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Year: 2011

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Choosing the best CRM software – seventeen classic CRM technology selection mistakes

October 8, 2011October 15, 2011 Richard BoardmanLeave a comment

Last time I discussed some of the common problems organisations experience with gathering CRM requirements, in this post – or posts as I suspect the list will prove a long one – I want to cover off the CRM vendor selection process. In principle selecting and purchasing the right CRM Continue Reading

Six common CRM requirements gathering faux pas

June 25, 2011 Richard BoardmanLeave a comment

In my last post I gave my thoughts on the most common problems associated with CRM feasibility and planning. This week I want to cover off my take on the main snafu’s in the CRM requirements gathering process: Lack of clear objectives – I covered this in the last post, Continue Reading

The six most common CRM feasibility and planning snafu’s

May 30, 2011 Richard Boardman4 Comments

This is the first in a mini-series of posts aimed at picking out key problem points in the main stages of the implementation process. Today I’m going to focus on CRM feasibility and planning. So here’s my take on the six most common planning and feasibility snafu’s: Undue focus on Continue Reading

Nine things the CEO should know about implementing CRM software

May 9, 2011May 13, 2011 Richard Boardman1 Comment

I was involved in a presentation last week to a group of CEO’s on the topic of CRM technology. The following summarises some of the points I wanted to get across: Most projects do not add great value – my best guess is that over 80% of CRM projects fail Continue Reading

Five reasons why 19 CRM systems may be better than one

April 10, 2011November 23, 2022 Richard Boardman

The opening line of a recent article on mycustomer.com caught my attention: ‘You’ve got 19 CRM systems when you only need one – and you know it! Why won’t organisations rationalise their applications landscape?’ On the surface it seems a somewhat rhetorical question. Why would you want to live with Continue Reading

Complex CRM projects, mid market technology, and the next round of CRM project failures

March 26, 2011 Richard Boardman2 Comments

Once upon a time if you were a large enterprise you bought your CRM system from an enterprise vendor. And, while in the early days there were some high profile failures, enterprise vendors became pretty reasonable at implementing CRM systems. However the CRM market has changed. The CRM software that Continue Reading

Vertical CRM software or customise?

March 18, 2011 Richard Boardman2 Comments

As new generations of CRM system have become ever more flexible the potential to rapidly customise software to meet needs that may be far removed from the vanilla package has increased dramatically. This has created a dilemma for many potential purchasers of CRM as to whether it’s better to go Continue Reading

Are you paying too much for your CRM software support?

March 5, 2011March 5, 2011 Richard Boardman2 Comments

Once upon a time the pricing of support contracts for CRM software was pretty straightforward; normally a straight percentage of the cost of the software. In recent years things have become considerably less predictable with a raft of rather more exotic arrangements which seem to bear scant resemblance to traditional Continue Reading

CRM 101 – The Benefits of Lead Management

February 22, 2011August 1, 2022 Richard Boardman

Following on from my piece about the benefits of contact management, this post explains the benefits of using CRM technology for lead management. Lead management is an interesting area because, for reasons I will explain in more detail later, it can have a very significant bottom line benefit. However, for Continue Reading

The hidden costs of CRM software and why you need to understand them

February 8, 2011July 8, 2018 Richard BoardmanLeave a comment

One of the biggest mistakes I see organisations make when implementing CRM software is failing to set a realistic budget for the project. Not only is this a frequently fatal error, but as it occurs so early in the implementation process it’s a bit like false-starting a marathon and getting Continue Reading

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  • E-mail Richard Boardman
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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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