CRM – It’s a Journey, NOT Just a Project: Insights 1 & 2

Welcome back! As promised, I will take you through my first two insights including “Evaluate Intelligently” and “Establish Strategic and Tactical Goals BEFORE Discussing Features & Functionality”.

Insight 1: Evaluate Intelligently

My firm is a well-established Salesforce.com partner and I admire the fact that Salesforce allows prospective clients to sign up for a 30-day trial. The trial concept shows that Salesforce.com is confident (as it should be) that it’s product is best-in-class and that after you give it a try you will elect to convert into a paying customer. Continue reading CRM – It’s a Journey, NOT Just a Project: Insights 1 & 2…

CRM – It’s a Journey, NOT Just a Project

Inaugural Post Introduction

A few months ago my colleagues and I huddled in our “Zen” creative room (complete with an Apple Think Different poster of Pablo Picasso) and decided that it was time to finally launch the long-awaited and highly anticipated “V2 Blog”. Prior to that meeting, we had been talking for months (OK, maybe a couple years) about the value of engaging in conversation with prospects, clients, partners and the general business community via a blog. Continue reading CRM – It’s a Journey, NOT Just a Project…

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