|Posted on 6 May, 2017 at 4:40|
What is a CRM?
First up the acronym CRM stands for Customer Relationship Management.
In essence a CRM is a database used to store information about your customers.
A CRM isn’t about building a list of contacts from a stack of business cards you’ve collected.
You should use a CRM to create a complete profile of the Companies and Contacts you deal with.
Collect as much information about your contacts as you can. Notes and comments from yo...Read Full Post »
|Posted on 6 May, 2017 at 4:30|
PeopleTray has been developing the Project Management functionality and will soon have a seperate Project Management Module included in the CRM
|Posted on 19 March, 2017 at 5:10|
Use tags as additional Filters when sorting your Companies.
|Posted on 11 March, 2017 at 3:05|
You an add a video to checklists in PeopleTray
Use for training or inductions
|Posted on 1 March, 2017 at 21:35|
The purpose of the CRM WA PeopleTray Blog is to help PeopleTray Users maximise the efficiency of the Software