Guides to CRM
10 Steps to successful CRM implementation (Blog Series)
10 Steps to successful CRM implementation
Step 1: Defining Clear Goals and objectives.
Step 2: Choosing the right solution.
Step 3: Training your staff.
Step 4: Plan a data migration strategy.
Step 5: Establish clear roles and responsibilities.
Step 6: Integration with other systems.
Step 7: Data-driven improvement strategy
Step 8: Monitor and measure success.
Step 9: Continuously update and maintain.
Step 10: Get user feedback.
A CRM Primer
New to CRM? Start here
How to Cut Through the CRM Sales Pitch and Get What You Really Need
Top 10 Questions to ask your CRM Partner
Things a CRM Vendor won’t tell you
10 common causes of CRM failures and how to prevent them.
Maximising Your CRM Investment: Don’t Let IT Drive the Implementation
Digital Transformation and Process Gaps: 10 Critical Areas You Should Know
Budget vs Time in Digital Change: Why Faster, Smaller Projects Are More Effective
Rough Data is a Reality: Strategies for Improvement and Maintenance
Getting Your Team on Board with CRM: Overcoming User Adoption Challenges
CRM is a Team Sport: Top Mantras for Consistent Use
CRM for Sales
CRM Consultancy
Sugar CRM
Sugar CRM Overview
SugarCRM Product Suite
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Customer Journey Plug In
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Sugar Predict
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Customer Journey
The Performance Office – Sales
Find Win Control – Projects
Singleview – HAMBS Health Insurance Funds
Singleview – Case Study – A single solution to two problems
Sugar for Industry
Overview
CRM for Building and Construction
CRM for Financial Services
CRM for Nonprofits
CRM for Wholesale, Distribution and Logistics
Sugar Connectors
SugarCRM to Teams Connector
SugarCRM to Mailchimp Connector
SugarCRM to Eventbrite Connector
BCI to SugarCRM Connector
Contact Plus
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Contact Us
1300 276 669
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Call us on 1300 276 669
226 Stephensons Rd, Mount Waverley, Victoria, 3149, Australia
Via public transport
If you are taking a train, Mount Waverley Railway Station is closest to the office.
If you are taking a bus, closest bus station is White St/Stephensons Rd, Mount Waverley VIC 3149.
Parking
There are 3 on-site parking spots and White Street has no parking restrictions.
Around the office
We also have a market near our office. Take left from the office and it’s just 500 meters away.
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