Strategies for CRM Opportunities
JUNE 28, 2017
The first thing we want to be clear about is how GreenRope is different from some other CRM platforms. On a personal level, I have no idea why CRM evolved this way to make things more complicated. If you have legal requirements that must be met (such as a government form that must be filled out), or if you have approval steps that muzst be granted (such as a sales manager must approve the final price you are putting in a proposal to the lead), checklists are the way to go.