As those who have been through the CRM selection process know, once a particular solution has been decided on, there’s still a lot of work left to be done before a new system goes live and is ready to use. While careful planning, evaluation, and detailed specifications will go a long way in making the process easier, there are a host of new decisions to be made when it comes time to begin the CRM implementation process. (more…)
Posts Tagged crm implementation
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…)
While it’s often a good idea to take a crawl, walk, run approach to implementing a new CRM system, are there risks to under-configuring CRM? (more…)
Many companies that have a CRM system that was implemented in, say, 2006 or earlier, are finding themselves “stuck” in an older version of their CRM vendor’s software, even though their CRM vendor has released several major, new versions since the initial CRM implementation. (more…)
Often, people who are involved in the CRM buying process for their organization express an interest in integrating a new CRM system with their legacy ERP or accounting system. There are many ERP/accounting systems on the market, ranging from QuickBooks to Microsoft Dynamics GP to SAP. (more…)