Category: CRM

At it’s core, a CRM application is essentially a database for collecting and tracking various pieces of information, from contact info, to qualifying information, to activities and communications, to notes, etc.   It’s how you use it that determines the value that you and our organization…

As the President of First Direct Corporation, I face similar challenges and demands that many of my customers do – one of the key being – How to drive new and repeat business? It’s Monday morning, I’ve taken care of the urgent items on my…

There are many ways to measure performance including but not limited to quality, results and volume. Each is important in its own right. High volume with poor results and poor quality is unacceptable; good quality with low results and low volume is also typically unacceptable.…