As business owners and entrepreneurs, it is essential to have a program that can store, organize, and process large amounts of information. Whether that be your clients, leads, prospects, or KPIs (key performance indicators), utilizing a CRM (client relationship manager) in your business can be the difference between failure and success. In today’s episode, Scott and Cade share their thoughts on how the tools, automations, and integrations of a CRM can be best utilized to scale your business. After changing CRMs twice in the last two years, they also share their own transition and growing pains with getting acquainted with their new CRM, Pipedrive. We hope you enjoy today’s episode. As always, if you have any questions or feedback please reach out to us on social media:
@sfarrow011
@cadeberrett