Thirty Second Thursdays – CRM Tip

By: Jenny Oister, MagHub Senior Account Executive

Having a log of all emails, phone calls, appointments, and notes in one area for the whole company helps me and anyone else working with the client to always know what is going on with each client, at all times. Plus, having a calendar that syncs to my Microsoft Office 365 calendar, I never miss a beat when prospecting and/or closing deals. Sending contracts with the digital signature link makes it easy for the client to digitally sign it and return it, helping the sales process move faster.

There you have it, the first Thirty Second Thursday Tip, tune in again next Thursday as our staff, and other MagHub users share their valuable advice as they use the system everyday. Curious to see how MagHub can improve your business? Click here to schedule some time with our Account Executives. Or, if you are a MagHub user and have a helpful tip, feel free to share it below.