CRM Requirements

Service

CRM Planning

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

Learn more about CRM Planning
CRM planning
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/…

Listen Now
Podcast Mic
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.

Continue reading
CRM roadmap
Blog

How Much Does a CRM Cost?

October 5, 2020

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…

Continue reading
how much does a CRM cost
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…

Listen Now
Podcast Mic
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.

Continue reading
sales management crm
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
Podcast Mic