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?
I've put together a few tips to help go live run smoothly. It can be a daunting time, but if you start planning early you'll keep everyone in the loop and manage any weird and wonderful things that happen on the big day. When will you go live? Be realistic, you don't want to be … Continue reading 14 Tips to Support Your CRM Go Live