Looking for Meaningful Ways To

Connect With Your Top 20 VIPs?

    

New Call-to-action


At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Enter Mass Amounts of Data Into CRM System

The Problem

Both the client and his associate with Delegate Solutions were spending a significant amount of time focusing on data entry into their CRM. This system, Client Look, was supposed to be a functional way to house customer data. However, it was far from useful without any contacts or information in it.

Read More

Posts by Topic

see all