Here’s the ONLY secret you need to know to scope out what you want in a CRM (and yes – it’s as sexy as a drawerful of unmatched socks) 🧦
It’s so boring compared to the other sexier stuff in CRM but it is the foundation of well designed systems.
What do you need it to tell you so that you can
– make better decisions
– make good decisions quicker
– identify key areas of weaknesses
– identify bottlenecks in processes
– etc etc etc
Once you have identified what reports and key information and insights you need, you can then plan and design it into the system to provide you the right information at the right time.
I was in my element, as we geeked out over data and projects (and her passion for boxing!) 🥊
If I knew how much fun this podcasting dooda would be, I’d have started it aaaages ago. 😁