Written By: Cliff Ford on July 4, 2013 No Comment

9 CRM Best Practices
To make the CRM implementation easier for you and your company, here are a few things to keep in mind.

#1 Value – the value of the process of adding a CRM system will make it much easier on everyone.

#2 Budget – nothing of value comes cheap. This is the same with a CRM system. It costs money, human power and time. It will also reap rewards down the road.

#3 Back Up Everything – You will need all of your files. Get them in order. Tell every person to make a copy of the files they need to work with. Centralize all of the data and make it easier on everyone.

#4Tell every department what is going on. Let them know who this will help the sale department and how it will help make the marketing department’s job easier. Make them part of the team by telling them you need their help and asking them to get this data ready for you and the CRM system.

#5 Be the leader you are. When you show your staff and the departments you want to make work easier for them, it shows you care. Tell them and show them how the system will make their job much easier.

#6. Build Trust with your software dealer. Do business with someone who earns your trust. See a demo of their software and see if you like it.

#7 It is okay to go slow. Do not try and upgrade every department at the same time. Change is not something that can be dished out like fast food. CRM implementation will work better in small doses.

#8 Show your team the benefits of CRM and how it will be better for them and lighten their workload.

#9 Always be willing to make your company better even if this means getting use to the process of CRM systems.

Written By: Cliff Ford on June 4, 2013 No Comment

Best Practices - CRM Implementation Having an effective customer relationship management (CRM) system means that the customer is at the heart of your business. It is crucial to get acquainted with CRM best practices before implementing your system. Get Everyone Involved. Having a successful CRM implementation means effective involvement of all your employees – from upper [...]

Written By: Cliff Ford on May 21, 2013 No Comment

The Way Ahead for Business with two new iPad CRM applications  Marketing on the move is becoming a recognized way to perform business activities and the iPad is rapidly becoming a leading player in this new CRM revolution. Mobile computers are now an essential part of any business man’s armory, and with the ever increasing [...]

Written By: Cliff Ford on April 10, 2013 No Comment

CRM Price Comparison of SugarCRM vs Microsoft CRM vs SalesLogix vs Salesforce vs ACT vs SageCRM Most CRM evaluators are interested in comparing CRM pricing and features. But that leaves a lot open still. A real Total Cost of Ownership (TCO) Comparison study also includes future pricing and other similar concepts. CRM Price Comparison White [...]

Written By: Cliff Ford on March 9, 2013 No Comment

Both Microsoft Dynamics CRM and Sage ACT! Premium are excellent products and are leaders within their niches. ACT! has moved in recent years from simply being a Contact Management software towards becoming a CRM. Although ACT is much more customizable than in the past, it is not built for workflow and additional main entities. What it does, it does very well. And that is a focus on quick and easy management of Contacts. Sales reps who are on the phone all day long are often very pleased with ACT. Yet sales reps who are looking for more flexible customization, mobile integration or cloud access will be more pleased with CRM platforms such as Microsoft CRM, Sugar CRM or Salesforce.

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