CRM | Sales | Marketing Insights by Lindsay Garrison
Converting data from an existing CRM system looks like a daunting task. In reality, with sufficient prep, you may be able to do it yourself. If you don’t have time (or your time is better spent elsewhere) there are professionals who can help you. Unless you have a pristine database, proper conversion prep is time consuming. But, don’t defer cleansing the data until after the conversion – the prep time is nothing compared to the effort needed should […]
If you build it, they will come Would you build a house without a set of plans? Not a chance! A builder needs blueprints and detailed specifications – otherwise you could end up with a two bedroom bungalow when what you wanted was a 4 bedroom colonial with a state-of-the-art man cave. Scoping a CRM or customer service system needs the same attention to detail. Consider this scenario plaguing a recent client: The business owner is […]