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CRM Implementation Resources

Implementing a CRM system can be a complex project that must be managed throughout from putting together your ‘wish lists,’  through to managing the change within your business. We have put together a selection of resources that will help you kick start your CRM project. For more information or to discuss your project in more detail please email:

Discover CRM ( is an excellent site that provides a range of free resources that you can adapt for your CRM project. We have included their CRM Requirements Template as an example. We have also included their CRM Implementation- 7 Steps to Success

Business Balls ( provides a huge range of free-to-use management resources and guides. We have included an extract from their Essentials of Implementing Change Management section.

Kotter (  is a leading international business transformation consultancy and we have included their excellent 8 Steps to Accelerate Change in your Organisation ebook.

David Beard and Peter Holland led our recent CRM workshops and we have included their workshop presentations. 

Click here to download the presentation by Peter Holland

Click here to download the presentation by David Bard.