Two years ago, Rich Cornell decided it was time for him to venture into an independent business offering insurance and benefit solutions to employers. Having previous experience in this field Cornell knew that tracking leads and customers would be of utmost importance from the very beginning. As such, finding a CRM solution was one of his first orders of business.
As an experienced CRM software user, Cornell had experienced various problems with the previous tools he had used and, now starting a new business, he really wanted to find a solution that was simple, flexible, and cloud based. However he still had reservations about switching from the CRM tools that he was already familiar with, despite their shortcomings, to try something new.