Software Requirements Specification (SRS)

CRM Projects should always start with the specification! All too often the VP of Sales waltzes into the CIO’s office and says, “I need a CRM system, send me an email when you have found one and have it implemented.” Granted this is a bit of an extreme, somewhat cheeky example but, believe it or [...]

 
CRM Implementation Best Practices

The compelling event Something has happened in the business to warrant evaluating implementing a new CRM system. The system may be replacing a legacy system that is simply not functioning to expectations. Perhaps you are unhappy with the level of service or support you are getting from the current vendor. Regardless of the reason, you [...]

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