The First Line of Defense for Data Integrity In the customer information entry stage, mandatory fields are the basis for ensuring data integrity. Enterprises need to define key fields according to ...

You’ve taken the first step toward success by investing in a CRM, however now it’s time to implement it. We understand that this is not always an easy feat, which is why we put together some ...

If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

Colleges and universities have two philosophies to choose from when deciding how to implement customer relationship management systems (CRM), each with its own merits. That is the conclusion of an ...

Until recently, implementing CRM software meant either engaging an implementation company that has been trained and/or certified by the vendor or using internal IT resources. Neither choice is optimal ...

Most Customer Relationship Management or CRM implementations are governed by an incomplete vision, one that is far too internally focused, and as a result, they are quietly failing to live up to their ...

There was a time in the not-so-distant past when the Allegheny College Admissions Department had codes in our student information system (SIS) to indicate whose office an admissions folder was in. We ...

Not too long ago, advice to keep a CRM implementation simple would have focused around due diligence for the application (you never buy a complex product unless absolutely necessary). It would have ...

AMR Research has released results of a new study describing CRM implementations. As the chart below shows, nearly one-third of CRM implementations fail: The research suggests that CRM initiatives ...

Over the years my firm has been asked to resurrect many failed customer relationship management applications. It doesn't matter whether it's Salesforce or any number of their competitors. The reasons ...