Posts Tagged crm requirements
Whether your company’s CRM system was implemented a decade ago or it was launched last month, there are likely “pockets of resistance” to using the CRM system. There may even be people within your organization who refuse to use the system altogether. Here are eleven reasons that people resist using a CRM system. (more…)
Posted in: CRM Value
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Traditionally, the RFI/RFP process has served to help buyers at companies understand important feature/functionality differences between multiple vendor solutions, so that a large group of potential vendors can be whittled down to a short list. An RFP can also represent an initial round of vendor scoring. RFPs have even been used to disqualify vendors early on. (more…)
Posted in: Buying CRM
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In the CRM purchasing process, a common sequence of events for CRM buyers is to first go through a round of vendor demos and to then decide on and commit to a specific CRM vendor. After the purchase of the CRM system, the next step is to go through the exercise of defining detailed CRM requirements. Finally, a CRM implementation is performed based on those defined requirements. (more…)
Posted in: Buying CRM
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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…)
Posted in: CRM Integration
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In the days of client/server CRM and contact managers, it was important for a company that purchased a new CRM system to work with a local CRM consulting company. In fact, when a new client/server solution was chosen, proximity was a key selection criteria for a consulting company. Part of the reason for this was that a lot of hands-on tasks were needed for a client/server CRM or contact manager implementation. (more…)
Posted in: Buying CRM
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Legacy data can sometimes be very messy. Spending the time to analyze legacy data allows companies to understand the results of a wide variety of users having logged customer interactions within a legacy CRM system over the course of many years. (more…)
Posted in: Data Migration
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