The reason to use a CRM to help organize a business by gathering information in a structural way. There are different kinds of CRM's some are focused on marketing and sales, something also possible with JBA but we like to use the CRM as the connection between sales process, and all kind of functions that are common in a service related organization.

Do's and Don'ts

The CRM is meant to gather information and to help you navigate through this information. This means you do not have to start cleaning up from day one. Some basics is, use the “delete button” wisely. If you have a new product, what should you do? CRM content other than images don’t consume much data e.g. storage space. The trick is getting a proper way of grouping your information. JBA provides a couple ways of doing this in a couple using "Types" as an easy way to organize products or relations.

The system is great to archive something sold last year want to know more about it, take a look at the Quotation. Haven't heard from a customer for sometime always good to see what the last purchase was...

So what do you do when? You have the next gen of your product? Create a new one from copy you will have a history on specs whenever a customer asks about it. If you use a stock manager module (CRM Plus) you might not wanna mix different products. You can delete an account the contacts will stay but whatever the reason for saying goodbye the world sometime changes fast.