Category Archives: CRM

Top Reasons CRM Implementations FAIL Take 1 of 2

Top Reasons CRM Implementations Continue to Fail & what to do about it Take 1 It was shocking to me when I started researching this article just how bad the situation was. Not only was the failure rate high, between … Continue reading

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Step SIX of SIX Define Your Road-map

The tailwind from a Salesforce Implementation will be felt for years, as the benefits mount. Continue reading

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Step FIVE of SIX – Prioritize Initiatives

“Your either working on your Priorities or Someone else’s”
David Sandler Continue reading

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The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

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The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … Continue reading

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The SECOND step of SIX to CRM Implementation Success

Define Your Strategy From Wikipedia: Strategy (from Greek στρατηγία stratēgia, “art of troop leader; office of general, command, generalship”[1]) is a high level plan to achieve one or more goals under conditions of uncertainty. In the sense of the “art of the general,” which included several … Continue reading

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The FIRST of SIX Steps to CRM Implementation Success

Creating a High-Level Vision From Wikipeadia 1.Organizations summarize their goals and objectives in mission and vision statements. Both of these serve different purposes for a company but are often confused with each other. While a mission statement describes what a company wants to do now, a vision statement outlines … Continue reading

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