Are You “Taxing” Your CRM Users?
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but…
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but…
The quality of the data in your CRM is essential to maintaining a strong CRM system. Just like the foundation of a building, when building out your CRM system, a solid data structure is essential. Additionally, once your system structure is…
Are there correlations between CRM and Taxes? When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax,…
Spam filters are the bane of marketing departments everywhere. For professional services firms, it can be particularly frustrating when your carefully constructed newsletter or alert doesn’t get delivered. The risk of this happening is even greater if you’ve just switched…
Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time…