When is my CRM project complete?

When is my CRM project complete? At the outset of a CRM project you will have a clear understanding of what you want to achieve. You may articulate your top level goals in any number of ways: growth, efficiency, market share, client satisfaction, customer retention, cost reduction, resource utilisation, partner relationships, stake holder benefits, profitability, reputation, sustainability.

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Infographics: CRM and Marketing

Infographics: CRM and Marketing The definition of CRM and marketing is continually changing. It’s like an expanding universe. New software tools and web techniques continually emerge and the ways in which you can engage with your target markets, your prospective customers and your loyal clients is in constant flux. So how do you begin to make sense of it all?

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CRM Implementation – a process to ensure success

Success in CRM is achievable if you focus your efforts in the right areas. It need not be expensive or arduous, but it does require careful thought. What gives me the right to make these claims? As one of the authors of our STEP CRM project methodology, I have been involved with hundreds of successful projects. I have also learnt from my mistakes. STEP is a response to what I have learnt, and continue to learn. STEP is a framework that structures your CRM project and provides clarity in every aspect of the project.

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Business intelligence and management information reporting

Business intelligence and management information reporting Recently the news seems to be filled with statistics showing the improving health of the UK economy. Hardly a day goes by without a number purporting to show that UK plc. is on the up. Do you trust this data? Does it provide the information you need to make intelligent decisions? Is your sales forecast looking healthier?

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CRM for Accountants

CRM for Accountants Professional services firms have been in the news again over the Summer months. Members of the Big 4 were called to answer questions by the PAC. Elsewhere Accountancy Age issued a challenge to practices to broaden the range of services they offer SME’s. What links these news items? To my mind they are both symptoms of the underutilisation and misunderstanding of CRM by accountants.

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Ensuring ease of use from your CRM system

Ensuring ease of use from your CRM system If you are struggling to improve the usage of your CRM system, have a look at its “ease of use”. How easy is it to use? Do you have any measurement data? The simple fact is that most software users will drift to the one that’s easiest to use, or to the most familiar bit of software. So how do you ensure that your CRM system is that “go to” easy to use system?

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