Blog Articles
Super Users for CRM Deployment and Adoption: How to Maximize your CRM Investment
The article “Super User: The Champion of CRM Deployment & Adoption” provides expert advice, real-life examples, and practical tips for successful CRM deployment and adoption. The article emphasizes the importance of super users, who act as champions within the organization, and offers guidance on identifying and training them.
I Won the Opportunity – Now What?
“I Won the Opportunity, Now What?” provides practical advice on how to turn a hard-won opportunity into a success. With clear guidance on clarifying expectations, creating a plan, communicating progress, staying organized, and evaluating progress, this article offers actionable advice for making the most of your win.
Lets Keep it Clean – CRM Databases
“Let’s Keep it Clean: CRM Databases” explains why a clean database is crucial, how to fix common issues, and best practices for keeping your CRM database organized. By following the advice in this article, you can improve the accuracy and effectiveness of your CRM data for better business outcomes.
If Only This CRM Software Had This Feature
“If Only This Software Just Had This Feature” offers practical advice for providing feedback to software developers, prioritizing features, and working around missing features. If you want to maximize the usefulness of your software programs, this article is a must-read.
The Deceptive Appeal of CRM Stage Creep
“The Deceptive Appeal of CRM Stage Creep” offers practical advice for streamlining your sales pipeline, identifying key stages, and avoiding unnecessary complexity. This article is a must-read for anyone looking to optimize their sales process and boost their CRM effectiveness.
“Stock and Flow” versus “Job Tracking” How does my agency do both well?
In the contact sport of the rep business, we must be adaptive creatures. A major trend we are seeing across the agencies we support with
