One of the most useful but often overlooked features in CRMs is the ability to tag records to enable you to search, filter and sort your records. But tagging records can be a time consuming manual process meaning that records can go ‘untagged’ and consequently won’t appear when you search for a specific tag. Our […]
Month: September 2018
5 Tools to Reduce Time Spent on CRM Data Entry
According to a recent report conducted by HubSpot, 27% of people who work in sales are spending over an hour a day on data entry work instead of selling. This means critical time is lost to administrative work. rawpixel-602144-unsplash.jpg Typically most CRM’s require users to manually log details of any communications with potential prospects, but […]