Ask yourself these questions:
How do we shape the correct CRM strategy for a business?
We help you answer these questions:
Our pain is we cannot_____
I wish the CRM did_____
The CRM needs to INTEGRATE with other programs such as_____
We could grow the business if_____
We would be VERY happy if reports & dashboards showed us_____
Why do Projects fail?
Our pain is we cannot_____
I wish the CRM did_____
The CRM needs to INTEGRATE with other programs such as_____
We could grow the business if_____
We would be VERY happy if reports & dashboards showed us_____
What can I do to have a project succeed? (Below is what you TELL YOUR BOSS)
- Don’t have Under-Commitment for a CRM Project
- You must have Senior Executive Attention
- There is no success with a Part-Time Attitude
- Recognize Champagne Dreams but a Beer Budget
- Don’t pick the wrong Technology Partner(s)
- Beware of Buying Technical vs. Sales Process Expertise
- Expecting to Just Add Water is a Part-Time Attitude
- Don’t Avoid the Human Side of the Equation
- Avoid The Fear-of-Change Syndrome
- Not Having Executive-Level Buy-in will doom a project
- Plan on attending Formal Training with Employees
- Accepting Less Than 100% User Buy-in is a No-No
- Backing Off at the First Sign of Problem doesn’t fix a Problem
- Don’t Assume that Done is Done – continue to improve and train
- Don’t forget to Plan Enhancements/Upgrade
