Strategic Planning


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.

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CRM planning

CRM & ERP Selection

November 20, 2017

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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