crm selection

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

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

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