Tag Archives: CRM

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 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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What’s Your Why for Implementing CRM?

It is not unusual for folks to ask Why Customer Relationship Management Software? It’s expensive and takes a lot of work to keep it up. Well today there are web based solutions like Salesforce CRM for less than $25 a … Continue reading

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Goals 101

Get started with SMART Goals, do it NOW….! Continue reading

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Salesforce Manufacturing Forum, Los Angeles, CA

SureFire Presentation                                                                             … Continue reading

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Salesforce – Transformational CRM Event, Hosted by Cloud Sherpas 4/17/14

Pelican Hill Resort, Newport Coast, Orange County, CA There was a great line up of speakers, Peter Coffee, Dr, Jim Lacey and Sr. Director Fred Orensky. Featured Speakers: Peter Coffee – VP for Strategic Research at salesforce.com Dr. Jim Lacey, … Continue reading

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