The business of running a business is one of the biggest challenges facing freelancers. How we organize our contacts, manage email, and monitor and measure our sales process is pivotal to our success as business owners.
Implementing a Customer Relationship Manager (CRM) allows us to streamline and automate many otherwise time-consuming processes, and ultimately serve our clients more efficiently.
In this talk, I’ll highlight examples of how a CRM can improve your day to day operations and provide a checklist of key functions you should be looking for when sourcing the right CRM for your business.