CRM is an automation tool, and you can’t automate a process that doesn’t exist. There should be agreement on order, labels, best practices, etc. before deciding which software package to use.

Salespeople should be an integral part of the design and implementation process, as they know best how the software will be used. Incentives and training are a key part of getting the sales force to ...

By identifying these risks early in the process, you can mitigate their impact, thus increasing the chances that CRM system implementation succeeds and pays off. Here, we’ll go through some common CRM ...

It was early May 2019. D-Day for our customer relationship management software (CRM) implementation was fast approaching. After months of researching, planning and training, we were about to flip ...

Not too long ago, advice to keep a CRM implementation simple would have focused around due diligence for the application. It would have focused on negotiating the best deal with a systems integrator.

A CRM implementation relies on engaging with and convincing users, from the C-suite to the data-entry workforce. The more difficult that process is, the less likely users are to complete it.

This isn’t a one-time event, but an ongoing process, from presales through the many phases of the CRM implementation. Measuring ROI is crucial in times of tight IT budgets.

Discover practical tips to tackle common CRM challenges and ensure a successful implementation process.

When considering CRM, it’s important to understand the different factors that can impact costs. This guide covers everything you need to know about CRM pricing.