You've designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here's 5 tips to help you deliver your session. The culture of using CRM Using CRM is different to your standard system where you … Continue reading 5 Top CRM Training Tips
Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project post mortem is carried out after the event when the damage has been done, we may sometimes take that learning into the next piece of work/project or, as in many cases, the paperwork gets put … Continue reading Want to Avoid A Painful CRM Project Post Mortem?
One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM … Continue reading 7 Things to Consider When Bringing Data into CRM
In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might sound boring…but by understanding how your current processes work, you'll identify improvements and the work required to move it into CRM. There are hundreds of websites and books which go into detail about process/customer journey … Continue reading 2 BE or Not 2 BE That’s the CRM Process Question
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 blog explores the key roles you'll need to get your system up and running and tips on building your team. So how do you get the ball rolling? First you'll need to Identify who needs … Continue reading 7 Key Roles For Your CRM Project Team