Your clients are your No. 1 priority, right? So how are you managing their information and your relationship with them? Do you have all their information stuffed in a shoebox, or do you have an effective contact relationship management (CRM) system? Maybe you’re somewhere in between.

The difference between having the right and the wrong CRM system can make or break your business. Finding the right system for you isn’t an easy task. It’s also a personal task. Just because Mike next door is very happy and successful with his CRM system doesn’t mean it’s the right system for you. Every person, business, and situation is unique.

Scenario 1: Kevin wanted only top of the line for his team and chose one of the more expensive CRM systems. Unfortunately, it was too complicated and time-consuming, so in the end his team ended up never using it.

Scenario 2: Becky started out with a free CRM system, but slowly had to upgrade to a paid version to get the necessary options. In the end she was paying more than the average system, and was getting less in return for her investment.

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