A good CRM implementation requires a lot of planning. To put it into perspective, if you try to create a spreadsheet and fail to get the results you anticipated you can easily delete a formula or even the entire spreadsheet. However, with CRM it might not be as easy to identify the problem area(s). You…
In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20 years, I am fortunate to be blessed with a fairly constant stream of new CRM clients. I have observed that they fall into two very different categories: Those that have forged ahead on their own,…
Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another. The reasons may vary but the bottom-line is that the user feels that the current solution “just isn’t working.” I know first hand…
So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help manage – and grow – your business? You’ll want do a bit of homework first to see if you’re ready to take the plunge into the world of CRM . 1. How different are your…