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!



