I have worked with a number of firms recently who have recognised that they needed a CRM tool.

In three instances, the firms chose to heavily invest into expensive Salesforce licences. In all cases the firms have not achieved anywhere near the return on investment that they may have hoped for. So what has gone wrong and how can things be changed?

Client meetings are your golden ticket to unlocking new revenue opportunities. Before you walk into that meeting room, run through this checklist to ensure a productive and meaningful discussion.