There’s no time like the present to set new goals. Accompanying growth goals is the desire to increase efficiencies, and one prominent way to do that is by following proven practices from other industries and making the shift from paper and spreadsheets to a customer relationship management (CRM) system. This move to cloud-based digital data provides reps easy access to historical information, current project status, and contact details anytime, anywhere via their mobile devices.

Because independent manufacturers’ rep agencies typically don’t have an IT resource, implementing a software solution can seem overwhelming. Fortunately, there are now plug-and-play solutions for optimizing … Read the rest