Category: CRM
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CRM Implementation Series: Client Preparation
In the last blog in this series, we talked about Caron’s approach to CRM Implementations, specifically System Design. In that blog, we talked about the six best practices for requirements gathering. In this blog, I will focus on another perspective – what role you, as the client, play in CRM Implementation project. Do you play a…
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5 Reasons Why CRM Enables Better Customer Service
Businesses depend on their relationship with their customers. Customers want to work with companies they know, like, and trust. That confidence is built by providing outstanding customer service. In our digital age there are tools that enable businesses to provide enhanced customer service. A CRM (customer relationship management software) is one of them. To help…
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Backup vs Disaster Recovery Plan
Most of us understand that backing up data is a necessary part of our work world since almost all of us store critical information on the company’s file server. A backup system is very much like a smoke alarm. We know we should have one but we hope we never have to us it. Data…
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CRM Implementation Series: CRM System Design
Part 2 of The CRM Implementation Series. When we work with clients on the design of their CRM software, our first step is to understand their requirements. To design a system to meet a customer’s objectives, we must have a detailed understanding of what those objectives are. The requirements gathering process must follow a disciplined…
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“Back to Basics” ideas for implementing a CRM program inside a business – Part 5
If you chose your CRM solution carefully, it should be flexible enough to adapt to evolving customer needs. Remember to test the software implementation before rolling it out. Never lose sight of the fact that the customer is the reason for your CRM implementation….
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“Back to Basics” ideas for implementing a CRM program inside a business – Part 4
It’s easier to start your implementation with a departmental focus, but when everyone in the company is connected to CRM – that’s when you’ll see the most exciting benefits of the software. Everyone has instant access to the critical information they need to keep driving the business forward…
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“Back to Basics” ideas for implementing a CRM program inside a business – Part 3
By integrating your accounting system and CRM, not only will you improve productivity, you are also able to report an immediate return on investment. A CRM solution should be accessible to you staff though different platforms, such as mobile devices so they are able to…
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“Back to Basics” ideas for implementing a CRM program inside a business – Part 2
Planning and preparation are essential first steps when considering a CRM system. These plans should include establishing a budget, planning for the costs associated with identifying vendors, testing applications, implementation, integration, training, and support…
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“Back to Basics” ideas for implementing a CRM program inside a business – Part 1
When it comes to choosing the right Customer Relationship Management (CRM) approach for your business, it’s important to understand all the benefits before beginning your selection process. When you launch a CRM implementation, your choices can impact nearly everyone in your company. These “Back to Basics” ideas for implementing a CRM program inside a business were…
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CRM Implementation Series: The Simplicity Illusion
Part 1 of The CRM Implementation Series. Most of us in the business world, will at some point in time be affected by a poorly executed implementation of a customer sales, marketing, and service management (CRM) solution. The companies that endure these failed implementations will typically have experienced corporate and personal stresses in one of…