The Benefits of CRM – Contact Management (The Video)
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
First in a number of videos I will be doing around the benefits of CRM technology. Thought I would go back to CRM’s routes and talk about the benefits of contact management. ShareThis ..read more
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The real reasons CRM projects fail
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
Much has been written and said over the years about CRM project failures and their causes, but a lot of it has been by marketing folks and journalists rather than those on the front line. So in this video I wanted to set out what failure really looks like and – from my experience – the five most common reasons for it. ShareThis ..read more
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How long does a CRM project take?
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
I was conscious that in last week’s ‘layperson’s guide to a CRM project’ video, where I broke a project down into the different stages, that I didn’t really cover off associated timelines. Something I’ve addressed in the following video, in the context of a mid-sized CRM implementation: ShareThis ..read more
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A Layperson’s guide to a CRM project
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
In this video I wanted to set out the principle stages of a CRM project. It’s aimed at people new to managing a CRM project, and tries to identify some of the things to look out for as you progress. ShareThis ..read more
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How to speed up a CRM project
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
People are often surprised how long a CRM project can take. In this video I go through ten ways to speed up the delivery of a system. ShareThis ..read more
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Nine Ways To Reduce The Cost Of A CRM System
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
As promised in last week’s post, which outlined the costs involved in running a CRM project, this video sets out ways to reduce them. ShareThis ..read more
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How much is a CRM system?
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
In this video I walk through the different types of costs that are involved in a CRM project. These include software and implementation costs, project team time, the impact of go-live on users, system support, and the ongoing development and management of the system. ShareThis ..read more
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What does a CRM consultant do?
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
2y ago
‘CRM Consultant’ is a confusing term, largely because it’s used by a lot of different people that might be involved in a CRM project. In this video Richard Boardman walks you through the different types. ShareThis ..read more
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CRM Value Maximisation Services Video
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
3y ago
Just created a video about our CRM Value Maximisation services, which are designed to help organisations generate more value from their existing CRM systems: ShareThis ..read more
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CRM Discovery Services Video
The CRM Consultant | Independent advice on getting more from CRM
by Richard Boardman
3y ago
We’ve made a few changes to our services portfolio in recent weeks, and we’re in the process of putting together some explainer videos for the individual service offerings. The following is for our CRM Discovery Service: ShareThis ..read more
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