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Month: October 2009

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A more successful approach to CRM requirements gathering – part 2

October 24, 2009September 6, 2015 Richard BoardmanLeave a comment

Last week I described why I felt a detailed set of business and functional requirements was essential to a high pay-back CRM project. Over the course of the next few posts I intend to set out some thoughts on how you can go about creating them. The ‘big’ point in Continue Reading

A more successful approach to CRM requirements specification

October 11, 2009September 6, 2015 Richard BoardmanLeave a comment

Earlier in the year I wrote a series of posts entitled ‘Why Bob got fired’ which was meant to culminate in a piece about how to write a business and functional requirements specification for a CRM system – something I’ve seen people consistently struggle with over the years. Anyway somewhere Continue Reading

11 ways to limit CRM implementation risk – part 2

October 4, 2009 Richard BoardmanLeave a comment

So you’ve been given a CRM project to deliver. How do you manage the risks associated with managing an implementation on time and on budget that also delivers value to your organisation? Part Two (Part One here). Break the project into bite size pieces. There’s only so much resource that Continue Reading

Contact

  • E-mail Richard Boardman
  • www.mareeba.co.uk

About


Richard Boardman is founder of Mareeba CRM Consulting, a UK based independent CRM consultancy. He works with mid-sized organisations to help them increase efficiencies and growth through the more effective use of CRM technology.

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