A strong sales force is the backbone of many companies, but that team faces its own particular hurdles. Lead generation and cold calling, for example, are onerous tasks. Many businesses expect their sales staff to be responsible for all of their own prospecting. This may not be the best approach.
Businesses often make the mistake of picking a CRM that only provides basic automation. Scrutinizing third-party plug-ins and integration is equally important. A CRM that offers integration with invoicing tools, for instance, is a smarter buy because you don’t have to run two different programs to manage your sales and billing differently.
One of our integrations is invoicing through the FreshBooks platform. As Jesus Hoyos says, “Having invoice documentation in your CRM software system certainly seems like a smart thing to do,” and we wholeheartedly agree.