After you’ve evaluated the organisation’s departments and processes, the next step in building a CRM project is to build and execute an implementation plan. This plan should encompass the organisation ...

Making the jump from spreadsheets to a CRM system is a turning point for growing sales and marketing teams. And the benefits are pretty clear: Better organization, the ability to automate tasks, and ...

It's 11 p.m. on a weeknight. You're at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

A decade of guiding companies has shown me that teams who fail to effectively implement their CRM always start at the wrong step. Here’s how you should manage your CRM project instead. Strategic ...

Statistics show that 30 percent to 60 percent of CRM projects fail—mainly because of poor user adoption. Sales reps cling to legacy tools, carelessly complete CRM data, or ignore new functionality ...