- Leads are lost and / or are not followed up
- Your marketing people do not know what products and services to sell to prospects
- Do not know the status or next steps required for a lead or a case matter to proceed
- Customer information is not available in one centralized place
- Employees do not know what products or services customers have purchased
- Employees do not know who to contact when a customer issue arises
- Customer issues are not resolved in a timely manner
- Reports are not available that tell employees or business owners how the business is performing
- Orders are often taken on paper, email and fax so are not shared or could be lost
- Customer service agents repeatedly re-create the same resolution to a problem
- Employees have their own data in excel spreadsheet (xls) that don’t get shared or are a pain to maintain and can’t be reported on.
