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The CRM Architect

Building a home – and configuring a new CRM system – are complex projects. For both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to create the blueprint for your new home, for a CRM project, it can be helpful…

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CRM Success Steps and Strategies - Part 11: Don't Do It Alone

CRM Success Steps and Strategies – Part 11: Don’t Do It Alone

If this all sounds a bit overwhelming, don’t worry. Few people have the extensive experience to successfully deploy a CRM system by themselves. Still fewer are excited about expending the effort to get this experience. Fortunately, you don’t have to do it alone. You can reach out to CRM providers for assistance, engage experienced consultants…

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CRM is a Journey…Not a Trip

I recently heard someone comment that CRM is a journey, not a trip. Truer words were never spoken. As many of my clients will tell you, I am fond of saying that CRM is not a project, an initiative or a rollout – it’s a fundamental change in the way that your firm manages and leverages…

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The CRM Personal Trainer

Many people who are recognized as leaders in their sport, field or occupation often attribute a significant portion of their current success to a trainer or coach of some type who helped them achieve more than they ever thought they could. And plenty of couch potatoes can attest that the only thing that finally motivated…

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Your CRM Journey – Part 6: Your Compass

Sometimes when you are on your CRM journey, you may get turned around.  You may even feel like you have lost sight of your destination. It can seem as though you’ve passed the same landmarks over and over again without making any real progress. You may even get so dizzy or disoriented that you don’t…

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Diving Into CRM Part 5: The Lifesaver

You thought you were ready, so you took the plunge and dove right into the CRM pool. You had a plan, prepared adequately, worked hard, committed resources, staffed up and seemed to be paddling along smoothly toward CRM success. You headed directly for the deep end because you thought that was where you would best…

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The Data Quality Doctor Is In

If you think you may be suffering from data quality depression, it can be helpful to see a specialist such as a CRM data quality consultant who is familiar with its causes and effects – and who is expert in prescribing the right treatment for your specific problem. The diagnosis will often begin with a checkup, which is…

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Diagnosing Data Quality Depression – Where Does It Hurt?

The potential remedy for your data quality depression will depend upon the underlying cause. To diagnose the cause of your underlying symptoms, you must first assess the situation and figure out exactly where it hurts. Potential pain points may include:  A lack of adequate staffing to keep up with the data quality issues  Failure to…

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Recognizing the Signs of Data Quality Depression

Data quality depression has been described as an emotional state characterized by feelings of sadness, despair, and discouragement – often accompanied by a strong desire to bang your head against the wall… repeatedly. For your mental health, early detection is key and requires that you be aware of the signs or symptoms which may include:…

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The CRM Checkup

As with any stressful or strenuous activity, always be sure to visit your physician before beginning your CRM ‘workout’ regimen. For a CRM checkup, you’ll probably want to enlist the services of a CRM ‘specialist’ such as a consultant who focuses on helping Clients to succeed with CRM. So what does a CRM checkup typically…

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