With the basic functionality of contact information, history, tasks and to-dos in place and being used regularly, you are … Read more about Templates, Checklists, Workflows
Previous posts in this series have covered preparation for the journey, traveling from “No CRM Land” to “CRM Land” and how to … Read more about Contact Info, To-Dos and More
By Spenser Segal Now that the preparations for your Journey to CRM Success are complete (see complete series to this point), … Read more about The Advisor’s Journey to CRM Success: Getting User Buy-In
By Spenser Segal Our last discussion covered the essentials of creating a successful user journey. Now it is time to turn … Read more about Tech & Owner Essentials
by Spenser Segal So now that you are ready to make the move out of No CRM Land and embark on the Journey to CRM Success, it … Read more about Planning, Data and Set-up
by Spenser Segal In my last post we discussed the signs and signals associated with deciding to take the Journey to CRM … Read more about Which CRM to Choose?
by Spenser Segal In my last post we discussed a bird’s eye view of the Journey to CRM Success. Now it is time to start … Read more about When Does CRM Make Sense?
If there is one thing that has been proven time and again through our years of consulting on CRM projects with advisory … Read more about The Journey to CRM Success Begins
by Mark Nahlovsky Even if you select the right CRM for your business, configure it to your exact specification, and … Read more about Training is Critical to the Mix
by Mark Nahlovsky In my last post we looked at the total cost of ownership when it comes to a CRM with the conclusion that … Read more about Institutions Advance on the Partnership Curve
by Mark Nahlovsky The last four topics in this series focused on what a CRM can do – now it’s time to get to the heart of … Read more about What a CRM Really Costs
by Mark Nahlovsky Now that we have covered types of CRM programs and their Essential and Advanced functionality in my last … Read more about Welcome to Your Technology Hub