As a business or line of business owner, you may be asking yourself questions like these:
- How do I keep track of my customers and my company’s interactions with them?
- How can I track all sales and marketing activities with customers and prospects, as well as related service and support tasks?
- Is there a way to instantly view a customer’s credit status before completing a new transaction with them?
- Can I automate the invoicing process when converting an opportunity to a sale in CRM?