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!

You are an excellent gifted and enthusiastic CTO or CIO who now has to work with your sales manager, Richard! This may sound like a challenge but if you just take the lead and listen to what Richard really needs you will be in a good position. Figure out his stakes, the way he works, and what it is he wants to improve. You'll be able to make him realize that there are other alternatives to Salesforce. In this blog post, we break down some key points so that you too can make your sales manager happy!