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Posts Tagged 'Consulting'

We are pleased to present below all posts tagged with 'Consulting'. If you still can't find what you are looking for, try using the search box.

Can You Add a CRM Field Please?

Sometimes saying "yes" to make your CRM users happy can create unnecessary complexity that chips away at the user experience and, ultimately, hurts adoptin. In this article we'll look at some helpful questions to ask before adding a new field to CRM. 

CRM Best Practices - Too Many Fields

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.

5 Keys to Protecting Customer Data in CRM

Concerned about how to protect your customers and the data in your CRM system?  So are many business executives.  But you may find some surprises in the 5 keys to protecting one of your most valuable assets.

Part 2: You Might Need a New Consulting Partner If...

In March of this year I published a blog entry, You Might Need a New Consulting Partner If..., which was inspired by Jeff Foxworthy's “You Might be a Redneck If” jokes. In this post (part 2), I will share more tips to help you narrow down your options and find the best technology consulting partner for your organization.

How to Pick the Right Technology Consulting Firm for Your Organization

Overwhelmed by options
With so many technology consulting firms to choose from, it is often difficult for decision-makers to sort through the options and offerings and determine the best partner for their organization. Over the past 15 years in the IT industry and business applications realm, I've noticed some key traits that set top consulting firms apart. I hope my insights will help you make the right decision for your organization.

Blog Topics


CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.


SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.


CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.


SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.


SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.