CRM implementation roadmap for SMEs

August 13th, 2010

I was at lunch with a friend and a possible client the other day when the talk veered to his frustration with an existing installation of a competitor product.
My friend is knowledgable, he has built his business ground-up and has been through the pains of managing his interactions and opportunities through Outlook and Excel. About a year back, he went and signed up a long term contract with a leading CRM on SaaS vendor. He invested his time and effort, ensured no internal roadblocks and “drove process-compliance”. He knew what he wanted and he was confident that with one of the most versatile and flexible platforms at his command, he will have a very productive implementation.
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How should a small business approach CRM implementation?

May 19th, 2010

Before you talk about wanting to adopt a CRM solution for your company, ask yourself a few questions:

1. Is CRM for a small business? How small is small? More importantly, when do you know you are ready?
2. What is that I am looking for that my current combination of Outlook and Excel cannot deliver?
3. What should you look for in a CRM system?
4. What would it take in terms of time, money and manpower to implement a CRM system? How soon will you see the benefits?
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