Author: Richard Boardman

I often get asked how long it will take to implement a CRM system, so I though I would use this blog post to try and address that question, and I’ve included an outline project plan for guidance. I think this is a fairly typical CRM project plan for say Continue Reading

Excellent long post from Chris Bucholtz on his excellent Forecasting Clouds blog about selecting CRM software. He’s distilled a lot of input from a lot of industry commentators – including yours truly – into a well structured, coherent analysis on what people need to be aware of when selecting CRM Continue Reading

The following is a piece I wrote for Conspectus Magazine recently: I recently put together an e-book, well, probably to be fair, an e-guide, on how to buy and implement CRM software; which was a roll up of a lot of the content I’d posted to ‘The CRM Consultant’ blog Continue Reading

The following is a quick response to a Linked In Answers question relating to the evolution of CRM technology over the next five years. It’s something of a crude thumbnail sketch – I’ll perhaps create a more considered response in due course – but it was a thought-provoking question and Continue Reading

I’ve blogged a lot over the years about the challenges of buying and implementing CRM software. I was conscious that there wasn’t that much easily accessible practical advice out there, so I figured it was time to get these posts into one place, and combine them with new material in Continue Reading

I’ve just finished writing a fairly long magazine article setting out what I consider to be some of the most misunderstood aspects of buying and implementing CRM technology. I will publish the full article once it’s gone to print, but in summary the eight key areas I identified were: Misconception Continue Reading

I’ve enabled comments on the blog to accomodate the responses I’ve had on user adoption. As I think this is only available on new posts, please feel free to add any further comments on this topic here.

In my last post about getting people to use CRM systems I asked for input on anything people felt I’d missed, and I had a great response from Michael Whitlow at CRT/Tanaka. I hadn’t thought about difference in left brain/ right brain people before, but it’s an interesting point. I Continue Reading

I’ve spent the last few months putting together a survival e-guide for buying and implementing CRM software. It’s a combination of existing blog posts and new material, based on my last fifteen years on the front-line trying to help organisations get operational benefit from CRM technology. One of the new Continue Reading

I’ve started to keep a rough tally of late. I’d say a third of the companies I make a sales enquiry to don’t follow it up. A third do, but badly. And a third are pretty on the ball. Which led me to write this piece on CRM and lead Continue Reading