No easy answers

What's the best way to tie a bow?
Or to catch fish?
Or to improve your health?

For these questions and a thousand others, there is no “one right answer,” except perhaps this:

It depends.

It depends on where you're starting from.
It depends on what you're trying to achieve in the long run.
It depends on the options and resources that are available to you.
It depends on your unique situation.

If you Google those questions, you’ll find dozens of clickbait articles offering easy answers. If you're lucky, one of those answers will fit your situation.

But chances are, none of them is exactly right.

Here's the thing:

The same is true both for your CRM strategy and for any particular tactic you might implement to achieve that strategy.

In terms of tactics, your open source CRM may offer a dozen ways to accomplish any particular task.

In terms of strategy, the possibilities are even more open-ended.

Either way, there's usually no easy answer — no "one best way."

But if you consider your goals, limitations, resources, and starting point, you can probably find a way that's good enough. (And because resources are always limited, “good enough” really is good enough.)

And if you need help, your CRM coach can probably suggest some options you hadn't thought of.

So you can find the one best way for you.

All the best,
A.