A CRM (Customer Relationship Management) is an essential tool for any business that wants to organize its leads, customers, and other important data that can lead to sales.
Fishbowl integrates with Salesforce, the most popular CRM on the market. Combining manufacturing, warehouse, and sales data is a smart way to run a business.
In the video above, James Shores shows how using a CRM helps companies coordinate sales, marketing, social media, order management, customer support, and accounts to improve the sales process.
If you like this video, be sure to check out our many other Whiteboard Wednesday videos. They cover many topics touching on inventory management and other business issues.
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks, and small business. Fishbowl is the #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies.