Things to Consider when Implementing CRM Software

Not sure how you will implement a new CRM?

© Can Stock Photo Inc. / gpointstudio


Choosing a CRM for Your Small Business

Recently we worked with a small manufacturing company on a CRM selection project. We started by getting to know them and how they work. They do custom projects and would need to add about 20 users to the new CRM from their management, sales, and fabrication teams. Working with this team, we helped them select Microsoft Dynamics CRM as the best fit for their business.

But that wasn’t the end of the decisions the principal owner faced. He still had to make one of the key decisions businesses have with any complex software implementation: Do you buy your own on-premise system, or do you subscribe to a partner hosted CRM?
(more…)

6 Steps to get your Small Business on a Cloud CRM

canstockphoto27887749

© Can Stock Photo Inc. / designer491

The Challenge

I recently met “Joe”, a small business owner who is having issues with his Customer Relationship Management (CRM) software. Joe has a CRM software application designed for small businesses, and it is installed locally. (more…)