Activity
Mon
Wed
Fri
Sun
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
What is this?
Less
More

Memberships

V.I.C.E Method Wholesaling

5.6k members • Free

Tentmakers

5.5k members • Free

Wholesaling Real Estate

78.6k members • Free

AI Automation Agency Hub

328.5k members • Free

AgentVoice

578 members • Free

EZ Business Automations

29 members • Free

AI Automation Society

423.3k members • Free

1 contribution to AI Automation Agency Hub
CRM Optimization → Good Market?
I have talked with a few businesses that essentially just need to make their CRM work better. I, being the automation person, can do this. I wanted the advice of others who have either tried this or have found another product that works better. The idea is this: CRMs' are not perfect. There is a lot of manual labor done within the CRM but also from taking a process from Step 1 → Step 2, and then Step 2 → Step 3, etc.. Oftentimes companies seem to buy multiple other software programs for various steps in their process and there is a lot of efficiency moving from one software to another, hence an opportunity. What are your thoughts on this? I am trying to narrow down my offer to one or two things, and this is probably top of my list currently.
1 like • Feb '25
@Joseph Figueroa Correct. Do you have any insight on the post?
2 likes • Feb '25
@Salim Sayed thanks for the feedback. For me, I wouldn't restructure or have them learn anything. Rather, I would just automate within the system so they aren't spending time moving items from one tab to another, etc. If it's a hot mess to begin with, then it will still be a hot mess but just won't require as much manual effort to accomplish the same goals.
1-1 of 1
Zach Alfs
1
1point to level up
@zach-alfs-8542
AI & Automations | "Just Automate It" | I help businesses use AI & Automations to cut costs and increase profit. | BoringAutomations.io

Active 220d ago
Joined Jan 17, 2025
Powered by