I cannot stress enough the importance of detailed, thorough, and complete documentation when it comes to CRM implementation projects (or any project, for that matter). A project I was recently involved with on a periphery basis went through a significant amount of pain because of the disconnect between sales and the implementation team in regards [...]
Project Management's archives
It’s All About The Documentation
Posted by Mike in Monday, October 5th 2009 under: Best Practices, Case Studies, Implementation, Project Management Tags: Documentation, Project Management, Scope Creep
Defining CRM Processes for Professional Services
Posted by Mike in Thursday, July 16th 2009 under: CRM 1.0, Project Management Tags: Business Process Management, CRM Process, Professional Services, Workflow
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 [...]

