Two factors often appear as critical elements of a successful CRM implementation. We learn these lessons the hard way, whether we’re a customer or a service provider of CRM solutions. Either way, they are important. First, a well thought out, step-by-step implementation plan or methodology. A typical outline of one of these would look something [...]
Posts Tagged ‘customer relationship management’
CRM Part 6: More Thoughts on Implementing CRM
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, customer relationship management on May 20, 2010 | Leave a Comment »
CRM Part 5: The Basics of Implementation Methodology
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, crm planning steps, customer relationship management on May 18, 2010 | Leave a Comment »
No two CRM implementation methodologies are the same, nor need they be. But most will encompass the basics framed by some of the following principles: First, with a hat-tip to Stephen Covey’s success principles: Start with the end in mind. In other words, establish the business objectives you hope to achieve by implementing CRM (or [...]
CRM Part 4: A Common, Basic Conundrum
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, customer relationship management on May 13, 2010 | Leave a Comment »
Most companies we see look something like this: The company grew, many times successfully, from a small startup into a much larger and more successful one. Along the way, they developed systems that, well… simply worked for them. And so they built spreadsheets and accounting systems and work-in-process tracking systems or inventory spreadsheets or custom [...]
CRM Part 3: Key Benefits
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, customer relationship management, SageCRM on May 11, 2010 | Leave a Comment »
In my prior post, I noted four areas of most businesses that could benefit quickly and significantly from a CRM investment. Well, one of our vendors (give credit to Sage Software for this one), came up with a simple but good list of how companies benefit from implementing CRM in those sales and marketing areas [...]
CRM Part 2: So What Can CRM Do For Me?
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, customer relationship management on May 6, 2010 | Leave a Comment »
As noted in our prior post, CRM means different things to different people. Even within a company, it can take on several distinct functions. A broad-brushstroke view of four key areas we see clients benefiting from CRM include the following… Sales: Equal to or more than anything, companies use CRM to establish and monitor sales-based [...]
Gimme Some of That Thar CRM Stuff (Part 1 in a Series)
Posted in SERIES: On CRM (6 posts), Software, Technology, and Wow I Didn't Know That, tagged CRM, customer relationship management on May 4, 2010 | 1 Comment »
[Slight Change: New blog posts will now be published twice weekly, generally on Tuesdays and Thursdays.] CRM. It means many different things to many different people. What is it, why is that important to me, and what would I use it for? Since CRM today is much like, say accounting software or spreadsheets were to [...]
Customers Don’t Buy What You Sell
Posted in Bidness, and Other Current Economic Realities, Personal Musings, Hard Truths, and the Like, tagged CRM, customer relationship management, customer satisfaction on February 15, 2010 | Leave a Comment »
In a recent article in the February issue of CRM Magazine by the above title, author Lior Arussy makes a great point via a story, that I’ll briefly paraphrase below. Guy has a ticket for a flight but at the airport ahead of time, he asks to change it to an earlier flight, so he [...]
Assessing YOUR CRM Situation
Posted in Bidness, and Other Current Economic Realities, Personal Musings, Hard Truths, and the Like, tagged Business Process Analysis, CRM, CRM assessment, customer relationship management on December 29, 2009 | Leave a Comment »
Most companies invest significantly in their CRM solutions; not all stop to ensure that they’re getting the most from their investment. A CRM Assessment – as a subset of a Business Process Analysis — can help identify key strategic and technical criteria in your organization, and help to determine how effectively you are deploying your [...]
