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Learnings

You can learn business.  My journey building M5 was all about accumulating knowledge to be a better entrepreneur, manager, and leader.  This blog is to help me keep some of the notes from that trip, and sharpen my thinking for the next one.

CRM and VOIP Phones

3/19/2010

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Over the last twenty years, business operations have become more dispersed. Most mid-size businesses have deployed some kind of “front-office” software to help coordinate. This is certainly better than the old manila client records that can’t be shared, let alone easily managed.

Anyone that has deployed one of these systems, whether it is ACT, Salesforce.com, Siebel, or a “home-grown” CRM is familiar with their greatest weakness. The systems are passive. If staff doesn't enter notes, the system is useless. Sales teams scramble at the end of the month to enter client records so their managers can update forecasts. And that’s if you have excellent adoption.


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