Solving the CRM Problem

Understanding the Sales Force

CRM is too difficult to customize. OK, so that wasn't just a few but you get the idea.Yesterday I spent 90 minutes on a conference call with a client (the president, IT guy, and 2 sales leaders) and their CRM provider (salesperson, regional sales manager and technical specialist) as they attempted to customize the application so that it would follow the sales process I developed for them, and provide an accurate forecast.

CRM 180