Category Archives: CRM Philosophy

CRM: The Third Implementation

Posted on 2011/01/26 by Donato

There is the common, but false belief that a successful CRM implementation is complete once users are up and running and the technology replaces the manual tasks of tracking prospect/customer information. That is certainly a milestone, but not the end … Continue reading →

Posted in CRM Data Plan, CRM Measurement, CRM Philosophy, CRM Quality | 1 Comment

What is a CRM Data Plan?

Posted on 2010/07/26 by Donato

Every company has a unique set of requirements for treating data.  A pure telesale operation that never uses postal mail may want to take an abbreviated approach to data entry.   Example: Container Co However, a mail order house may want … Continue reading →

Posted in CRM Data Plan, CRM Philosophy | Tagged , | 2 Comments

CRM’s are not built to keep your data clean

Posted on 2010/07/22 by Donato

Why can’t my CRM vendor keep my data clean? Nearly every CRM company and internal corporate IT department has taken a stab at solving the problem of keeping your data clean. You may have heard of it referred to as … Continue reading →

Posted in CRM Add on Tools, CRM Data Plan, CRM Deduplication, CRM Philosophy, CRM Quality | Tagged , , , , , , | 3 Comments

An Intro to Cleaning your CRM

Posted on 2010/07/12 by Donato

Realization.  It does not happen in the first 6 months of having a new CRM.  Your CRM sales rep did not tell you about it.  It was not something that was on your mind.  Your CRM is dirty and it … Continue reading →

Posted in CRM Deduplication, CRM Philosophy, CRM Quality, CRM Sales Process | Tagged , , | Leave a comment