In our previous post, we discussed the importance of knowing your exact needs before starting a CRM project. We’d like to add that you also need to pay close attention to your sales force. Your sales force will be using the CRM as well, so why not make sure it’s configured to meet their specific needs? In this post, we’ll cover the elements you should review with your sales force-such as their current workflow, areas for improvement, and more-before starting your ERP project.

Before even starting a CRM project, it’s important to understand your organization. Failing to do so can lead to unwanted shortcomings down the road. Remember: a CRM project is a forward-looking initiative. In other words, your CRM will remain a frequently used tool as you move ahead, so a solid foundation is essential. In this blog post, we’ll cover the key aspects you need to consider before throwing yourself body and soul into your CRM project. It’s crucial to have a clear understanding of your expectations, along with a thorough inventory of your business strategy and needs.

You understand all the benefits a CRM can bring to your company. You’ve already thought it through and you’re just about ready to start your CRM project. There’s a lot of bad advice out there on the web, some of which you may want to reconsider before integrating a CRM system into your SME. In this blog post, we look at ten pieces of advice you shouldn’t follow, along with some counterpoints that will be more beneficial to your company’s CRM project. We want your CRM integration to be a success. And of course, Captivea is here to support you!