CRM Project Management – Implement What?

The Challenge
“IT must be considered that there is nothing more difficult to carry out, nor more doubtful of success, nor more dangerous to handle than to initiate a new order of things” – Niccolo Machiavelli 1469
Three of the most common pitfalls when implementing CRM software are:
1. No vision of the potential gains.
Put the question to Orville [...]

CRM Discovery Workshop

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CRM – Discover More Capabilities and Payback

Uncle Tony lived in the country and never traveled.  He had never even owned a car.
His grand children loved him and they brought him a brand new Ford Explorer. Tony would practice driving it around his field in lazy figure eights.
I went to visit Tony two years later and found the Ford in his barn [...]

CRM Implementation – Design for Success

Ready, fire, aim.  There’s never time to do it right, but always to time to do it over, etc..
Sure, we’ve all heard these and it is true:  getting it right the first time is easier, cheaper and more profitable than doing a half-baked job, and then doing it all over.  But implementing a CRM system [...]