Facing the Challenges of Choosing a CRM System

[Any number of times Agency Sales magazine has cited the benefits of MANA’s LinkedIn discussion page. What follows is another example of how valuable that resource is for association members. The following article on choosing a CRM system was recently posted there by MANA member Rick Campo.]

In 1992 when I started West-Tech Materials, the only thing people knew about a cloud was that it was in the sky. Working out of my house, as a single-rep operation, monthly I was calculating commissions by hand on a tablet, writing my trip reports on paper and faxing them to principals. I … Read the rest

Facing the Challenges of Choosing a CRM System

In 1992 when I started West-Tech Materials, the only thing people knew about a cloud was that it was in the sky. Working out of my house, as a single-rep operation, monthly I was calculating commissions by hand on a tablet, writing my trip reports on paper and faxing them to principals. I made phone calls out of a phone booth or from hotel lobbies.

I had three volumes of the Thomas Guide for Los Angeles, San Diego and Ventura Counties that served as my “Google Maps.” My CRM system consisted of a stack of index cards organized alphabetically … Read the rest