A Company’s website is not often looked at when implementing a CRM solution or CRM processes, but it represents a major facet of the relationship that a company has with its customers. The website is the public face of every company, and represents a major entry point to customer communications and relationships. Yet the corporate [...]
CRM 1.0's archives
CRM and the Corporate Website
Certified Organic Opportunity Management
The sales process from lead generation to opportunity management has always been a difficult one to enforce, as sales reps are not people who tend to be process-oriented. Thus, many reps do not bother to do more with a CRM system than to use it as a digital Rolodex – schedule activities, write notes about [...]
Don’t Fall Into The “They Do It The Same Way” Trap
It happened to me the other day, and it’s happened many times before. I’m in a needs analysis meeting with a new customer, reviewing their processes and working to implement a CRM strategy that makes sense for their business. When discussing process with a project management group, I came across the fact that there was [...]
Defining CRM Processes for Professional Services
Having been involved in many CRM consulting projects and implementations over the last decade, I have always marveled at the fact that while CRM has done a very good job at implementing processes for sales, marketing, and customer service, the area of professional service / project management has been widely ignored. While many CRM vendors [...]
An Introduction to CRM Bytes
Well, this is the traditional “Hello World!” post that every blogger has ever written, so I may as well follow tradition and write my own. CRM Bytes is a blog dedicated to exploring the concept of Customer Relationships, and applying technology to aid in gaining and retaining customers. CRM is traditionally thought of as a [...]

