The sheer quantity and advancement of hardware and software solutions may tempt you to approach CRM from a technological point of view. Remember: Customer relationship is about people and planning. Get your organization in order first.
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Projects can be just as wild and unpredictable as a raging river. It's going to take teamwork to get through it one piece.
Okay, so you're at the point of no returnthey have asked for references. This is great news! Now be prepared to provide a list of PROFESSIONAL references and for heaven's sake don't list Mary Jo, your old college buddy and best shopping companion. Just because she knows everything about you (which I'm not sure is a good thing in any circumstance), does not make her your best choice for your professional reference list.
Developing the necessary contingent of test cases to completely and accurately test the system you are building involves detailed thinking and can be a hit-or-miss activity if you improvise. Check off the items here to determine if your test cases will reveal all the hidden problems and ensure that all scenarios are addressed.
Outsourcing your software development project is risky, but it can be a cost-effective business move if you select your outsourcing partners very carefully. Use this checklist of criteria to evaluate a candidate vendor's reputation, stability, capability, cost and overall ability to deliver.
What bugs you about debugging? All those details, right? Use this checklist as a reminder to do certain things at a certain time.
This checklist will help you assess your user and technical requirements for accuracy, completeness and quality.
How do you determine the business value of CRM and perform a benefit scan as part of a value-based management approach? Learn by doing, of course! Use this case study example of Midas, Inc., a fictional enterprise that manufactures and markets investment goods, and play along at home as you work your way through the case study.
How does your system development project account for software version changes? Backup and recovery of data and files? Requirements changes? Check your score on software configuration management so that you can avoid pitfalls down the road.
Are you signing a contract to outsource a software development project to a vendor? Ask these questions to make sure you know what you're getting and are getting what you are paying for.