I work for a small company with 8 sales people nationwide and I have recently been promoted to National Account Manager. As of right now we don't have a CRM.Mostly because all of the reps are older and have been with the company for 20 years.
I need something that can help me organize my accounts and the various branches that each rep calls on and the various opportunities. I don't really need it to sync with email or phone calls. I just need to be able to sort each account several different ways.
Any suggestions?
I need something that can help me organize my accounts and the various branches that each rep calls on and the various opportunities. I don't really need it to sync with email or phone calls. I just need to be able to sort each account several different ways.
Any suggestions?