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4.5 stars
CRM Selection Best Practices and Worst Practices
CRM Selection Best Practices Industry pundits have opined near countless theories related to the software selection, implementation, and management of CRM solutions. Based on surveys, research and studies, there is no lack of self proclaimed expert opinion for those about to embark on a CRM selection project. However, readers often want practical recommendations and CRM selection best practices that can be immediately applied.
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3 stars
CRM Software Selection: Don't Put The Cart Before The Horse
CRM Selection Order For the third time in as many analysis reports, short changed CRM software selection projects were attributed to failed CRM implementations. Other factors include lack of executive sponsorship, weak project management, under-estimated change management and challenges in securing user adoption, over-customization of the CRM software and budget-overruns.
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3 stars
How To Assemble The Right CRM Project Team
CRM Project Team Implementing an IT-owned CRM selection or implementation project has a strong tendency to backfire, as users struggle with changes in their daily business routines. Instead, IT and business managers should proactively seek out a CRM project team which includes cross representation of stakeholders and a high-ranking business executive who will sponsor the mission and benefits of CRM to all affected.
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3 stars
Avoid This Common CRM Software Selection Mistake
CRM Selection Mistake Too many business and IT managers succumb to a common CRM selection mistake - the failure to actively include users in the CRM software selection project. This can lead to relegating the decision making to a features shootout based in large part on capabilities and tools that users don't often use. The project becomes little more than an IT purchase and places user adoption at risk.
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3.5 stars
10 Steps to Making Effective Customer Reference Calls
CRM Selection Mistake Checking customer references is one of the most important steps in a CRM selection project, however, one that many organizations do only at a superficial level, or don't do at all. In this article, Rick identifies the 10 steps to completing effective customer reference calls - which when done correctly simplifies the task and maximizes the benefits.
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