The point of all of these CRM software packages is to simplify the process of managing your client relationships. They also speed up client communications by automating tasks such as mail-merged letters, faxes, etc., to clients and prospects. They make tracking client communications, critical dates and sales opportunities a snap. They also can integrate your client relationship management tasks with your appointments schedule.
David Lawrence is president of David Lawrence and Associates, a practice consulting firm in Lutz, Fla.