How to Create A Workflow in CRM


Watch this video to learn how to create a workflow, particularly one that has to wait until a certain time or condition is met.

How to Add a Field in CRM


Ever want to customize CRM?  Add a field or modify a drop down?  Watch this video.  But remember, you must have customization rights to do this.

Why You Need A CRM Consultant with Sales and Marketing Experience


The WHO is just as important as the WHAT in CRM. The WHO: the Partner working with you to design and implement CRM The WHAT: the design and use of CRM. CRM can encompass many different WHATs.  It is designed to be flexible and easily customizable to fit with any business model and any marketing…

Keep a Running List


Just a thought as I work on another CRM implementation… If you are a consultant who is doing several implementations or even if you are just installing this at your company, it’s always good to keep a list of the lessons learned throughout the installation and implementation process.  I have a running list of things…