Take your CRM to new heights by creating amazing sales dashboards using CRM and data analytics.  Sales people are often short on time and patience.  They will stop using a CRM if meaningful data is not available at a glance.  When CRM dashboards fall short, data analytics can be used with your CRM to create…

Best Practices for Driving CRM Success from an expert with 150 implementations. “75% of CRM users just wished their CRM system worked better.”

CRM systems such as Microsoft Dynamics 365 and Salesforce continue to enhance their products with new features, which can offer substantial value to an organization. Why do so many…

Achieving high CRM user adoption rates is paramount to the success of any CRM.  When poor user adoption occurs, frustration mounts at every level of an organization.   Why does this happen and how can it be avoided?  This blog addresses common reasons for poor user adoption and best practices for avoiding it. What Causes Poor…

As a follow-up to my last blog post, Start from the Real Beginning, following are some brief tips to help your organization get started with a CRM. Guiding Principles Planning: Start from the “Real Beginning”. Codify each of these building blocks and share them with your entire organization. Document, document, document!…

By Valerie Roush In the 12 years I’ve been implementing CRM solutions, I’ve seen so many of my clients and own organizations start their implementation far past the most strategic and important analysis. Skipping the “real beginning” always results in missed opportunities to achieve organizational objectives, enterprise adoption, and ROI of your new system.