From Filofax to Freedom Pt2 – Crystallising Vision

I wasn’t quite sure what to expect from our scoping session, I suspected it would be practical stuff like how many contacts, categories, a discussion about other tools I might want like invoicing etc. It was nothing like that! Paula asked me questions about my business that I hadn’t considered for a while, stuff like where my business going, what it looked like in the next 5 years, who I was working with and importantly…

Business vision is key to creating effective CRM systems

Every Power Pack CRM that we build starts in the same place – the business vision. Without knowing where the business is going there is no way of fully understanding how to create the system that is going to underpin the processes and automation within that business. CRMs and other business systems are only as good as the design they are built on. They’ve got to be treated like a satellite navigation system – it…