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
For each business requirement that a CRM system can be configured or customized to address, there is often a decision as to whether the requirement should be delivered tactically or as part of a broader
When trying to decide how to approach your CRM implementation, it can be helpful to apply the GOST (goals, objectives, strategy, and tactics) model to help provide some direction. Using this model will provide clarity
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 don’t think it offers a substantial cost/benefit ratio, a popular
As a company that delivers CRM selection services, we are often asked who the top implementation partners are for companies that decide to go with Microsoft Dynamics 365 CRM. There are dozens of Microsoft Dynamics
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
So, you’ve just bought a new enterprise CRM system. Congratulations. It’s a big step for any business, but it’s also only one step (admittedly, a crucial one) in the many steps required to get a
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 —
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,
“You can lead a horse to water, but you can’t make it drink”. As it goes with horses, so it often seems to go with CRM systems. A common challenge we hear from clients and
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
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