CRM 101

The objective of this site (and everything I write!) is very simple: To assure the complete success of your CRM project!

Since there is a lot of information for us to deal with, I try to break it down into logical chunks. So, here you will find:

CRM 101

What is CRM?

Why do CRM?

CRM Needs Analysis Process

Review your current situation

Taxonomy of CRM Solutions

Guide to Software Selection

Managing the Total Customer Relationship

Introduction to Total Customer Life Cycle Management
The Relationship Continuum
Detailed discussion of drip-marketing, etc.
Build Better Relationships with Automated Processes

Planning & Managing the CRM Project

Justifying the Effort, including ROI Analysis & metrics
Budgeting the Project (detailed discussion of all costs involved)
Implementation Plan (detailed schedule with milestones)

Rich's own In-Depth CRM Review Process

What I cover and why
Essential CRM Capabilities
Mini-Review updates of all CRM solutions

As with much of my CRM information, I freely publish these materials for the good of the CRM community.

As I have said many times, CRM success is your only choice! If you are ready to make that choice, I am here to help!