Salesforce Essentials

In a highly customer-facing industry like law, keeping track of clients takes a large portion of time from what lawyers should be doing; practicing law. Many have had the stance that most others slow to adopt CRM systems have, they just hate entering all the data. If all of your communication and data about the clients is stored in emails or spreadsheets, it's time to think about a different solution. Customer relationship management (CRM) systems are utilized across nearly every customer-facing industry for good reason, they work. What is a CRM system? Read our blog post that describes CRM in…

We have all seen advertisements at hockey and football games for Salesforce, but many aren’t sure what it does. To put it simply, Salesforce helps you manage your company’s customer relationships, it creates a single “source of truth” for the information on your customers. Salesforce is generally meant for large companies, however, there is a version for small businesses that is just as powerful; Salesforce Essentials.   Many long-standing small businesses at first cannot see the value in Salesforce Essentials, they have gotten this far without it, why implement such a thing now? Many will not admit it, but the…