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:
Dig deeper on CRM strategy