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Sharing contacts: Implementing a firmwide CRM system

Group BD partner Andrew Dunn shares how he introduced a centralised ?CRM system at Begbies Traynor Group

1 June 2012

Group BD partner Andrew Dunn shares how he introduced a centralised 
CRM system at Begbies Traynor Group

Key takeaway points:

  1. Implementing a firmwide client relationship management system is no walk in the park.

  2. Dedicate time to assessing the firm’s business requirements and configuring the platform.

  3. You don’t need a massive implementation team – we had just three people in the marketing department managing the entire project.

 

In a people-led business, the strength of contacts,...

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