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

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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)

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

11 Tips for delivering CRM to a team

A few tips for working with a team to deliver CRM Sit with them: Get a deep understanding of how they work and what they expect from CRM. This could be via process mapping or shadowing. Identify what they need to report: This will help show CRM has been a success Identify any improvements to … Continue reading 11 Tips for delivering CRM to a team

14 Tips to Support Your CRM Go Live

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