Why CRM is More Important Than Ever

by Betsy Chase

According to business intelligence experts, Customer Relationship Management (CRM) plays a significant role in any business. Morebusiness decisions are being made based on customer data than ever before. That is why it’s important to your...

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Filed under: CRM

CRM and the Savvy Service Manager

by Betsy Chase

A Service Manager’s role includes much more than just mechanical knowledge. Customer Relationship Management (CRM) skills, the ability to up-sell, and the effective use of technology are additional—and critical—components to a successful service...

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Filed under: Service Manager, CRM

Are you Tracking Your Business in Real-Time?

by Betsy Chase

In a world where we’ve gotten quite used to knowing about and responding to an event almost immediately as it occurs, it only makes sense to use the same approach when tracking and responding to information related to your business. For example,...

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Filed under: Data

Record Retention – What Needs to be Kept and for How Long?

by Betsy Chase

Many business owners wonder how long they need to retain certain documents or records. A comprehensive records retention schedule captures all the types of documents created and used by a company in the course of its business and indicates how...

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Filed under: Legal Issues, Data

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