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Functional Requirements Part C As Ron Foster, the CRM vendor, and Pat are reviewing the CRM project status before the project team meeting starts, “Pat, you have finished your business project document and functional specs in record time. You are good to go into your planning stage”. “It seems the functional specs took a lot of time”, said Pat. “Is this true for all companies during a CRM application implementation?” “Your time for drawing the business process charts was about normal... Read Full Story

Functional Requirements Part B Lou, the company CEO, blazes into the meeting room where the Process Team is waiting to meet with him. “Chris, are you trying to turn this place upside down? I played golf over the weekend with some friends. When I mentioned CRM, a lively discussion started. They started telling me about CRM chaos and such . What’s going on here? Yes, I approved the project costs and buying the CRM software. I figured you did your due diligence. You’ve had almost a month. They... Read Full Story

CRM is NOT a software product Customer Relationship Management ( CRM ) is not a set of software products. It is an ongoing process. Exercise and eating the right foods in the right way versus dieting to lose weight is a lifelong process that becomes an integral part of a persons daily life that also includes such personal habits of brushing your teeth, self-education, and raising children. It is a vital business life cycle. The ongoing alignment of the basic building blocks distinguishes an... Read Full Story

A CRM installation has little chance to succeed unless all of the business functions are documented in detail. It’s like a house without a foundation It’s like flying a plane without an instrument panel If a business process is not documented and used by all the employees, there is no process. Bold statement you say. Try to implement a workflow written in prose like a nonfiction book. It becomes a Standard Operation Procedures manual (SOP) sitting on a shelf. What are some symptoms of a... Read Full Story

Customer Relationship Management ( CRM ) is not a set of software products. It is an ongoing process. Exercise and eating the right foods in the right way versus dieting to lose weight is a lifelong process that becomes an integral part of a persons daily life that also includes such personal habits of brushing your teeth, self-education, and raising children. It is a vital business life cycle. The ongoing alignment of the basic building blocks distinguishes an elegant seamless CRM... Read Full Story

Welcome to Implement CRM at your company. We will post blogs to help You fully understand the fastest growing space for Small and Medium Business - Customer Relationship Management, and Learn what it takes to implement CRM yourself or with help. Read Full Story