crm implementation

CRM Customization is the Key to Success

CRM Customization is key to CRM success

Sales leaders searching for CRM and sales management solutions typically have Dashboards and Reports high on their shopping list.  Unfortunately, they’re often misled by the sexy demos they see and only learn about key limitations after they’ve made a commitment and it’s too late. Imagine two car sales people traveling to the Amazon to sell … Continue reading

CRM Implementation Success Grows Business Valuation So You Can Sell Faster

CRM Implementation increases business valuation

After years of running your business, have you thought about selling it for a substantial profit? If you haven’t evaluated your business lately, you might end up discovering some surprises on what it’s really worth. While you probably think of your business value as all revenue and profits, buyers look at many other variables. Part … Continue reading

Road Map to CRM Success

CRM Success Road Map

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

How to Write a CRM RFP

CRM RFP Customer Relationship Management Request for Proposal

Deciding to write a CRM RFP is a tough decision for most organizations.   (Acronym Disambiguation: CRM = Customer Relationship Management; RFP = Request for Proposal). Typical businesses decide to implement a new CRM solution, for the first time or to replace an existing solution, and go through a “selection process” that is loosely structured.  Typically … Continue reading

CRM Training Success

crm training

Effective CRM training is the key to getting your sales team onboard and off to a fast start, without disrupting their sales efforts. Lack of user adoption is the #1 killer of CRM rollouts.  However, typical training approaches can err on both sides of the equation, too much information as well as not enough. Common … Continue reading

Sales Team Survey Questions

Sales Team Survey Questions

You know its a great idea to survey your customers about various things.  Have you ever thought about surveying your sales team? Whether you’ve hit a sales growth ceiling, are entering new markets or planning new hiring, a survey can be a great way to be sure you clearly see the biggest challenges and opportunities … Continue reading

The Ideal CRM Implementation Plan

Ideal Online CRM Implementation Plan

There are hundreds of CRM solutions available with a vast array of features for every type of user, industry and situation.  Yet half of CRM implementations fail to reach the goals management has for the CRM system. In most cases, CRM failure comes in the planning and implementation.  Too often, executives expect the CRM to … Continue reading

Empowering Customer Decisions with CRM Process

Facilitating Decisions with CRM Process

What’s the most precious commodity in relationships with customers?  With decades of experience working closely with clients, my answer is that it is either  time or trust. Obtaining a customer’s time is where a tremendous portion of salespeople’s effort goes which generally is in the interest of earning the customer’s trust. You can have time … Continue reading

CRM Cost – How much does CRM really cost?

CRM Implementation Success

Determining the real cost of purchasing (or subscribing to) implementing and maintaining a Customer Relationship Management (CRM) system is undoubtedly a challenge.  And that’s before you begin running the numbers on what the return on that investment in CRM will be! And truly, that IS the point.  Ultimately, the overall cost of the CRM should … Continue reading

CRM Cost – How much does CRM really cost?

Determining the real cost of purchasing (or subscribing to) implementing and maintaining a Customer Relationship Management (CRM) system is undoubtedly a challenge.  And that’s before you begin running the numbers on what the return on that investment in CRM will be! And truly, that IS the point.  Ultimately, the overall cost of the CRM should … Continue reading

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