Common Mistakes and Problems in CRM Implementation – and How to Avoid Them – part 1/2
For many companies, implementing a CRM system feels like an exciting leap toward better sales performance, smarter automation, and seamless customer management. Yet, a surprising number of projects don’t live up to expectations. Teams lose motivation, systems go...
Case Study: Automating Operations for Watertanden Catering
Running a catering business often feels like a high-stakes juggling act. Between handling client inquiries, preparing detailed offers, confirming orders, and managing logistics for multiple events at once — it’s easy to snowball into big problems from small...
CRM Implementation for Mortgage Advisor Businesses
Mortgage advisors are professionals who provide advice and assistance to individuals and businesses looking to purchase or refinance a home or commercial property. They help their clients to understand the various mortgage products available, assess their financial...
