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A few of you might say you already do – you’re using your accounting system, maybe a database program, or you’ve got your spreadsheets, e-mail inbox, and all those files in your cabinets.
And that is a system, too, I’ll agree. But it’s not an effective or efficient system.
Without the right technology, all the data stored throughout your company is being poorly managed and doesn’t help create strong, productive customer and prospect relationships.
However, quite a few contracting companies are discovering the need for a Customer Relationship Management system (also called CRM