Congrats! Your sales team is successfully leveraging your CRM system to manage their leads, develop their pipeline and increase sales. But what happens after the sale?
What happens when the order is placed?
When the order is shipped?
When the services are delivered?
When the invoice is sent?
When the money is collected (or sometimes when it isn't)?
What happens when the customer has an issue?
When they want a different product or more services?
All these customer actions/interactions happen, yet often they aren't captured in any system. Or perhaps, they're captured in multiple systems, databases, or spreadsheets that aren't tied together, or "integrated".