CRM Implementation Series: CRM System Design

Part 2 of The CRM Implementation Series. When we work with clients on the design of their CRM software, our first step is to understand their requirements. To design a system to meet a customer’s objectives, we must have a detailed understanding of what those...

CRM Implementation Series: The Simplicity Illusion

Part 1 of The CRM Implementation Series. Most of us in the business world, will at some point in time be affected by a poorly executed implementation of a customer sales, marketing, and service management (CRM) solution. The companies that endure these failed...