What to look for in a CRM Implementation Partner?
Introduction: There are many organizations where they can employ their own internal team to implement CRM. What if the organization’s IT team is small and doesn’t have the bandwidth to implement CRM? In such a scenario, the company will choose to consider an implementation partner believing that they will receive what they need in a …
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Understanding Your Business Process
It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day …
Getting Buy-In from Users: Make It Personal
A new CRM implementation creates wonderful opportunity for positive change and growth within your organization; but successful implementations are as dependent on user adoption and satisfaction as they are the actual technology. It is thus important to individually reach out to every member of your team to get a sense of how the CRM implementation …
Who Will Be Your Company's CRM Guru?
When acquiring a CRM system, as with any change management, it is important that your organization select someone to lead the project and facilitate adjustments (and compliance) across all levels of operation. We affectionately like to refer to this leader as your organization’s CRM Guru – a key figure who is essential to successfully transitioning …
Why CRM Must be an Ongoing Program, Not a Technology Implementation - Part 1
Define, Build, Test, Deploy, Support….Upgrade. Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. …
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