The key to a successful CRM implementation lies in your own hands, as it is almost never the technology that causes it to fail. Processes and responsibilities, team involvement, a clear objective – all these are vital building blocks for the success of your CRM project.

Your to-do list and checklist now directly in the CRM SmartWe App Store: With our new to-do and checklist for the CRM SmartWe, you get 2 in 1: You can record the necessary to-dos directly in the respective record, organize subtasks via drag & drop, and visually track progress. In addition, you can focus your day with your own to-do list or checklist, so that you stay in control of your day – and not the other way around.

Here you’ll find a comprehensive insight into just how much more enjoyable, efficient and organised your working life becomes when you finally take the leap from Excel spreadsheets to a professional CRM system. Instead of spending hours searching for lost email threads or scattered contact details, all information relating to customers, members, partners or projects is available in one central location. Contact history is documented in full, tasks, appointments and projects can be clearly tracked with a 360° overview, and everyone in the team has immediate access to up-to-date data – regardless of whether they’re working in the office, from home or on the move.