Start by using a CRM to facilitate just the 3 essential tasks. You can expand usage once these are mastered. Doing this will go a long way to establishing a strong work-flow - insuring your sales process continuously runs smooth.

Most CRM's provide countless functions and modules that rarely, if ever get used. They can be overwhelming, which can discourage companies from adopting and people from using a CRM. Before getting started, establish the results you want and what's realistic to achieve.

Don't don't take on too much too soon and don't attempt to implement the "perfect system" with all the bells and whistles and insignificant "want to have" functions right out of the box. That's a recipe for failure.

Don't let perfection be the enemy of good.

Start slow and focus on these 3 essential CRM tasks. Once you get started, we're confident you'll immediately begin seeing results that you thought were unachievable.