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…)
You have wisely decided to gather and document your organization’s high-level CRM requirements in advance of engaging CRM vendors and sitting through demonstrations.
This process means interviewing stakeholders and representative end users, taking voluminous notes (involving a scribe is a good idea), and then consolidating all of this gathered information into a master requirements document and an associated slide presentation. Text, tables, images, and flowcharts typically all come into play. (more…)
You’ve probably heard these buzzwords a hundred times: outbound marketing, inbound marketing, and content marketing. What do they really mean, though? And how do they affect your brand, in particular?
Well, when we talk about these concepts, it’s important to look at them through a marketing lens. So, let’s start with the definitions of each. (more…)
Despite the fact that GoldMine has worked well for many years within their organization, people decide for a number of reasons to migrate their companies from GoldMine to CRM. One reason is to take advantage of cloud-to-cloud integrations such as with a marketing automation system. Another reason is to have a broader platform that allows for addressing a greater number of functional areas within an organization. (more…)
As our Digital Marketing practice has developed, we’ve had numerous clients ask us if we can help them with their Content Marketing. It’s common for everyone to be excited about creating a Campaign Playbook, but the reality of content creation sets in soon after. After all, it’s the ongoing work of putting words on the page that makes the engine go. Few mid-sized companies have the time or resources to both act as a subject matter expert and write compelling copy for blogs and social channels. To that end, we’ve added a new service line to CRM Switch’s resources that can do exactly that. (more…)