When CRM fails at being CRM

Some people view CRM as if it were just the CRM package they use – like Maximizer CRM or Infor CRM or Sage CRM. But if any of these CRM systems run in isolation of other aspects of customer interaction, then it’s not providing you with the whole picture… it’s only “partial” customer relationship management. This is when CRM fails – when you have more than one version of the truth.

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My Existing CRM Is No Longer Fit For Purpose!

According to Wikipedia, CRM is ‘a business strategy employed for managing a company’s interactions with customers’. Here at Collier Pickard we believe it concerns everything you do to acquire, retain and develop profitable customer relationships. If you have decided yours is no longer fit for purpose, it has significant implications for the future health of your business. Before reaching for another plaster to address the symptoms, take a look at the cause of your current ailment.

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Are people even using your CRM system?

Are people even using your CRM system? We’ve said it before and we’ll say it again: CRM is only going to produce results for you if it’s used properly! That’s pretty obvious… But what’s often not quite so obvious is how you check whether the system is being used properly or not and then how to guide your team along the right path to successful CRM.

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Saleslogix Web Client: Pre-Support Checks

Saleslogix Web Client: Pre-Support Checks Sometimes, a problem isn’t as bad as it seems, and sometimes it isn’t actually a problem at all – which means solving the “problem” is actually a lot easier than anticipated. So if you’re experiencing difficulties with your Saleslogix Web client, here are a few things you need to be aware of. These things may well resolve your issues faster than if you were to contact us for help and technical support!

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5 Tips For Maintaining Your CRM System

5 Tips For Maintaining Your CRM System Clients often come to us seeking advice about the slow performance of their CRM system. Usually, it has been slow for some time and if anything, getting worse. In general, these are caused by underlying IT issues such as resources available and poor system maintenance. I’ll take you though some simple steps you can do regularly to ensure your CRM system is in tip-top condition.

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