Subscribe to my newsletter EDM News
Even Forrester Research Agrees with Me
10 September 2007, by , in Data Management, Research, No comments

Forrester Research is an independent technology and market research company. Forrester recently released a list of its CRM “best practices.” The list includes the following:

  • Build strong executive sponsorship of the program. (See my article “The People Factor.”)
  • Have business units lead CRM with support from IT. (Again, see my article “The People Factor.”)
  • Put in a governance structure that fosters accountability and decision making.
  • Define your objectives and processes first then apply the right technology.
  • Follow a realistic pace for the rollout. (Again, see my article “The People Factor.”)
  • Define data requirements and data quality approaches early. (See points #3 and #4 in my article “Five Steps to Ensure the Success of Your Database.”)
  • Foster user adoption.
  • Place a high priority on software usability. (See my article entitled “The Two Most Important Things to Consider When Choosing Your AMS.”)
  • Simplify the CRM platform.
  • Actively manage the vendor relationship. (Again, see my article entitled “The Two Most Important Things to Consider When Choosing Your AMS.”)
  • Forrester based this information on interviews with 22 executives to determine this list. I’m pleased to say that with the exception of the “governance structure” concept, I’ve been promoting all of these ideas to my clients for the past eight years. I’ve written about most of them (the links next to the bullets).

    So now you know, it’s not just me saying these things. Even Forrester Research has (finally) figured it out.

    About author:

    Archives

    Sign-up for EDM News

     

     

    Testimonials

    “Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

    Mary Pat Paris, Executive Director
    International Registration Plan

    “We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

    Jack Chiasson, CMP Executive Director
    National Association of Life Brokerage Agencies

    “Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

    Mary Pat Paris, Executive Director
    International Registration Plan

    Mary Pat Paris
    International Registration Plan

    “This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

    Tim Wilson, Executive Director
    Western Arts Alliance

    Tim Wilson
    Western Arts Alliance
    %d bloggers like this: