Written By: Cliff on January 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 on January 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 on January 2, 2013 No Comment
SugarCRM Review – Based on personal implementation

Business can be sweet when you learn the benefits of using SugarCRM in your business. Customer relationship management has been around for a long time and it is being used to help many companies reach their business goals and expand their growth. If you are not sure which brands of CRM to use for your company, you owe it to yourself to check into using SugarCRM.

Written By: Cliff on December 21, 2012 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 on December 11, 2012 No Comment
Step 5: Adoption-Oriented CRM Implementation (Best Practices and Strategy Guide)

STEP FIVE in a successful CRM project strategy is having an adoption-oriented CRM Implementation. User Adoption: The Key Ingredient in CRM Project Implementations Keystone Strategy penned an excellent paper on the value of end-user productivity and usability in ERP software implementations. They note that an AMR Research study has shown that merely 15% of employees are [...]

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