7 CRM Hacks You Can Do Yourself to Enhance its Value

Want to improve the efficiency of how you use your CRM?

We will look at 7 changes you can do yourself in most CRM's to improve the flow and productivity. We will show tips common to most all CRM's:

1. Updating the labels - Whether you say Customers - Clients - Candidates, etc. make the fields and module labels fit your business lingo
2. More refined security - For some staff members do you need to hide some but not all fields?
3. Better layouts - Do you want to tab type tab type in a specific order?
4. Timed reports - Wouldn't it be nice to get your New Leads report every morning at 8am like...clock work?
5. Customer Portals - Make use of the feature that lets you communicate with your Client in a meaningful way and with the latest information
6. Teams - Segment work, processes, and customers to distribute work more strategically
7. Data Protection - Know important options such as exporting customers to Excel and deleting records and how they can be allowed or prevented

We will make changes using EspoCRM, a cost effective alternative to Salesforce. You can login to the demo directly here: https://demo.us.espocrm.com

Any questions? Just let us know at breachrevelation.com

Host or Publisher Breach Revelation