Dull maybe, but essential – the role of the usage manual in CRM implementation

Point 57 in the ’99 ways to get more out your CRM software’ was: 57. Develop a usage manual – does everyone understand how they should be using the system Often different people will use it in different ways, and that impacts key outputs such as reports. Creating a usage manual will help define how the system […]

Choosing CRM software – the dangers of recommendation

While recommendations from people we know is probably the biggest influence on our purchase decisions for goods and services, I’ve never been too convinced as to how well this works when choosing CRM software. As a case in point, I had a conversation this week with a business owner who was struggling with a recently […]