Picture the scene. You and your implementation partner have been working for months to implement your carefully thought out CRM system. The requirements specification has been met and the day to set the system live has finally arrived. Your excitement levels are at maximum as you look forward to the Continue Reading
The main phases of a CRM project and typical timelines
A couple of weeks back I wrote a piece about what I saw as the key roles in a CRM project. In this article, to help anyone planning a project, I’m going to outline what I see as the key phases. So, largely in sequential order: Initial planning and feasibility Continue Reading