White Paper
Managing your CRM/SFA
Find out how to manage your CRM solution to improve customer interactions and maximize sales performance.
Download the white paper
This white paper gives you an in-depth look at best practices and strategies for managing your CRM/SFA effectively. Discover how to customize your solution to meet your company's specific needs, practical tips for setting up and maintaining your tool, and optimize your business results.
Set up your CRM and reports
Follow our step-by-step guide to setting up your CRM and reports to meet the specific needs of your company and sales team.
Integrate your CRM with your processes and tools
Centralize data, break down silos and create synergy between your different departments and tools.
Train users
The effectiveness of a CRM depends largely on how it is used. Accompany your sales reps to optimize their use of CRM.
Upgrade your CRM
An effective CRM evolves with your business. Identify potential improvements, focusing on the technical aspects and the CRM's fit with your business processes.
To download the white paper, please fill in the form below 👇
