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Seth Sands said on February 20th, 2009 at 4:42 pm

Awesome thoughts. CRM and simple “lists” is something we struggle with.

CRM is not a magic bullet, it’s the gun. How and what you shoot it at, is what makes it an effective weapon.

Anh said on February 20th, 2009 at 4:51 pm

I have seen so many businesses that approach CRM the wrong way. As you pointed out, it isn’t a magic bullet, yet I have seen countless of people stomping and screaming when their new CRM doesn’t just work. They would pull the IT guy into the process of finding the right CRM system, but he may not even use the system. The time and money spent on trialing all the different CRM solutions is wasted, but easily prevented if they know the above.

Ben said on February 20th, 2009 at 5:09 pm

I think you hit all the points. Especially important is the fact that everyone in the company has to be on board with using the CRM system. Otherwise, all the time and money spent putting it in place was a wasted investment.