How to reduce risk when choosing & implementing CRM

For many businesses, Customer Relationship Management, as a strategy, is considered the pinnacle of successful, sustainable and profitable long term operation. Effective execution of this strategy is supported by a piece of software to manage people, processes and business insights. But in a world of increasingly complicated technology, millennials flooding through the gates and every man and his dog offering to sell you software, how do you reduce the risk involved in selecting and using CRM to your advantage? Your CRM partner If you’ve been reading our blogs for some time, you’ll know this is a common theme. For CRM

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9 steps to successful CRM implementation

What does ‘a-ha’ mean to you? For me, it’s two things: (1) a great Norwegian soft rock band from the 1980s, and (2) an easy way to remember the 9 steps to successful CRM implementation. The steps form a cycle following the first 8 letters of the alphabet, ‘a-h’, then back to ‘a’ again:   The 9 steps focus on the fact that a successful CRM implementation is a workforce transformation programme and not just a technology or IT project. So here are my 9 steps:

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What’s new in 2019? A look at what’s around the corner

One quarter down and 3 to go! It looks like very little of what we need to worry about as business leaders in 2019 will be technology-based. GDPR seems to have become yesterday’s issue, and gone are the ways of the millennium bug. Artificial Intelligence is still generating more piles of marketing hype than piles of actual cash, and despite the emergence of companies like Wibson https://wibson.org/ most of us give away our data for free. Whether you are for or against Brexit, it promises to create a significant number of challenges. So what do our clients think? Since taking

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How to create CRM user buy-in

If you’re either about to implement a CRM system, or have recently implemented one, you’ll have lots to consider when it comes to making it work. For example, is the database structured in such a way that provides you with the business information you need? Are you taking full advantage of the features and functions to help your users become efficient at their work? It’s certainly important to ensure the nuts and bolts of a CRM system fits in with your business model and strategy, but without a team of motivated CRM “operators”, you’re unlikely to have a successful CRM

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CRM Implementation Guide – Communicating with Stakeholders

If your organisation is looking to implement a new CRM system, and you’ve considered the technical and infrastructure requirements, what else is needed to ensure the project succeeds? We would suggest that this where soft skills and people come in. It’s the processes which, over time, are essential for growing and developing the system. With so many stakeholders and processes involved in the CRM journey, getting communication right is not optional. Communication could take place on a daily, weekly or monthly occurrence, depending on the size of your business, the communication methods and the level of urgency in the message.

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5 important CRM project start-up tasks

So you’ve identified what your CRM strategy is and you’ve been through a lengthy process of inviting various CRM suppliers to pitch a selection of products to your company. You’ve narrowed this list down based on how well this fits with your strategy and eventually decided on a single supplier and a single solution. Great – that’s the first step towards enjoying the benefits that CRM brings! At this point it’s really important to set yourself up for the project to be a success early on in order to avoid common pitfalls. How do you do that? Well, here are

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5 important CRM software project wrap up tasks

It’s a great feeling for all involved when a long, CRM software project is finally complete – installation and possibly customisation and configuration is done; user training is done; everything is ready to go. But once the project is finished, the outcome can be a bit like marmite – you’ll get people who totally realise the features and benefits that CRM gives them and love it; but you’ll also get people who don’t fully appreciate what’s in it for them and view CRM as yet another “thing” to deal with at work. They tend to focus on short term goals

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