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Month: January 2015

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A guide to phasing a CRM project

January 11, 2015 Richard BoardmanLeave a comment

In my recent series on requirements gathering, I noted the need to document the phasing of a CRM implementation. I’ve come to the conclusion over the years that phasing is one of the most critical aspects of implementing a CRM system successfully, and so figured this might merit some further Continue Reading

How to document requirements for a CRM system – part 6

January 4, 2015May 30, 2015 Richard BoardmanLeave a comment

In a previous post in this series I set out my thoughts on the content and structure of a CRM requirements specification. In this post I want to cover how to go about gathering them. The starting point, if you’re not reasonably familiar with CRM technology, is to do some Continue Reading

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  • 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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