CRM Utilization & Assessment Strategy
- 30 min30 minutes
Many small companies start organizing their data using paper files, spreadsheets, and other office tools. As they start to grow, they quickly realize how challenging it is to manage their customers and pipeline with these tools. PATHFINDER, powered by claritysoft, was created to arm small to mid-size businesses with a powerful, yet simple, tool to track key metrics that can lead to new levels of sales success. We believe a CRM should do more for the sales and service teams who use it, which is why we made a solution that is easy to configure and customize to fit your unique business. You will find our solution has the power of an enterprise CRM, yet it is intuitive and easy to use with minimal clicks and navigation to accomplish everyday tasks. We also have Partners that assist you in finding the right solution for your organization.