CRM Implementation Series: Client Preparation

In the last blog in this series, we talked about Caron’s approach to CRM Implementations, specifically System Design. In that blog, we talked about the six best practices for requirements gathering. In this blog, I will focus on another perspective – what role...

5 Reasons Why CRM Enables Better Customer Service

Businesses depend on their relationship with their customers. Customers want to work with companies they know, like, and trust. That confidence is built by providing outstanding customer service. In our digital age there are tools that enable businesses to provide...

Backup vs Disaster Recovery Plan

Most of us understand that backing up data is a necessary part of our work world since almost all of us store critical information on the company’s file server. A backup system is very much like a smoke alarm. We know we should have one but we hope we never have...

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...