Strategic Planning
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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Building Blocks for Success: Selecting the Right Team for Your Software Implementation
A successful software implementation relies on the combined knowledge of your software consultant and your internal team. That's why it's so important to choose the right group of people to be part of your project. What skills and experience should these individuals have? How should you…
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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If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM?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 Readiness Challenge
In this episode of CRM Talk, hosts Steve Chipman and Sam Biardo discuss how to prepare an organization for CRM success before implementing a new system. They emphasize the importance of executive sponsorship, precise requirements, and organizational alignment to avoid costly surprises.
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CRM & ERP Selection
In this episode, we’re joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective…
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