In our previous post, we discussed the importance of knowing your exact needs before beginning a CRM project. We would like to add that you will also need to pay special attention to your sales force as well. Your sales force will also make use of the CRM so why not make sure that it is set up to their specified needs? In this post we will cover the elements that you need to review with your sales force, such as their current workflow, areas of improvement, and so on, before starting your ERP project.

Before even starting with a CRM project it is important to understand your organization. Failing to do so can lead to unwanted shortcomings in the future. Remember! A CRM project is a "forward-looking" project. In other words, your CRM will continue to be a frequently used tool as you move forward, so a good foundation is key. In this blog post, we will cover the aspects you must take into consideration before launching your body and soul into your CRM project, it is imperative to get a precise understanding of your expectations and a good inventory of your business strategy and needs.

You understand all of the benefits that a CRM can bring to your company. You've already thought it through and you are about ready to start your CRM project. There is a lot of bad advice circulating the web, some of which you may want to reconsider before integrating a CRM software into your SME. In this blog post, we address ten pieces of advice that you shouldn't follow as well as some counterpoints that will be more beneficial to your company's CRM project. We want you to have a successful CRM integration. And of course, Captivea is here to support!