Your CRM Coach

Your CRM Coach Journal

A selection of thoughts and experiences to help you understand how we work and why we do what we do.

A person writing in a notebook at an information kiosk

  1. Am I working with a CRM Cowboy?

    Five telltale signs that your CRM partner might be a cowboy, and how to spot them before they ride off with your budget.

  2. How should we approach a CRM RFP?

    RFP's are the best way to start a CRM project, right? Not quite...

  3. Project managers… are they really necessary?

    Project management is taking up heaps of my budget. Should I be concerned?

  4. How do you choose a good CRM partner?

    Your CRM partner could make or break your project, so it’s critical that you talk to people!

  5. CRM Projects: Go it alone, or get someone else in?

    Should you DIY a CRM project? Perhaps we should consider if you want to be building guitars or if the reality is you want to be a rockstar.

  6. What’s a CRM partner do, anyway?

    I keep hearing about CRM partners. What are they?