Does your CRM Import and Export your data in a way that is helpful and efficient?
October 26, 2020
CRM systems are often robust and complex in their functionality and getting data in or out of these systems can be very challenging. When we look at the top players in the CRM industry for small to medium size businesses, we see a wide array of functionality that allows clients to import and export data utilizing web-based admin tools. But is the format of the data coming out of the system really what the client needs, or does the client have to jump through hoops and massage the data to get it in a useful format?Read more