Training as part of the CRM Implementation process

Training as part of the CRM Implementation process. By Shabana Reddy Don't leave training until the end - training is often considered the last component of an implementation. Training receives the least funding and results in end-users receiving a new application at the last minute. Give your end-users as much time as needed with the new solution before going live--it makes the transition that much easier. Training should begin immediately following integrator and software selection. The sooner training begins, the sooner end-users realize ... Read more

Selecting and Implementing Successful CRM

Selecting and Implementing Successful CRM. By Shabana Reddy. If not chosen or implemented well, a CRM system may feel more like an expensive mistake than a useful tool. A CRM system is a software tool that helps manage interactions with constituents. To be successful, a CRM system must track and report information about the people you engage with in a way that helps you further your goals. For this reason, an organization’s specific needs and workflows must be a critical factor when selecting and ... Read more