From being able to manage leads at a faster rate and with less hassle to being able to cut back on forgetfulness and human error in the workplace, CRMs are here to stay, and here’s why!

Erika Navarette and Gavin Koontz were Neil Thobani’s first thought when I mentioned doing a podcast episode with Smart Financial. He saw a great opportunity to share the expertise of his team with our audience and we couldn’t agree more! Erika is an Account Executive Team Lead with Smart Financial and Gavin is a Senior Account Executive.

We wanted to work with Smart Financial for this episode because when the world went remote, it was usually a company’s technology that helped determine if they would be able to transition an office that had once been in-person. CRMs are browser-based customer management tools that, for many, have already been the edge up in their field. Erika and Gavin help break down why that is and what things to look for if you’re in the market for your own CRM.

Want to learn more about this episode and our Podcast? Click here: https://www.doubleasolutions.net/everyday-business-solutions-podcast/

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