Most CRM platforms available in the market are generic tools structured to fit a broad group of markets and potential customers. As a result, they have some of what you want but they take a lot of customization to get them to really do what you need. The vendors charge you to try to make it fit, or you have to buy 3rd party add-ins to do things like forecasting or document management. It all costs more and it still doesn’t quite fit your workflow and deliver the ROI you need.
How can you solve this issue and achieve a more efficient sales process for your business?