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Name Your Sacred Cows for CRM Implementation Success

by Brandon Ferris on Jul 30, 2020
CRM, System Selection, Zuri Group

Before You Can Make Change, You Must Know the Things You Cannot Change Let’s take a quick detour from Salesforce and focus on a particular dimension of Legacy 2.0 that I call, “Naming Your Sacred Cows.”  With the idea that Salesforce can be an asset to avoiding Legacy...

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Implementing Salesforce? Make Innovation a Success Metric.

by Brandon Ferris on Jul 8, 2020
CRM, System Selection, Zuri Group

Everybody loves Salesforce—at least that’s the way it feels. Salesforce and its reliable nonprofit fundraising derivates offer tremendous customization, mobile-readiness, and automation capabilities, just to name a few of its best-known, distinguishing features. In my...

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Could Salesforce be the Answer to Legacy 2.0?

by Brandon Ferris on Jun 17, 2020
CRM, System Selection, Zuri Group

One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...

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Boredom and the Art and Science of Implementation

by Brandon Ferris on Apr 10, 2019
Conversion, CRM, Operations

We want to make your life boring. Why would we do that to you? Nobody really likes to be bored. We like to be engaged, entertained, so absorbed that we’re blissfully unaware of the passage of time. But sometimes a little bit of boredom can be a victory. In fact, I...

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The Top 3 Things You Need to Do to Smooth Your CRM System Implementation

by Brandon Ferris on Sep 29, 2015
Conversion, CRM

Is there a CRM system implementation in your future? Here are our top three recommendations for how you and your team can ensure a smoother ride. #3: Don’t overlook change managementWhat? Change management? That fluff? Come on, we’re all adults here. We’re all...

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