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...

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...