One of the most critical aspects of any CRM implementation is the successful migration of data from legacy systems to your shiny new software. Unfortunately, going live to your users with poor data is a sure-fire way of denting their confidence in the system from day one and hence decreasing Continue Reading

With Microsoft’s latest version of Dynamics 365 (version 9) now rolling out it is an opportune time to look at those new features that, in my opinion, will have the most impact on users of the system. For the sake of clarity, I will only be looking at features that Continue Reading

The following post is a guide to GDPR for small and mid-sized organisations. Please note, as means of a quick disclaimer, that this is our current interpretation of the forthcoming legislation. While every effort has been made to ensure our understanding is correct, we are not lawyers, and this should Continue Reading

So, your CRM project has the green light, and now it’s time to start work working out who is going to do what. The first question to answer is what project team roles are you going to need to fill? If you’re going to be successful, there’s probably seventeen that Continue Reading

Over the last few months we’ve been assessing the CRM mid-market, specifically analysing the 20-120 user space. The result is a report which sets out our thoughts on the top CRM technologies in this area of the market. The aim is to help potential buyers speed up the research process Continue Reading

I got involved in a forum thread on LinkedIn over the last week, the gist of which was whether the implementation approach was different depending on whether you deployed CRM in the cloud or on-premise, and what the pro’s and con’s were of the two means of deployment. I can’t Continue Reading

I’ve worked on a couple of system reviews in recent week for clients who felt their CRM system wasn’t living up to expectations. Interestingly, in both cases the systems were reasonably sound. What was missing were the finishing touches. This is a common problem. Salespeople often dazzle their customers with Continue Reading

As products like Salesforce.com and Microsoft Dynamics have increased in functionality and moved up the food chain in terms of target market, opportunities have inevitably opened up for new entrants in the CRM market. One of the most successful has been Pipedrive. Set up in 2010, and based in the Continue Reading

Microsoft released their Dynamics CRM 2016 Preview Guide this week (here) and a one minute fifty two second release overview video (here) , which set out what new capabilities will be available later in the year for both CRM online and on premise versions. Microsoft release documents aren’t the easiest Continue Reading

I’ve been involved (at the time of writing at least) in the CRM industry now north of twenty years, eleven of which have been spent as an independent CRM consultant. Over that time I’ve been involved in, or a spectator to, hundreds of CRM projects, involving a wide range of Continue Reading