decision to invest in a CRM (customer relationship management) system for your business can be daunting. There's a lot of feeling that goes into it - fear, doubt, even guilt about investing in something that may not pay dividends.
The reality is whether you’re a financial advisor like myself or own a business of any sorts, when incorporated effectively, a CRM can revolutionize how you manage your leads and customers.
With all of the data at your fingertips, you'll have more meaningful conversations with leads and customers, and start generating more viable opportunities.
Plus, spending time on the front end streamlining this process will save you immense amounts of frustration later on by taking away manual updating and tracking processes. So in short, don't shy away from making the investment—it can save money in the long run.
What CRM do you use?
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