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Author: admin

January 29, 2017April 5, 2018CRM, Strategy

Customer service functionality

CRM Service relates to all aspects of managing post-sales customer support issues including: Logging cases or tickets across multiple channels (including call […]

January 29, 2017April 5, 2018CRM, Strategy

Marketing functionality

CRM Marketing refers to tools or features which automate or help manage marketing processes. This could include: Campaign management Lead management Web […]

January 29, 2017April 5, 2018CRM, Strategy

Sales functionality

CRM Sales covers all aspects of the sales process. This includes: Sales productivity Sales performance Sales effectiveness Pipeline management Forecasting

January 29, 2017April 5, 2018CRM, Implementation, Strategy

CRM software applications

A multitude of software solutions have been developed to manage customer relationships. While there are differences between these applications there are a […]

January 29, 2017April 5, 2018Change Management, CRM

Enhancing CRM functionality

The CRM application will require enhancements as needs change. This can be done in-house or can be outsourced. Designing and developing new […]

January 28, 2017April 5, 2018CRM, Implementation

Data management

Data in the CRM application is the lifeblood of a successful implementation. The benefits of CRM cannot be realized without relevant and […]

January 28, 2017April 5, 2018Change Management, CRM, Implementation, Strategy

Getting the most out of your CRM implementation

Key areas to focus on when implementing or improving a CRM system. What CRM-related problem are you trying to solve? Focus on […]

January 28, 2017April 5, 2018Change Management, CRM, Implementation

Implementing change

Change management is a vital and often overlooked aspect of implementing a CRM solution. The key elements are: Communication at all levels […]

January 28, 2017April 5, 2018CRM, Strategy

Business objectives

When implementing a CRM application focus of the business objectives to be achieved. In the beginning it makes good sense and aids […]

January 28, 2017Strategy

Managing change

When embarking on a CRM programme consider the following: Are the business needs driving the change or is the technology driving the […]

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