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Posts Tagged crm implementation

5 CRM Implementation Myths

Posted by Charles Tatum on May 9, 2013

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…)

Tags: buying crm, crm implementation, Data Migration

Posted in: Implementing CRM

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Should Your Users Install a CRM Outlook Integration Plugin?

Posted by Steve Chipman on April 19, 2013

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…)

Tags: crm implementation, crm outlook integration

Posted in: CRM Features

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Has Your CRM System Become a Bad Word?

Posted by Steve Chipman on March 27, 2013

Over the years, we have spoken to people at many organizations where the decision was made to replace the existing CRM system with a new one.

In many cases, the reason for the decision to replace the existing CRM system was because the technology became dated or newer technology failed to perform as advertised. (more…)

Tags: buying crm, crm adoption, crm implementation

Posted in: CRM Value

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Why to Approach Buying CRM Like Building a Custom Home

Posted by Steve Chipman on December 17, 2012

Let’s start with a basic premise. That is, most new CRM systems are now moderately to highly customized by the organizations that implement them. CRM continues to become more of a platform than a solution. CRM systems give organizations the ability to build out specific functionality that goes well beyond the out-of-the-box configuration. (more…)

Tags: blueprint, buying crm, crm implementation, crm specifications

Posted in: Buying CRM

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The Risks of Under-Configuring CRM

Posted by Steve Chipman on November 19, 2012

Out of the box CRM 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…)

Tags: crm implementation, customization, implementation

Posted in: Implementing CRM

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A Step-Based Approach to the CRM Buying Process

Posted by Steve Chipman on May 23, 2012

We recently introduced the concept of slowing down the CRM buying process in order to speed it up. Traditional CRM buying processes, which include rounding up vendors early on for demonstrations, can often have the unintended effect of slowing down the buying process or causing the process to grind to a halt altogether. With increasing CRM vendor parity, traditional approaches to buying CRM can end up compounding confusion rather than resolving confusion. (more…)

Tags: buying crm, crm implementation

Posted in: Buying CRM

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Should You Upgrade or Re-Implement Your CRM?

Posted by Steve Chipman on April 25, 2012

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…)

Tags: crm implementation, upgrades

Posted in: CRM Upgrade

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What Does CRM to ERP Integration Really Mean?

Posted by Steve Chipman on March 19, 2012

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…)

Tags: crm implementation, CRM Integration, crm requirements

Posted in: CRM Integration

5 Questions to Ask a Prospective CRM Consulting Company

Posted by Steve Chipman on September 18, 2011

Your company is switching to a new CRM system and you are interviewing CRM consulting companies as part of the process. While there are a lot of companies that provide consulting services, which one will provide the best, long term value to your business? Here are five questions to ask of a prospective CRM consulting company. (more…)

Tags: buying crm, crm consultants, crm implementation, value

Posted in: Buying CRM

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