Buying CRM
5 Questions to Ask a Prospective CRM Consulting Company
Your company is switching to a new CRM system and you are interviewing CRM consulting companies as part of the process. While there are a
September 18, 2011
Recent Posts
Buying CRM
5 Reasons Companies Make a CRM Investment
At CRM Switch, we are true to our brand and mainly cover topics related to switching from a legacy CRM system to a new one.
August 13, 2011
Buying CRM
CRM Ease of Use vs. CRM Adoptability
Over a decade ago, when CRM was a relatively new technology, certain systems were notorious for being difficult to use — particularly for salespeople. CRM
July 8, 2011
Buying CRM
10 Questions to Ask Yourself About CRM Vendors
If your company is considering switching to a new CRM and is looking into the various vendors, here are a few questions that you can
July 7, 2011
Data Migration
The Essential Steps of a CRM Data Migration
A proper CRM data migration is often more than a simple point and click proposition, despite the ability of CRM applications to import data and
June 23, 2011
Buying CRM
5 Reasons Companies Upgrade Their Old CRM System (Instead of Buying a New One)
Many companies choose to perform a CRM upgrade of their existing, legacy contact manager or CRM system rather than switching to a new system. The
February 5, 2011
Data Migration
ACT! Data Conversion Questions
If you are planning to migrate your company’s ACT! data into a CRM system, there are a number of questions that you can ask yourself
November 7, 2010
Data Migration
8 CRM Data Migration Best Practices
CRM data migration can be performed in a “quick and dirty” fashion, or it can be done with careful forethought and execution. With the right
October 24, 2010
Data Migration
Migrating CRM Data Isn’t Always as Easy as Point and Click
Data migration software vendors sometimes portray their CRM migration software as a simple, point and click, drag and drop solution.
August 4, 2010
CRM
Contact-Centric Contact Managers vs. Account-Centric CRM
Legacy contact managers, by definition, are contact-centric in their design. Each contact is a separate record and does not contain a unifying, company ID. While
May 1, 2010
CRM
Using Flat CRM Fields vs. Related CRM Tables
Relational Data in a Flat File Database Certain legacy contact managers do not allow for the creation of custom tables (objects). As a workaround, when there are
April 22, 2010
CRM
Why Switch to a New CRM System?
Today’s business environment is more of a moving target than ever. Employees are demanding increasingly more from the business productivity tools that they use in
February 23, 2010