Posts Tagged crm implementation
“You can lead a horse to water, but you can’t make it drink”. As it goes with horses, so it often seems to go with CRM systems. A common challenge we hear from clients and prospects is finding ways to maximize CRM user adoption. (more…)
Salesforce and Microsoft Dynamics CRM both consistently rank in the top five most popular CRM products. Part of the secret of their success is that each provides a robust marketplace for third-party applications. (more…)
People don’t like change. Once they’ve been doing something one way, it can be incredibly difficult to get them to accept a better way of doing the same thing. Even if it’s obvious that the new way is better, they can still cling to “their” way of doing things. (more…)
CRM data duplication is not an easy problem to solve. It can require a change in company culture, software solutions, and even help from third-party consultants. Though it may not seem that important on the surface, duplicate data can cause a variety of internal problems that can lead to lost business. (more…)
Planning for and implementing a new CRM system is a time- and labor-intensive endeavor. During the planning phase, most businesses focus on making the deployment as smooth and error-free as possible. Legacy data is prepared for migration, presentations are given, and employee training is offered. All of these preparations focus on a successful implementation of the new CRM system. Planning for success is an important part of any CRM strategy—but it’s not the only important part. (more…)
If your company is planning to move from a legacy CRM system or contact manager to a browser-based CRM solution, you will be forever rid of having to install and maintain CRM-related software on users’ desktops and laptops, right?
Well, not exactly. At many companies where Outlook is the standard email client, a CRM Outlook integration plugin is installed on every user’s computer as part of the CRM rollout. (more…)