5 Top CRM Training Tips

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

Advertisements

7 Things to Consider When Bringing Data into CRM

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

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

Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing the spec. In this blog I'll cover 9 things you should consider. A good spec. lets suppliers and colleagues know exactly what the new system will look and feel like. It also helps the testing … Continue reading 9 Things To Consider When Creating a CRM Specification (spec)

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

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

7 Key Roles For Your CRM Project Team

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