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CRM Requirements

Service

Strategic Planning

Effective planning is the foundation for a successful project. Technology Advisors follows an agile planning methodology for the most comprehensive approach to software selection.

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Blog

How Much Should I Budget for a CRM?

August 23, 2022

If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM? Well, there are a couple of factors to consider. In this post, we’ll break down what to think about as you plan your CRM budget.

Blog

What is a CRM Roadmap?

January 13, 2021

In this post, we’ll address what a CRM roadmap is, why it’s crucial for successful CRM implementation or conversion, and what companies should do to create a comprehensive CRM roadmap.

Blog

Conquering Risk with a Phased CRM Implementation

September 16, 2024

As a CRM and digital transformation consultancy, we guide our clients on industry best practices for CRM implementation. Whether you’ve implemented CRM before or are just getting started, the advice for a successful project remains the same: Be strategic. Detail your requirements. Phase your…

Blog

How Much Does a CRM Cost?

July 19, 2024

The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…

Video

What is a CRM Roadmap?

June 28, 2022

In this video, you'll learn the important steps of a CRM roadmap and how it’s crucial for successful CRM implementation.

Podcast

Are You Listicling?

May 6, 2021

Sam and Steve verbally expand on several of their respective listicles. Source posts are:

10 Questions you Must Ask When Selecting a CRM (https://www.techadv.com/blog/10-questions-you-must-ask-when-selecting-crm)

5 Levels of CRM Requirements (https://crmswitch.com/…

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Podcast

CRM Non-Predictions

December 14, 2016

Sam’s office party interruption, Salesforce vs Microsoft comparison update, CRM requirements for sales management, self-implementing CRM, the cost of CRM professional services, preventing scope creep on flat rate engagements, quote to order to invoice, level of detail in CRM requirements, the…

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Blog

CRM Requirements for Sales Management

November 11, 2016

Which CRM requirements are crucial for sales management? Keep these categories in mind as you analyze the sales management capabilities of a CRM system.

Podcast

Mobile Garments

February 12, 2015

How specialization is occurring in everything from mobile apps to underwear. CRM requirements, the business value of podcasting and getting overwhelmed by online ads.

Listen Now