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Month: March 2015

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Getting people to use CRM software – two key foundations

March 15, 2015 Richard BoardmanLeave a comment

It doesn’t matter how successful you may have been in selecting the right CRM technology for your organisation and customising it to fit your specific needs, if you can’t get people to use it in a consistent and structured way, then it’s not going to generate much value. Despite the Continue Reading

Specifying CRM functional requirements – twelve things that often get missed

March 3, 2015September 16, 2018 Richard BoardmanLeave a comment

In the ‘how to document CRM requirements’ series (part one, if you missed it, can be found HERE, part two HERE, part three HERE, part four HERE, part five HERE, and part six HERE, or all of them in an ebook HERE) noted that there were a lot of areas that people Continue Reading

Waterfall V Agile for CRM projects – why the choice of implementation approach matters

March 2, 2015 Richard Boardman6 Comments

If you’re implementing a new CRM system and have been talking to potential vendors about how they would approach a project, I suspect the word ‘agile’ features strongly in their presentations. Go back a few short years though and you would have been hard-pressed to hear the word ‘agile’ being 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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