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CRM Best Practices, Research Insights and Expert Opinions

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Company Growth

The Business Case for CRM

A CRM Business Case with research findings that show the CRM financial impact to company revenues, profits and CRM ROI.

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Implementation Plan

A CRM Implementation Plan to Lower Time, Cost and Risk

A proven and repeatable 7 step CRM implementation plan to reduce project risk and maximize CRM implementation results.

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How

How to Create a Winning CRM Strategy

A CRM strategy implementation framework to increase user adoption, grow customer relationships and improve technology ROI.

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CRM ROI

What’s the ROI for CRM? CRM ROI Research Findings

Research shows the CRM ROI is 211%, on average, but can surge to 3 times that figure based on software utilization and user adoption.

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CRM 20

CRM 2.0

The CRM 2.0 Framework is a 4-step process to get much more value from your existing CRM software investment and surge your CRM ROI.

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User First CRM Implementation

The User-First CRM Implementation Method

The 8 User-First building blocks that deliver higher user adoption, improved business outcomes and the most successful CRM implementations.

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CRM Software

The Future of CRM

The next generation of CRM software will transition from data management to customer relationships and a whole lot more. Here is the future of CRM.

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360 degree customer view

How to Design Your CRM 360 Degree Customer View

How to create a 360 degree customer view to improve customer relationships and increase customer share, loyalty and retention.

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Growth

CRM optimization — Get More Value from Your CRM System

CRM optimization best practices to increase CRM value by using more of the technology to improve user, customer and business outcomes.

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CRM Insights

CRM Selection Insights

The most powerful CRM Software Selection Insights to save time, lower risk and choose the best CRM for your business.

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Customer Relationship Management

Design Thinking for CRM

How design thinking for CRM achieves the most important and highest payback user, customer and company outcomes.

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CRM Maturity Model

The CRM Maturity Model

The CRM Maturity Model is a 4 phase continuum to better engage customers, grow customer share, keep customers longer and improve ROI.

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CRM governance

How To Create CRM Governance That Works

A 4 step process to create a highly effective CRM Governance Framework — for effective project delivery and improved business outcomes.

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How

What is CRM?

Contrary to some popular belief, CRM is not software. CRM is a business strategy to grow mutually beneficial and profitable customer relationships.

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CRM Insights

Marketing Analytics Consulting Insights

A marketing analytics consultant shares the four most important best practices to convert marketing data into marketing insights.

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CRM Process

CRM Selection Process

A proven CRM Software Selection process to reduce time and risk and find the best CRM software for your company.

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Best Practice

CRM Business Intelligence Best Practices

The 3 BI best practices to transform data from a byproduct to an information asset and increase customer and company financial results.

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Business Executive

CRM Optimization — Expand CRM Value and Increase Sales Results

5 CRM optimization best practices to improve sales productivity, grow the pipeline, increase sales conversions and grow customer share.

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Customer Lifetime Value

The Importance of Measuring Customer Lifetime Value

Customer Lifetime Value (CLV) calculations, best practices and use cases to maximize top line revenues and bottom line earnings.

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How

CRM RFP: Valuable Discovery or Waste of Time?

Most CRM RFPs fail to differentiate CRM software solutions. Here are the CRM RFP failures, fixes and alternatives to do better.

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CRM Market Share

CRM Market Share Report

The CRM Market Share Report measures the size of the market, forecasts market growth and ranks the top 5 CRM vendors.

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Change Management

CRM Change Management

CRM change management best practices and a step by step step Change Management Framework for CRM software implementations.

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How

Why CRM Fails

The top reasons for CRM failures, and the strategies, best practices and methods to prevent these challenges.

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Best Practices

CRM Strategy Best Practices

4 CRM strategy best practices to maximize user adoption, business process automation, customer objectives and technology ROI.

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