Increasing CRM usage

Finance tech experts? These technical aspects aside, hopefully it is clear that many of the factors involved with CRM adoption – possibly a surprising number of factors to you? – are in the hands of executive leadership and not your CIO, system implementer or training team. Of course, the technical complaints are FAR more acceptable as excuses than some of the human nature dynamics summarized above, so polls of sales teams often yield results which seem like everything would be perfect and that big investment the company made in the CRM would really deliver, if only a few things in the system were tweaked…. Don’t be misled that polls of this kind yield the real rationale behind your team’s reluctance.

Like many CEO responsibilities, the key is to put the right team in place – whether permanent employees or outside partners. But how can a CEO without technical security expertise know whether their security team and program protect them in every way they should? How can a modern-day CEO sleep at night when considering information security? Our team of expert C-level consultants has consolidated this list of main components which should be included in an effective information security program. A summary list of this kind is, of course, no replacement for deep research nor any insurance that protections put in place will function as intended. But for CEOs wanting to get some sleep at night, it does at least provide fodder for a good conversation with your CIO and CISO…

This is not the main driving problem though. The top CRM systems (Salesforce, Dynamics, SAP, Oracle) have been designed with sales input, design thinking and user experience experts coming out their ears. I find several of the top systems really elegant in their combination of simplicity and power. It’s hard to imagine these systems being much simpler while still achieving their intended goal. Neither is the tech IQ of sales staff the major problem. Never before have salespeople had the level of technical skill that today’s sales professionals possess. Explore more details at raising CRM adoption.

Any business should aim to have an IT consultant! Business owners are always looking for new ways to improve customer satisfaction. Technology can help achieve this goal when implemented in the right way. Current technologies enable businesses to communicate with their customers easily and efficiently. The technologies also help employees to improve their productivity and efficiency. IT consultants can advise businesses on the best technologies to adapt to improve their efficiency. The most appropriate technology depends on the nature of business and number of users.

A simple info any CEO should know about cybersecurity: Achieving information security compliance with one or more government regulatory standards for information security (i.e. ISO 27001, NIST 800-171, HIPAA, NYDFS, etc.) is good, but not sufficient to ensure real cybersecurity. Further, it is incumbent upon CEOs to learn more about cybersecurity to ensure their company is taking appropriate actions to secure their most valuable information assets. This does not mean that every CEO needs to become a Certified Information System Security Professional (CISSP). Rather, CEOs should increase their knowledge of core cybersecurity concepts and leverage their own leadership skills to conceptualize and manage risk in strategic terms, understanding the business impact of risk.

We keep this level of engagement throughout project teams. We utilize only skilled staff with actual real-world experience to execute projects. Our larger competitors recruit heavily from universities and have first year associates out billing clients within a month. Our bill-rates are significantly lower across the board for all seniority levels and skill-sets, as we don’t have to carry the overhead of those larger firms. (We don’t sponsor pro golfers or tennis championships, etc…) See more info on Fintech consulting.