We work with companies wishing to streamline their business by implementing a new CRM system, and always look at ways of helping them manage this change. With any system, a database is only as good as the data and effort you put in; therefore it is key everybody adopts a new system and utilises its full potential from the outset. We take the job of implementing a new system very seriously and whilst we focus on the big jobs such as training or configuration, we also spend time on the small details. Identify a champion – A system champion will be responsible for basic system administration and for getting to know how the software behaves. Identify standard practices (per department) – Create a standard operating environment – it’s always easier to get everyone reading from the same page if they all have the same book. Make data entry ‘enjoyable’ – it is important to remember that the quality of the data is dependent on consistent data entry by all users.
Changing the habits and beliefs of anyone is a daunting task but if done right can be extremely rewarding. These have just been a few of our suggestions on how to implement new CRM software into your business, but please feel free to add any ideas or comments below.
We’re in a world where smart phones, marketing and everybody else is vying for our attention.
Before a consultant can offer sound recommendations, they must explore what is going on to uncover the facts and identify the root causes. Without going through this discovery process, there is no way to pinpoint what the real issues, challenges, problems and opportunities might be or the cause and effect relationships for addressing them. Through investigation, First Concepts is able to offer recommendations that are specific to the organization and its markets. Figuring out what changes, improvements and new initiatives is not the end for First Concepts. To see our content at its best we recommend upgrading if you wish to continue using IE or using another browser such as Firefox, Safari or Google Chrome.
As the serious recession of the past five years starts to abate we can consider now some of the changes that have occurred and are occurring. Eurozone: The lead up the German election in September was preceded by a nicely judged political hiatus to keep Greece and the Euro low on the agenda of the German election. Banks: The ECB is examining the liquidity of EU banks now and the less than promising reaction to this news has been a minor flight from EU bank shares.
International Trade: A unique paradox has appeared in this area with a minor decline in the growth rate of world trade volume.
Emerging markets: China manages its growth position well but Brazil has slowed due to lack of structural reforms.
Employees accustomed to certain workplace practices can perceive change as disruptive and unnecessary, overlooking the longer term benefits.
They will also provide a liaison between the system users and the software technical support. Give them a sense of ownership that helps facilitate the change and encourages user adoption. Agree on and implement a standard operating environment from the outset so everyone uses the system in the same way, with the same tools.
She identifies business problems, implements ClickHQ CRM and carries out tailored training.


Effective improvements must address the cause or they won’t produce sustainable sales growth. True investigation requires the absence of any assumptions or preconceived notions about what might be going on or what might help the organization. This starts with observation and interviews that may include traveling with salespeople and spending time with management. Written materials, reports, media, data and existing research is then reviewed. Everything is thought out based on what will improve the way the client organization operates, what type of structural and related changes would be necessary to support new strategies, what will affect prospective customers’ decisions to buy, and the best way to market to those customers.
There is a process required to effectively direct this effort that will insure everything is considered while allowing for the synthesis of creative ideas and assessment of the impact of implementing specific strategies. The greatest plans and strategies in the world mean absolutely nothing unless they can be implemented. Recognising the need for a change that will benefit your business, and then implementing it, requires a specialist skill set and a carefully planned strategy to achieve results. By using illustrations and personal experiences and not being afraid to share his own point of view of the current situation and who is to blame for it, he engages the whole audience, at the same time helping us all to understand the credit crunch a little better.
The redoubtable Merkel being duly re-elected is now talking about Greece again but the truth is that its position continues to deteriorate. India has suffered from its currency devaluation and South Africa is suffering productivity threats from poor labour relations. Trade looks a lot healthier too so there is reason to cheer but the government is rightly not cheering too much.
Over time, the champion becomes an expert in using and administering the system, who can provide training to new users.
Having regular feedback sessions and surveys will not only help to get everyone’s voice heard, but also assist you with measuring the effectiveness of your new implementation. Small details like ensuring users use the same browser, helps standardise the work place and remove potential usability barriers. Create habits like logging into the CRM first thing in the morning and keeping it open in a separate tab all day. Just ensure that a change in CRM is monitored closely and issues are identified and acted on as early as possible. Clare makes sure she really understands customer problems and provides high level support for ClickHQ.
This involves gathering and analyzing information from a variety of sources inside the organization as well as prospects, customers and other parties involved in its industry.
Interviewing prospects and customers, spending time in prospects and customers organizations, and researching the industry through associations and other means is a critical part of any investigation.
The investigation and recommendations create a foundation for executives to work on strategy and planning. Investigations create a solid foundation so senior management can discover the best strategies to increase their firm’s rate of growth, margins and market share. This process promotes maximum creativity, alternatives, analysis and evaluation of the real world impact of any promising strategies.
First Concepts specializes in helping clients identify all the issues that will affect the implementation of what has been decided. Italy remains a serious cause for concern with political instability and too many mature industries that look less competitive today.


There is an underlying concern in the EZ about deflation, debt, bank liquidity, growth and the periphery that is driving such measures.
The relative growth in services may be part of this but the decline in consumption of ‘physical’s’ is less easy to explain. The UK has a long way to go to cut its deficit and the structural fundamentals are still way out of balance. In some cases, we recommend qualitative and quantitative research so we have all the information necessary. They now have a fresh perspective conducted by independent and objective outsiders to add to their own perspectives. This leads to a plan about how the organization needs to be structured and operate to support those strategies. It combines private thinking, group discussion, and an outside professional’s perspective coordinated through a series of repeating steps until agreement is reached.
There is no way to force great strategic ideas out of the mind in a group discussion on a specific date. First Concepts believes in taking responsibility for results based on what it has helped its clients develop. Spain and Ireland continue to recover slowly but Portugal remains a threat to recovery and deficit reversal. Productivity is low and exports too low to impact the current account as much as is needed.
This creates an objective 360 degree view of the organization and its relationship with its marketplace. This insures that all employees, departments and functions in the organization are prepared and committed to execute the strategy with effective management support. So First Concepts remains involved with the client during execution to evaluate progress, assist in making adjustments based what’s happening, and guide the effort until it achieves its goal. I would still engineer an exit for Greece and Portugal but the political will outweighs the logic. Wage growth is not keeping up with inflation and the wider economy will need a long time to fully re-balance. That can happen right before you go to bed, when you wake up in the morning, when you are taking a shower, when you are in the middle of a negotiation or reading an interesting article. We often act as project managers to guide the implementation process, select and manage outside vendors, and insure the plan produces results. A change leader will engage all stakeholders in the change, and ensure there is a communication to everyone involved. Wirebird holds change-management workshops where it trains employees on how to use the new technology and communicate what benefits they deliver to the business.
To minimise these surprises, Wirebird evaluates all eventualities so it can plan to adapt or reverse the change should serious problems be encountered. Even if a customer is only making a change to an application, Wirebird can discuss it and put it through its Change Approval Board, where it has the necessary experts to assist in the decisions.



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