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this ties directly to:Clint,Your focus on utilization over features is SMART! Along that line, I think CRM is mis-named. It should be something like "People Hub". Why? CRM won't do sh*t unless you have it's users (reps & managers) happy they have it.Today, most Decision makers see CRM as a productivity tool. The users of CRM (Sales and managers) see CRM as a P.I.A. You'll never get any ROI from CRM if the reps & managers have to fight to make it work.In my travels, CRM made people problems worse. I committed mountains of time and money and the reps fought me and lied to me every step of the way, because no one sees the value of CRM (except you). If you can't get the entire team on board BEFORE you launch this, be prepared for frustration and failure. Idea: have your team to do a demo of your top 2 choices. Get their feedback and get the petty whining out of the way early.HTHJoe
this ties directly to:
Clint,
Your focus on utilization over features is SMART! Along that line, I think CRM is mis-named. It should be something like "People Hub". Why? CRM won't do sh*t unless you have it's users (reps & managers) happy they have it.
Today, most Decision makers see CRM as a productivity tool. The users of CRM (Sales and managers) see CRM as a P.I.A. You'll never get any ROI from CRM if the reps & managers have to fight to make it work.
In my travels, CRM made people problems worse. I committed mountains of time and money and the reps fought me and lied to me every step of the way, because no one sees the value of CRM (except you). If you can't get the entire team on board BEFORE you launch this, be prepared for frustration and failure.
Idea: have your team to do a demo of your top 2 choices. Get their feedback and get the petty whining out of the way early.
HTH
Joe