Modernizing Customer Relationship Management with Software

Platforms such as Microsoft Dynamics and SalesForce are helping businesses streamline communication, sales, operations, and finance, but implementing these systems can be challenging. In this presentation, Ryan Wade of Lutz Tech highlights the benefits of modern ERP and CRM systems and what you need to know before choosing a solution.

Key Takeaways:

• Benefits of using software to streamline communications, sales, operations, and finance.
• Risks of implementing a CRM or ERP.
• A highlight of popular software such as Hubspot, SalesForce, and Microsoft Dynamics.
• Tips for evaluating if your company needs this type of software and when to get started.