1) Has your CRM system’s storage space reached its limit? – This can cause your CRM system to run slow.
2) Is your CRM system being backed up daily? – Off-site backup is highly recommended to prevent loss of data.
3) Do you have a support package in place? – This gives you priority response time from engineers regarding system issues or general support questions.
4) Are you going to need a license renewal this year? – Find out how to get discounts on multi-year agreements.
5) Have all of your users been trained on using the CRM system? – We have free training videos online and offer training classes.