CRM for Service Businesses: From First Inquiry to Repeat Work
Service businesses sell an outcome that must later be delivered by people.
CRM Foundations
How to Run a CRM Pilot and Decide Whether to Roll It Out
A CRM pilot is a bounded experiment with a decision at the end.
What Is a CRM? A Practical Guide to Building a Useful Customer System
A customer relationship management system should answer three ordinary questions: who are we working with, what happened last, and what should happen next? A database full of names is not enough.
CRM vs. Spreadsheets: How to Decide When It Is Time to Switch
A spreadsheet can be a perfectly reasonable customer tracker.
How to Choose a CRM with a Weighted Scorecard
Choosing a CRM through polished demonstrations often rewards the vendor with the best presentation.
CRM Adoption: A Four-Week Rollout Plan for Small Teams
CRM adoption is not the same as logging in.