Richard Smith is a founding partner of Green Beacon Solutions and serves as vice president and CRM practice director there.
Smith offers advice in this podcast on basic best practices to consider when choosing to upgrade CRM software, along with an overview of some common upgrade challenges. He covers training on CRM system updates, considering other CRM vendors and using a partner or consultant during an upgrade.
Listen to the podcast (opens in a new window): Basic best practices for a CRM upgrade
Or, click on the arrow to play the podcast here:
Total length: 19:10
Fast forward to questions that interest you most:
:54: What are some common challenges business encounter when doing a CRM systems upgrade?
6:37: When and how should organizations plan to train software users on the updated CRM system?
9:18: At what point does a business consider other CRM vendors? What is the best way to manage that process?
13:30: When and how should a business choose to use a partner or consultant for a CRM upgrade?
Visit the accompanying business case for a CRM upgrade for a comprehensive look at what's involved in building a business case for updating CRM software.
