Giving the customer control

Giving the customer control
Alan Connor of Exchequer Business Management Solutions, the firm behind Prospectsoft CRM

It might not seem intuitive to let your customers dictate your schedule – but then again, they know better than you if your visit will be wasted

With the right tools, CRM can help a company’s customers self-manage their interactions, but it requires some creativity. That’s the message from Alan Connor of Exchequer Business Management Solutions, the firm behind Prospectsoft CRM.

“Prospectsoft isn’t proprietary to our Exchequer accounting software, which means that we can offer it as a stand-alone CRM solution. But what we have found in the last number of years is that CRM is moving outside of its...

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