3 of the best – a CRM systems comparison for small businesses

3 of the best – a CRM systems comparison for small businesses

I wanted to look at crm solutions available to small businesses and complete a comparison of each. My first love is Dynamics 365, so I’d like to apologise for the Dynamics centric language I use throughout this blog. I decided to spin up free trials of Zoho – (See other reviews) SugarCRM Salesforce These products…

7 Tips for Planning a Dynamics 365 Deployment

7 Tips for Planning a Dynamics 365 Deployment

I’ve written a few blogs around user adoption and how to engage users throughout the whole process (6 Ways to Form a CRM Habit; 13 Ways to Get CRM Buy in). But how do you plan your deployment during this process? Here’s 7 things to help get the ball rolling: Migration: How much storage is…

6 Ways To Help Form a Dynamics 365 Habit – #D365ForHousing

6 Ways To Help Form a Dynamics 365 Habit – #D365ForHousing

“Does Dynamics 365 have functionality that enables it to become a habit for users?” Lack of user adoption has killed many an implementation. More than a decade and a half of research on Customer Relationship Management (CRM) systems has churned out consistently troubling failure rates for CRM implementations. Since Gartner’s 2001 study found a 50%…

5 Dynamics 365 Training Tips – #D365ForHousing

5 Dynamics 365 Training Tips – #D365ForHousing

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 Dynamics 365 within housing Using CRM is different to your standard…

Want to Avoid A Painful CRM Project Post Mortem?

Want to Avoid A Painful CRM Project Post Mortem?

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…

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