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: firstname.lastname@example.org
Discover CRM (www.discovercrm.com/crm-software-resources.html) 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 (www.businessballs.com) 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.
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.