In the planning stage of most CRM Projects activity management does not play a central role. After roll out it suddenly becomes a major issue. Why? There are a number of reasons. From the personal point of view, not all activities originate from the CRM system, so how can conflicts be avoided? What happens when the CRM priorities clash with personal priorities?

These are the issues:

  • Groupware vs. CRM
  • Tasks with no specific completion dates
  • Workflow management
  • Daily work planning
  • Cold calls and campaigns

These will be the topics of the following posts. Watch this site!