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About
I speak on CRM, highlighting how a successful CRM solution builds sales & delivers a personal touch.
The nine steps of CRM success
The nine aspects of your CRM project that must be addressed to avoid project failure. Choosing the technology is not where your efforts should go Ensuring that your team have the right value
Leading a CRM leadership change
Why CRM project failure rates are so high How to maximise on the functionality that the technology already has What successful CRM comprises
Taming the beast of CRM data
There is little point in capturing all your customer / client and prospect information, and diligently entering it all into Microsoft Dynamics 365 (or CRM), if neither you nor anyone else can get it out in a meaningful way. Data is useless – information and knowledge are powerful How do we convert our data into valuable information? The options in Microsoft Dynamics 365 (or CRM) to enable you to make the right decisions from your data
Your perspective matters!
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