If you work for a manufacturing company at which management has resisted implementing CRM technology because it either seems too complex to implement or you
A Project Management Office (PMO) standardizes project intake and execution, enabling organizations to concentrate on high-value initiatives and laying the foundation for successful project delivery.
You know your company needs a technology facelift, but choosing the right software for your business feels like navigating a maze. With a multitude of
A Digital Sales Room (DSR) is a microsite where a salesperson can share timely and relevant digital assets — personalized videos, presentations, and product brochures
Video is an under-utilized selling tool. A well-crafted salesperson-generated video can educate and engage a prospect or customer more effectively than a text email. The
Does your company need a CRM Usage Policy? The answer is unequivocally ‘Yes.’ Unless you operate as a small entity where daily close-knit interactions are
CRM consulting is often regarded as a monolithic service. However, it is more than one thing delivered by one person. Implementing a customer relationship management
The IKEA Effect can positively impact the success of your CRM project. This post will teach you about the effect and how it applies to
A mental framework of a CRM process can help guide your CRM planning efforts. Thinking in terms of processes can lead to better technology decisions.
Data quality in CRM is not just a technical issue — it’s proper business process definition and user adherence to agreed-upon standards. One-Minute Veo 3
The Customer Relationship Management (CRM) landscape is expansive, with vendors offering different flavors of this popular type of business software. The global Customer Relationship Management
Not every business needs or will benefit from CRM. They are few and far between, but they do exist. Other businesses don’t realize how much
Resources
® 2025 CRM Switch. All rights reserved.
