8 Steps to Successful CRM Implementation

Most flights of stairs have more than 8 steps, 8 steps to successful CRM implementation should be easy, shouldn’t it? Before we get to the steps themselves, you must understand that a successful CRM implementation is a workforce transformation programme and NOT just a technology or IT project. Two questions need answering before you can begin, “What does success in CRM look like?” and “How do you make it simple?”.

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Rising Costs and Labour Shortages – Can Business Automation Help?

With rising costs and labour shortages, business automation is ready to help shoulder the load. And it doesn’t have to break the bank. There is an interesting set of statistics in the current edition of the FSB magazine (First Voice, June-September 2022, p9). It shows that small business confidence is down from +18 to +15, Q1 2021 to Q1 2022, however, this varies from sector to sector.

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Creatio Recognised as a Leader in Four Categories Including No-Code, Low-Code, Business Process Management and CRM

In what was not a surprise to anyone here at Collier Pickard, Creatio has been recognised as a leader in not one, but FOUR software categories this summer by G2. You can check out the full press release below, or if you want to chat with someone here about how Creatio can help ACCELERATE your business, get in touch with us today.

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Maximizer Minutes – Maximizer 2022 R1 Changes Overview

The Maximizer 2022 R1 update brings plenty of quality-of-life features that make understanding your interactions with clients and prospects much more intuitive and informative. In our latest video, we give you an overview of the features and show you where to find them in your Maximizer.

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Automate Your CRM with Zapier

Automation is already a reality in many workplaces and using Zapier to automate your CRM can save you time and allow you to focus on what really matters – growing your business. Its expanding popularity stems from its ability to automate thousands of processes on a large scale. Integrations are the new building blocks for a better user experience as digital companies seek solutions to meet increased demand.

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Understand Your Customer: The 5 W’s and the Magic H 

Taking the time to understand your customer as well as their needs is vital for any business. Over time you will find specific ways of getting to know your customers, but could you make this process more efficient? Here at Collier Pickard, understanding our customers is key to our success. To do this we focus on the 5 W’s and the magic H. Not sure what these are? Let us explain. 

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