Salespeople should be an integral part of the design and implementation process, as they know best how the software will be used. Incentives and training are a key part of getting the sales force to ...

Discover practical tips to tackle common CRM challenges and ensure a successful implementation process.

By identifying these risks early in the process, you can mitigate their impact, thus increasing the chances that CRM system implementation succeeds and pays off. Here, we’ll go through some common CRM ...

Not too long ago, advice to keep a CRM implementation simple would have focused around due diligence for the application. It would have focused on negotiating the best deal with a systems integrator.

The CRM strategy supports the overall business objective by building and leveraging client relationships for a sustained competitive advantage. A CRM initiative that is supported from the top and has ...

Customer relationship management (CRM) software implementations have a notorious reputation for falling short of expectations, and with good reason.

Most Customer Relationship Management or CRM implementations are governed by an incomplete vision, one that is far too internally focused, and as a result, they are quietly failing to live up to ...

CRM is an automation tool, and you can’t automate a process that doesn’t exist. There should be agreement on order, labels, best practices, etc. before deciding which software package to use.

CRM needs to work for you, not against you. This guide will tackle those tricky bits head-on and give you practical tips to sail smoothly through the process.