Author: admin

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 each of these building blocks and share them with your entire organization. Document, document, document!…

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 missed opportunities to achieve organizational objectives, enterprise adoption, and ROI of your new system. The…