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CRM Troubleshooting

If you have already chosen CRM software but are having problems with your implementation, give us a call. It is, unfortunately, quite normal for businesses to purchase CRM software and then start to have problems with implementation.

This can lead to a breakdown in the relationship with the vendor and result in a poorly configured system, that fails to deliver the business objectives and results in low levels of adoption.

Give us a call, in confidence, if this is happening to you, as soon as you are concerned. Typically your concerns start when you start doubting your vendor's competence. We can give you some advice to help you get over the immediate problems and you can then decide if you want us to get further involved.

Troubleshooting is hard because it usually involves undoing work that has been done (which is expensive) and the politics get more difficult to navigate when people are seeking to aportion blame.

It is far better for us to be involved before the software and vendor is chosen. But when we do get asked to troubleshoot, typically the vendor-client relationship improves, the implementation can achieve most of its objectives, but costs are likely to be higher than originally planned. (Vendor time and our time). The cost of carrying on without us though, is usually higher.

Specific troubleshooting experience includes clients who had already bought these software*:

Microsoft Dynamics CRM
Salesforce.com
Maximizer
Goldmine
ACT!
SageCRM
Pivotal
SugarCRM
Sage SalesLogix
RightNow

*In no way should this be seen as a reflection on the software, these are all capable and reliable applications.









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