The implementation team should work closely with senior managers and other stakeholders in to set manageable goals for the new CRM system. Focus on the easy-to-remember and aspirational acronym SMART: ...

3. Implement a well-rounded CRM testing strategy Thorough testing is vital in any software project (those related to CRM implementation are no exception), and a solid testing strategy will help you ...

Don't wait to implement it. With the right tools and strategy, you'll empower your team to focus on what they do best - ...

Here are some suggestions on how to successfully implement a CRM system into your company. First and foremost, it is important to have support from top-level management. A project of this magnitude ...

CRM is not a straightforward tool you can simply onboard your teams onto or add to your existing tech stack. Its deployment within an existing business requires a forward-thinking approach to ensure ...

The CRM you choose comes down to the business outcomes you seek and the complexity of your operations and business model relative to others in your industry.

In every CRM implementation that I’ve been involved - new or rescued - it's always the senior management person that makes the difference between success and failure.

So, what’s the rub? The challenge is that implementing a CRM tool is a broader process than with a basic productivity or collaboration tool, because it creates multiple workflow considerations that ...

"Initially when CRM hit the market, when it became a big industry trend, I think everyone ran out and looked for a technology solution to deliver this 'CRM,'" says Chris Braccia, director of product ...

Companies are scrambling to implement CRM solutions and integrate all their customer contact points. However, most find capturing customer data or feedback the most difficult part of implementing ...