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
Free CRM coaching and mentoring for UK-based charities
We’ve recently launched our CRM mentoring and coaching service. It’s designed to help CRM sponsors and project managers navigate the potential pitfalls of a CRM project, without the need to commit to a heavy consulting engagement. The service consists of monthly calls to track the project’s progress and advise on Continue Reading
Why absolute clarity of purpose is so important in implementing CRM systems
I was asked to review a CRM system a few years ago. The client suspected that there was a user adoption issue. Which indeed proved to be the case. The system was, in principle at least, used to support sales forecasting, but usage was pretty mixed. Some areas of the Continue Reading
The first and most important question you need to answer, and answer right, when implementing CRM software…
There’s one key question that you need to address when implementing a CRM system. It’s a question that needs addressing early, and, unless you want to experience a huge amount of unnecessary pain and expense, it’s a question you need to answer correctly. Before I get to the question, I Continue Reading
Where did it all go wrong – 11 reasons CRM projects fail
The subject of this post was prompted by a discussion about CRM implementation failure that I saw in the CRM Experts forum on LinkedIn this week, which prompted me to summarise my thoughts on the main reasons CRM projects fail. Just to give this a bit of definition, when I Continue Reading