May 2015

As a follow-up to my last blog post, Start from the Real Beginning, following are some brief tips to help your organization get started with a CRM. Guiding Principles Planning: Start from the “Real Beginning” (link to previous post). Codify […]

By Valerie Roush In the 12 years I’ve been implementing CRM solutions, I’ve seen so many of my clients and own organizations start their implementation far past the most strategic and important analysis. Skipping the “real beginning” always results in […]