Scoping out a potential CRM project can be relatively short. The duration depends on the complexity of the organization and the number of potential issues to be solved. Once a scope of work is defined, a CRM services company can provide a more refined estimate of what it will take to interview key stakeholders, examine existing systems and then document the detailed functional specifications for a CRM implementation. The following will help you be better prepared for success.

Too much time, energy and money is spent searching for potential clients. In the new world of media, getting found via search engines or social media has become an additional expense.  Wooing and winning new clients is more difficult as they have information and resources available with a click on their mobile device and set up systems to guard from pesky sales people.

Our culture has evolved, and executives are required to be more elastic in their roles and wear many hats. One of the essential roles is selling, including "non-sales selling". Daniel Pink refers to this type of selling as “Moving others” in his bestselling book “To Sell Is Human: The Surprising Truth About Moving Others.”