Richard Boardman

Richard Boardman

Mareeba CRM Consulting
Richard Boardman has worked in the CRM industry since 1995 and is founder of the independent CRM consultancy, Mareeba CRM Consulting. Based in the United Kingdom, Boardman has been involved in more than 200 CRM system implementations.
  • 0 comments 311 reads
    Posted on 2012-02-05

    Photograph courtesy of PinkMoose

    I’m in the process of putting a piece together on training on CRM systems, but as a quick preliminary I thought would walk through some of the options for training delivery, and their relative strengths and weaknesses:

    Externally delivered training

    This is generally by using the CRM vendor or implementation partner, though training can also be available from other parties and freelancers. On the plus side, the big strength of this approach is that delivery will be by an experienced trainer, who will know the technology inside out, which are not small considerations. On...

  • 0 comments 452 reads
    Posted on 2012-01-28

    Photograph courtesy of Eva Luedin

    Anyone involved with implementing CRM systems will be familiar with the conversations that go on in the background. A whole range of quibbles, gripes, concerns, and issues, are answered with the stock standard response, that of course when the new CRM is implemented, then quibble x, gripe x, concern x, or issue x, will no longer be a problem, because when we have CRM everything will be perfect.

    While it’s tempting to bask in the warm glow created by the fact that prospective users of the system feel you’re developing something akin to ending global warming, the...

  • 0 comments 826 reads
    Posted on 2012-01-21

    Photograph courtesy of jared

    There are a number of challenges and unknowns when implementing CRM technology. No matter how thorough your requirements gathering, one or many of the following may occur:

    • Users fail to engage with the system
    • Additional functional needs are identified to support business processes
    • Users use the system in a different way to what was envisaged
    • The organisation’s processes have changed since requirements were initially defined
    • Capabilities are developed that are found to be redundant when the system goes live

    ...

  • 0 comments 699 reads
    Posted on 2012-01-08

    Photograph courtesy of Paolo Camera

    Once upon a time there was a small department in a much bigger business who were exemplary users of CRM technology. They used their system to help manage all their key processes. The marketing team used it to precisely target relevant communications to prospects and customers to generate new leads. Those leads were logged, managed, and nurtured within the system to help maximise conversion rates.

    Sales people had access to a wealth of tools and collateral to make them effective and productive as possible. Potential sales deals were managed through the system to give better visibility of future orders...

  • 1 comments 2,482 reads
    Posted on 2011-12-31

    Photograph courtesy of Takomabibelot

    It’s been an interesting year on the CRM vendor front. Salesforce.com alone ensured it would never be a dull 2011. It felt like hardly a week went by without them buying another company.  Acquisitions included Heroku, Dimdim, Assistly, Model Metrics, Radian6, and Rypple. They clearly have a bold vision of the future and it’s going to be interesting in 2012 to see if they can harness these acquisitions and break out from their traditional CRM roots.

    Oracle seemed keen to avoid Salesforce getting too much of the limelight. Firstly by cancelling Marc Benioff’s keynote at Oracle OpenWorld...

  • 0 comments 878 reads
    Posted on 2011-12-24

    Photograph courtesy of net_efekt

    As I mentioned in my last post – what is a CRM consultant, there are – perhaps confusingly – a wide range of people who use the title ‘CRM Consultant’, but who actually perform very different roles in the world of customer relationship management. One species is the Independent CRM consultant, whose role is typically to provide an independent perspective on matters relating to the selection and implementation of CRM technology. Vendors have something of a vested interest in...

  • 0 comments 498 reads
    Posted on 2011-12-03

    The sign in the picture has significance. Well significance to ultra runners anyway. Or more specifically ultra runners taking part in the Country to Capital at least (which takes place in January in case you’re tempted). The sign signals a left turn that takes you into central London. Miss it and you’re heading for Slough instead of Little Venice, and the only way back is to retrace your steps. And despite the fact there is a sign there’s always a few runners who miss it and end up clocking up a lot of extra miles.

    I’ve been running ultra races for the last four or five years...

  • 0 comments 626 reads
    Posted on 2011-11-30

    Photograph courtesy of perhapstoopink


    One of the recurring themes in this blog has been the importance of the vendor project manager. Most organisations purchase CRM technology on the strength of the sales team, with whom their likely to have little to do with once the project commences. The project manager by contrast is the person who can really make or break a project. I’ve been fortunate to work with some very good vendor project managers over the years, so here are the nine qualities I look for:

    They’re client oriented – while the project manager is to some extent...

  • 0 comments 335 reads
    Posted on 2011-11-22

    Photograph courtesy of Nicksarebi

    You may have seen one of those documentaries about soldiers training for the special-forces. There’s normally a scene that goes along the following lines: a soldier reaches what they believe to be the end of some incredibly gruelling endurance test, presumably hopeful of some food and rest, only to be informed that actually their day is only just beginning and they are now about to embark on some even more demanding test. The aim is clearly to massively stress their resolve to carry on. Not surprisingly perhaps many drop out at these points, and only the very...

  • 0 comments 946 reads
    Posted on 2011-11-05

    Photograph courtesy of nathanmac87

    This post concludes the series on classic CRM software selection mistakes: