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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CRM planning
Blog

How Much Should I Budget for a CRM?

If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM?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.

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CRM budget
Blog

What is a CRM Roadmap?

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.

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CRM roadmap
Video

What is a CRM Roadmap?

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

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Podcast

Are You Listicling?

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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Blog

How Much Does a CRM Cost?

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…

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how much does a CRM cost
Podcast

CRM Non-Predictions

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

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

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sales management crm
Podcast

Mobile Garments

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

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