How To Avoid CRM Project Failure

No company would like their Customer Relationship Management (CRM) projects to fail. Despite all the good wishes – hundreds of CRM projects fail. Many of them fail to deliver while many fail to complete in the first place itself.

While working on many global CRM projects for some of the large multinationals I have learned to identify some of the key risks that lead to failure of the CRM projects (some of these items here can be generalized to all types of projects although). If we understand these risks and sensitize the project team and executive management with them – many of the project failures can be averted. [Read more…]

ABC of CRM

Salesforce CRM software

A

Account:

An Account represents a company, organization, business or a similar entity with whom you do business (and want to track in CRM).
Aka: Customer, Organization, Company

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Nurturing Customer Relationships Using CRM

Customer Relationship Management (CRM) comprises of three words “ Customer, Relationship, and Management. Most CRMs have a transactional view of the customer “They are built on the premise that customer relationship is nothing but the transactions. While this view may be good for capturing and analyzing the data “ it does not helps in nurturing the relationship the most important leg CRM. [Read more…]

CRM Resolutions on New Year

CRM Resolutions for the New YearHere are our CRM Resolutions on New Year. Many of us make lot of resolutions – personal or for business. But how many businesses make the CRM resolutions? Customers are key to your business – and despite that they are one of the most ignored stakeholder when New year resolutions are made.

Here is our list of Customer Relationship Management or CRM Resolutions on this New Year. [Read more…]

Using Google Docs for Small Business CRM

More and more small businesses are beginning to implement customer relationship management (CRM) software. It is an extremely useful tool for managing customer interactions and tracking sales prospects. In this article we will be discussion about how we can use Google Docs for Small Business CRM?

Companies interested in CRM have two options: [Read more…]