Month: September 2020

Defining CRM requirements

Defining CRM requirements

Once a business clearly understanding why a CRM is needed, critical to a successful implementation is clearly defining CRM requirements. Outlined below are 6 steps that are important in defining CRM requirements.  Defining CRM Requirements and Integration How far down into your company’s existing systems will your CRM solution integrate? Will it be a departmental …

Defining CRM requirements Read More »

Why my business needs CRM

Why my business needs CRM

The first step on selecting a CRM solution starts within the business. It relates to understanding why my business needs CRM and how it can help the business gain competitive advantage. I have broken the process of choosing a CRM solution into two stages. This week’s blog will consider this first step. The following blog …

Why my business needs CRM Read More »