/

DIY CRM Requirements?
Should You DIY Your CRM Requirements?

You have wisely decided to gather and document your organization’s high-level CRM requirements before engaging CRM vendors and sitting through demonstrations. This process means interviewing stakeholders and representative end-users, taking voluminous notes (involving a scribe

Read Post   →
CRM Implementation Strategy
A 5-Step CRM Implementation Strategy

Maintaining relationships with customers can be challenging. With or without a CRM system, some businesses will always be better at it than others. Maintaining good relationships is not something that happens automatically. It’s not something

Read Post   →
6 Example Of How To Use CRM Dashboards
Examples Of CRM Dashboards

One of the most common requirements we hear about when speaking to businesses that are beginning, or in the midst of, a CRM evaluation is “dashboards.” It’s not an unreasonable requirement by any stretch —

Read Post   →
Will Your ERP System Integrate With CRM?
Will Your ERP System Integrate With CRM?

Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two products that go great together. CRM simplifies and standardizes customer interactions, ensuring a steady flow of sales into the business. ERP streamlines business processes,

Read Post   →
5 CRM Implementation Myths
5 CRM Implementation Myths

As those who have been through the CRM selection process know, once a particular solution has been decided on, there’s still a lot of work left to be done before a new system goes live

Read Post   →