You’ve taken the first step toward success by investing in a CRM, however now it’s time to implement it. We understand that this is not always an easy feat, which is why we put together some ...

CRM systems organize customer data and communications, helping sales teams execute consistent follow-up strategies, track ...

When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper ...

If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

Until recently, implementing CRM software meant either engaging an implementation company that has been trained and/or certified by the vendor or using internal IT resources. Neither choice is optimal ...

Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...

Not too long ago, advice to keep a CRM implementation simple would have focused around due diligence for the application (you never buy a complex product unless absolutely necessary). It would have ...

In any critical company initiative, planning is the key to success. This is especially true with an initiative such as customer relationship management (CRM) that affects the entire enterprise. The ...

Most Customer Relationship Management or CRM implementations are governed by an incomplete vision, one that is far too internally focused, and as a result, they are quietly failing to live up to their ...

AMR Research has released results of a new study describing CRM implementations. As the chart below shows, nearly one-third of CRM implementations fail: The research suggests that CRM initiatives ...