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Tuesday, Jul 14, 2015 Vicki Erb (McCoy)
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Thursday, Feb 5, 2015 Vicki Erb (McCoy)

Winning with CRM - SharePoint CRM Blog

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If a CRM System Was A Person…

What if your CRM came to life?

Imagine this: one day you arrive at work only to find that your CRM system (let’s call him Clyde) has become conscious and is now walking around the office. Clyde has learned how to speak your language. He’s frustrated and becoming vocal, claiming that he has a bone to pick with all those people who have been refusing to enter information into the system.

What do YOU mean when YOU talk about CRM?

toTo say that all CRM software is the same is like saying all houses are the same.

When I talk about CRM I am not just talking about software because CRM is more than software; it’s a business strategy. CRM software as we currently understand it has existed for nearly two decades, but Customer Relationship Management as a concept and business process has been around for much longer, possibly as long as the practice of business itself.

Is a Support Plan Needed for CRM Software?

CRM Support SharePoint

The question of how much implementation support is needed to nurture a successful rollout is often posed to those of us in the CRM software business and it's a difficult one to answer as it depends upon a variety of factors. In this blog I'll do my best to answer some of the questions that an IT Manager or SharePoint Administrator may have regarding implementation support.

Fast and Easy CRM? There's No Such Thing

Making effective use of CRM is neither fast nor easy

As I peek around the CRM market today I often find an oversaturated hype machine obsessed with marketing everything as “fast” and “easy”. But, contrary to popular belief, making effective use of CRM is neither fast nor easy. Successful implementations require time, energy, commitment, leadership and collaboration from all involved parties. It is imperative that everyone involved be included and allotted time to actively participate in the process or the CRM venture will surely fail to deliver desired results.

Learning the Language of CRM

Learning CRM is much like learning a new language.

The biggest challenge we face when attempting to reach our goals is giving up on them before we reach the point of no return. To illustrate this point I will share a personal anecdote with you. A person who has since become a good friend of mine immigrated to Canada as a refugee when he was eleven years old.

Love Your CRM As If It Were Your Only Child

A new CRM system is in many ways like a newborn

Anyone who is a parent (or has friends who are parents) surely has heard stories regarding the good and sometimes difficult parts involved with raising a child, and being responsible for the life of another human being. It’s a daunting task, no doubt. One gives birth to life and then instinctually nurtures their offspring until the child becomes old enough to stand on their own two feet in the world and make their own decisions. Until that point, a parent or guardian is absolutely necessary to take care of the child.

Harvest CRM Success Like a Gardening Pro

Gardening and CRM have alot in common.

There is a general assumption that since CRM software has been around for many years it should be ready to deliver instant results. In fact, many software vendors lead their potential clients to believe this common CRM myth. This is simply not realistic.

CRM Forecast: Partly Cloudy

CRM Forecast: Party Cloudy

Cloud CRM continues to be a hot topic. This week alone I've seen several different posts in one social media group I belong to – all on the subject of cloud CRM: what’s the best platform, what are the most desired features for mobile CRM, etc. Predictions are that cloud-based CRM will account for half of all CRM deployments by 2015.

The Key to Mastering CRM Success

CRM Team Effort

Without the combined efforts of those people who have come before us, the world as we now know it would not exist. The history of human society has been decided by those who have made the effort to will what they desire into existence. There are countless examples of people who have expressed their belief that effort is what separates those who achieve their goals from those who do not.

The Truth About CRM

The Truth About CRM Software

Nothing Worthwhile Ever Comes Easy

There is an old adage that nothing worthwhile ever came easily. This happens to be especially true when it comes to finding, implementing and making productive use of a CRM solution. Many software companies place a lot of emphasis on how easily their software can be configured, and how, once configured, easy it is to use. Although this is sometimes true, and sometimes an effective sales pitch, in reality, implementing and making the most of a software solution is rarely as easy as most sales people would like you to believe.

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