Year: 2018

Seven things to consider before you sign a CRM contract The following article sets out my thoughts on the things that you need to consider when you’ve reached the point of contracting with a CRM implementer. So, at this stage you know what CRM technology you’re going to use and Continue Reading

How to speed up a CRM project – part 2 In the first part of ‘How to speed up a CRM project’ I set out a range of things you can do to speed up the implementation of a system. But, as I pointed out at the end of the Continue Reading

CRM User Adoption Services If you asked anyone that’s had even passing exposure to CRM technology what the greatest challenge is when implementing CRM systems, then I strongly suspect the answer would be getting people to use it. This is an issue that’s haunted the industry since CRM first became Continue Reading

How to speed up a CRM project As a CRM consultant, I get into a lot of conversations with clients about how long projects are going to take, and, invariably, our guidance on average project duration is longer than they were expecting. Which, in turn, normally elicits a question along Continue Reading

Should I set up my own CRM system? The attraction of the current generation of CRM technologies is that, not only are they by and large hugely flexible, but the underlying tools that underpin that flexibility are generally pretty user friendly. This means that in many cases you don’t need Continue Reading

Following on from my previous blog post which, unashamedly, focused on user adoption and making sure it happens, I thought it might be useful to take a look at the other great post go-live challenge; change control. For clarity, in this instance I am not talking about managing the organisational Continue Reading

Why an independent CRM consultant in 100 seconds I set myself the task of trying to describe why someone should consider using an independent CRM consultant in ninety seconds. I couldn’t speak fast enough and ended up missing by eighteen, but this was the result…

In my own (somewhat geeky) opinion, the warm glow of a new CRM system successfully deployed is one of the best feelings in world. There is something deeply satisfying at seeing all the imported data sitting in the correct fields, all beautifully formatted on a pristine looking user interface. And Continue Reading

I’ve been an independent CRM consultant for close to fifteen years and counting. Quite a lot of the work I do is in the early stages of a CRM project helping clients plan out what a CRM project looks like for them and what will be involved in implementing it. Continue Reading

One thing that I don’t think is thought about as often as it should be, and, when it is, isn’t generally done as well as it could be, is the whole concept of phasing a CRM project. There are a number of reasons that phasing is important. Firstly, and perhaps Continue Reading