Questions you should ask yourself before you populate your CRM system

Oct 4, 2011 by Helen

Because I spend so much time working with CapsuleCRM I am often asked to help people set it up for the first time. There is a temptation to just jump in and import your contacts but my advice is hang fire and spend time planning your CRM system to ensure that you get the most out of it. The first thing you need to do before you enter any data into your shiny new CRM is to plan it out, use a mind map or piece of paper if you like. Read More ... read more