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Author: Chris Roberts

  • 7 Things to Consider When Bringing Data into CRM

    7 Things to Consider When Bringing Data into CRM

    May 24, 2018
    #D365ForHousing, Microsoft Dynamics 365

    One of the biggest selling points of CRM is the ability to create a single view of the customer, data… Read more

  • 9 Things To Consider When Creating a CRM Specification (spec)

    9 Things To Consider When Creating a CRM Specification (spec)

    May 16, 2018
    #D365ForHousing, Microsoft Dynamics 365, Specification

    Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing… Read more

  • 2 BE or Not 2 BE That’s the CRM Process Question

    2 BE or Not 2 BE That’s the CRM Process Question

    May 9, 2018
    #D365ForHousing, Microsoft Dynamics 365

    In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might… Read more

  • 7 Key Roles For Your CRM Project Team

    7 Key Roles For Your CRM Project Team

    May 2, 2018
    #D365ForHousing, Microsoft Dynamics 365

    You’ve identified everyone’s needs/wants and the strategy CRM will be driven by…it’s now time to create the dream team! This… Read more

  • 11 Tips for delivering CRM to a team

    11 Tips for delivering CRM to a team

    Apr 18, 2018
    #D365ForHousing, Microsoft Dynamics 365

    A few tips for working with a team to deliver CRM Sit with them: Get a deep understanding of how… Read more

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