Just how well do you know your clients? Not just the standard stuff required to comply with Know Your Client (KYC) or Anti Money Laundering (AML) legislation. Could you describe your clients? Could you describe them in terms that might help you to find more clients? The
Read more →When it comes to implementing CRM, focusing on the finished product is essential. Knowing the desired benefits and system requirements builds the baseline project plan around an agile approach. So, how does a good project manager ensure that the CRM project is a success? A successful project
Read more →Nostalgia isn’t what it used to be! The beginning of a new decade feels like the right time for a look back at what has happened to CRM in the teenies. Like any teenager, this was never going to be an easy period of development. The preceding
Read more →Are you data rich but information poor? Does the data within your CRM system illuminate or obfuscate understanding? If CRM is to provide the analytical raw material to support improved decision making then data will become a major consideration. Put simply, data will be a part of
Read more →Creatio, formerly known as BPM online, is a CRM and BPM provider that has grown to become a key contender to the current CRM heavyweights. It is shaping up to be one of the leading standards for how future CRM’s look and operate. Now, I’m very new
Read more →Whether your sales team is working in the office or on the road, they will have to be able to access the data in your CRM at all times. From viewing or inserting activity records into their Calendar, or updating opportunities, the ability to access CRM from
Read more →It wasn’t very long ago that BPM & CRM were completely separate products. You could reasonably expect to integrate the two systems to help complete the single customer view (SCV), a key indicator for CRM software and culture adoption, which in turn is a success indicator on
Read more →New Year, new CRM system? For many organisations considering changing CRM platform, data migration is a major worry. How much, and what sort of data should you move? What is the process for moving data, and how do you ensure that the new CRM system doesn’t start
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At a time where constant competition in the education sector is the norm, further education institutions need to differentiate themselves from their competition to stand out. So, how can they do that? If you are reading this, you are most likely part of an educational establishment -Read more →
Only 15% of marketing management rate their measurement methods as ‘effective’. So, say thought leaders at Marketo, a statistic they used to kick off a recent webinar on marketing measurement. This means that if asked, “We have additional money for marketing this quarter, what’s the best way
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