Amplify Business Success with CRM

SalesLogix continues to further their mobile strategy and vision with the release of Mobile v2.1 for SalesLogix 8.0. This month (April 2013) our clients have access to the latest update.

One of the hardest parts of email marketing is generating content email subscribers truly want to receive.

Emails without interesting and relevant content will quickly be disregarded.

CRM is more than just software or a set of processes - it's a business culture solidly focused on winning and keeping the right customers.  

A good CRM solution builds value for your business by opening up vital communication channels and creating a common client-focused knowledge-base to better serve your clients.

Getting Things Done:  We must never allow our lizard brain's resistance to stop us from "Shipping".

These 'Top 10 Ways to Beat Internal Resistance' are inspired by Seth Godin and David Allen.

1. Create a deadline in someone else's world.  (Tell someone else to help make you be accountable)

• Have you purchased business management software before and if so what were your positive and negative experiences?

• Stakeholders - Do you have those involved in the use of and management of the information identified along with each of their outcome objectives and expectations?  How will the future be different?

• What do you foresee as possible road blocks for a successful implementation?

• Do you have a project manager and champion of this change initiative?

• What will be the number of expected users, their departments and primary job responsibilities as it relate to CRM?

• What is the expected “Go-Live” deadline?

• What are the expected time requirements that your project implementation team is planning to devote to this CRM initiative?

• What operational processes do you foresee being affected by this upcoming change initiative with CRM?

• How will your people be held accountable to learn new capabilities of business management software?  Review the CRM user adoption principles.

• What are your sources of data to be used to start up this CRM system?  What is the quality (number of records) of company accounts, contacts, addresses and sales opportunities?  What is the data quality and expected level of de-duplication that will be needed?

• What is your current technology foundation:  Number of servers in networks, operating system and versions of servers, desktops, laptops, smart phones and tablets?

• What are the technical skills of all the users?
• Heavily involved in using business applications
• We have no dedicated IT, but have several power users.
• All know web browsers usage and Microsoft Office productivity tools.
• Minimum – know how to use browser to use Internet only
• What other business applications are in use?  What version of Microsoft Office?

• Are you having web leads come from a web site that needs to be imported regularly or automatically?

• Do you have lead lists, trade show lists, etc. that need to be imported several times each year?

• Will you have some internal power users defined as 1^st line of CRM system support?

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18 Requirements for Business Success with CRM