2 Days of Strategic CRM Workshops

Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days. 

Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.

CRM Failure: The Tortoise and the Hare

The struggle is real: Over 60% of CRM projects encounter challenges to adoption or even outright failure.  Apply this simple lesson when you (re)start a CRM project to ensure success.

From CRM to Customer-Centric – Step 1

“I’m not sure our CRM project has anything to do with customers at all. But, if it does, it is something we are doing to our customers, not for our customers.”

That’s what a new client told us in a workshop we delivered to their leadership team. It’s ironic that the most often overlooked stakeholder in CRM projects is the customer!

Read on for one simple starting point for putting the "Customer" back into CRM.

Employee Engagement - It's NOT an Initiative, it's a Culture

Employee engagement – it’s just one of the latest buzz words floating around. But what does it really mean? I can tell you that it’s not just performance plans, timely feedback and evaluations. We need to stop being so focused on the employee’s productivity and start focusing on their experience in the workplace. If an employee is having a good experience, it stands to reason that this will allow them to be more productive and engaged. So how do we do that? Let’s take a look at five principles to get us there…

Six Tips To Manage Active Listening In Your Next Meeting

How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.

Are you worth the effort?

Companies continue to spend countless hours focusing on how to better articulate their value proposition, in order to increase both the volume and velocity of sales. There is potential for greater impact by focusing some of that time on an often neglected piece of the sales puzzle. Have you considered how hard you are to work with?

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two

A successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two

A successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part One

 
Finding the right mix of requirements for a customer to participate in a loyalty program versus the reward payout to help grow that existing customer base and bring on new customers is the “secret sauce” of loyalty. In a pair of blogs, we will discuss some of the benefits of a loyalty program, and five important areas of consideration when planning a launch - program structure, operations, platform selection, and vendor selection. In part one of two we will look at benefits and program structure.

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part One

 
Finding the right mix of requirements for a customer to participate in a loyalty program versus the reward payout to help grow that existing customer base and bring on new customers is the “secret sauce” of loyalty. In a pair of blogs, we will discuss some of the benefits of a loyalty program, and five important areas of consideration when planning a launch - program structure, operations, platform selection, and vendor selection. In part one of two we will look at benefits and program structure.

Insert A Little LUCK Into Your Channel Strategy To Optimize Your Partnership

In order for a channel strategy to be successful, the investment does not end with implementation. It takes a lot of hard work and a little LUCK along the way.

9 Tips to Re-Engage your CRM Use

Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

Five Ways NOT to Prioritize Initiatives for your Organization and Yourself!

Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...