April 3, 2017

Personas for better user needs -“Would this make sense to Gus ?”

Personas help differentiate similar roles and identify nuances you need to build in to the CRM system to address varied user needs. We discuss examples of persons for sales and service systems.
March 13, 2017

Planning Stakeholder Communication

Analyze the significant stakeholders for your CRM project and manage the activity levels with them. Maintain a plan showing the communication format and frequency with each one of them
February 10, 2017

Top 5 Business Analysis Activities on a CRM Project, Beyond Requirements

A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.
February 6, 2017

Using Subject Matter Experts for your CRM initiatives

Subject Matter Experts (SMEs) are good resources to tap into for new ideas and trends. Companies may have Enterprise Architecture Teams or Advisory Boards or a network of experts to tap into.
February 6, 2017

Identifying Stakeholders for your CRM initiative

Look across internal and external users for identifying stakeholders for your project. Regulators, partners, suppliers and even competitors are candidate stakeholder groups.
February 6, 2017

Stakeholder Analysis & Management

A range of stakeholders exercise influence, positive or negative over the project and its results. Having a close relationship with and understanding their motivations is critical.
February 6, 2017

Stakeholder Power-Interest Grid

The Power-Interest Grid where you map power and influence of the stakeholder on the project is an excellent pointer to how actively to manage them and what to anticipate in terms of their attitude to the system.