What You Really Need in a CRM

Most often folks ask “what’s the best CRM?” and sure, I have a current favorite, always. It changes over time as technology and options change - but what we miss in this conversation is what does every program need to look for in a CRM?

It’s not just about how one particular person feels or wants to operate. Instead it should be about how it will serve your business.

Chances are you’re going to have to use a crappy CRM at some point. If you can adjust your thinking and know the things you want to accomplish you’re more likely to be successful.

For subscribers: We’re rounding up all the things that we look for in a CRM as an OSC and how we utilize our creative flex to make things work when we don’t have everything we need.