The CRM Consultant

The Benefits of CRM – Contact Management (The Video)

Richard Boardman — Mon, 13 Sep 2021 18:00:35 +0000

First in a number of videos I will be doing around the benefits of CRM technology. Thought I would go back to CRM’s routes and talk about the benefits of contact management.

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The real reasons CRM projects fail

Richard Boardman — Thu, 02 Sep 2021 06:29:41 +0000

Much has been written and said over the years about CRM project failures and their causes, but a lot of it has been by marketing folks and journalists rather than those on the front line. So in this video I wanted to set out what failure really looks like and – from my experience – the five most common reasons for it.

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How long does a CRM project take?

Richard Boardman — Mon, 23 Aug 2021 10:32:03 +0000

I was conscious that in last week’s ‘layperson’s guide to a CRM project’ video, where I broke a project down into the different stages, that I didn’t really cover off associated timelines. Something I’ve addressed in the following video, in the context of a mid-sized CRM implementation:

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A Layperson’s guide to a CRM project

Richard Boardman — Mon, 16 Aug 2021 17:21:57 +0000

In this video I wanted to set out the principle stages of a CRM project. It’s aimed at people new to managing a CRM project, and tries to identify some of the things to look out for as you progress.

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How to speed up a CRM project

Richard Boardman — Wed, 11 Aug 2021 06:20:08 +0000

People are often surprised how long a CRM project can take. In this video I go through ten ways to speed up the delivery of a system.

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Nine Ways To Reduce The Cost Of A CRM System

Richard Boardman — Wed, 04 Aug 2021 06:10:03 +0000

As promised in last week’s post, which outlined the costs involved in running a CRM project, this video sets out ways to reduce them.

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How much is a CRM system?

Richard Boardman — Wed, 28 Jul 2021 07:26:00 +0000

In this video I walk through the different types of costs that are involved in a CRM project. These include software and implementation costs, project team time, the impact of go-live on users, system support, and the ongoing development and management of the system.

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What does a CRM consultant do?

Richard Boardman — Sun, 25 Jul 2021 14:17:04 +0000

‘CRM Consultant’ is a confusing term, largely because it’s used by a lot of different people that might be involved in a CRM project. In this video Richard Boardman walks you through the different types.

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CRM Value Maximisation Services Video

Richard Boardman — Wed, 21 Jul 2021 17:02:05 +0000

Just created a video about our CRM Value Maximisation services, which are designed to help organisations generate more value from their existing CRM systems:

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CRM Discovery Services Video

Richard Boardman — Sun, 04 Jul 2021 13:52:05 +0000

We’ve made a few changes to our services portfolio in recent weeks, and we’re in the process of putting together some explainer videos for the individual service offerings. The following is for our CRM Discovery Service:

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