Anyone who’s ever worked on any kind of Customer Relationship Management (CRM) task – and, to be honest, that pretty much describes everyone reading this – knows it can be quite a hassle managing all the contacts, deals, callbacks, quotes and whatnots of client communication.
How many times have you scribbled some important note on the closest post-it you could find only to lose sight of it the very next day (or minute, for that matter)? Please raise your hand if you’ve at least once missed out on that follow-up email to a prospect weeks after sending your quote? It looks like we’re voting on something, right? Well, not any more.
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