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Project Management Archive
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7 Essential Steps When Considering a CRM Solution
Posted on February 20, 2010 | No CommentsFor many advisers, choosing a specific customer relationship management technology can be a challenge. There are hundreds of CRM systems, and more than a dozen are focused specifically on financial... -
Keeping Your Racknine CRM Data Safe and Secure
Posted on February 20, 2010 | No CommentsHere are a few tips we are sharing with our clients about keeping their CRM instances safe and secure. This is mostly targeted at organizations that are currently using Salesforce’s... -
Get Your Racknine CRM to Work the Way You Do, Not The Other Way Around
Posted on February 20, 2010 | No CommentsThere are several methods to get your company to capitalize on your CRM investment, the key is to understand that in most cases the issue with adoption is not the... -
Why Do CRM Projects Fail?
Posted on February 20, 2010 | 2 CommentsNearly one-third of Customer Relationship Management (CRM) software deployments end in failure, according to independent research firm AMR Research Inc. In this article Bob Sullivan lists some useful tips from... -
When would be the right time for a full scale CRM Software?
Posted on February 20, 2010 | No CommentsAs the workforce becomes better technologically capable, more companies are asking themselves the following the question “When is the right time for a Full Scale CRM system?” In my experience,...
