The other day, a few members of our product and sales teams got to talking about stories they’d heard recently from brokers. There were plenty of tales about legacy CRM systems and other outdated technology, but there were even more stories about offices stacked with paper and desktops crowded with Excel documents.
But to me, this story takes the cake. It’s about the real cost of relying on those antiquated systems to prospect and build relationships. (Names and locations intentionally left out!)