Do you ever feel like you’re doing the work of two (or more) people? Maybe it’s because you are! As you begin thinking about how to restructure your department, get some perspective from our peers at LMA!
Original Midwest Member Content
For most organizations, a Client Relationship Management (CRM) system makes life easier by tracking interactions and supporting the sales funnel by acting as a contact database. But when appropriately integrated into your operations, a CRM has the potential to be so much more.
When COVID-19 came about, when did your firm make the decision to have employees work from home? The firm began working from home in mid-March. Our team has been amazing at adapting to the changes in our technology, communication styles, and the way we interface with our clients. What were your biggest struggles in adapting …