A Blueprint for CRM Success: Additional Insights and Replay Available
SugarCRM
JANUARY 30, 2019
Amongst many things we’d like to gain from a CRM is automation of invoicing / renewals processes. What are the capacities of CRM to link with eg bank accounts, currency conversions for invoicing. Is the technology there – and reliably there yet? legal contacts, finance contacts, suppliers, agencies etc?
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