Dispelling our 5 favorite CRM myths:

This section provides some insight into the way our team thinks and our approach to success.


CRM... Just another Tech Project

CRM installs are like any other technology initiative…

Today, Companies understand CRM is its own beast, requiring significant investment in knowledge of requirements, etc. However, simply understanding your business requirements is not enough to guarantee success...

We Think

These 10 critical points need to be accounted for:

  • Product Selection: Very hard to tell the difference between todays solutions…
  • Deployment methodology: Online or on-premise;
  • Do we need an “Oversight Team”?: Develop a steering body, or at least a couple of strong voices that have your back…
  • Who is Responsible/Accountable?: You all had full time jobs before CRM, right?…
  • End User Participation: How much is enough/too much?
  • Data Migration: What sources?
  • Data Integration: How?
  • Data Maintenance: Whose job is this?
  • Training: What, Who and How Much?
  • Ongoing Focus: You get regular health check-ups, so why shouldn’t your CRM solution?


Their deep experience in Microsoft CRM and our industry helped shepherd us to success.

Jennifer RousCIOWhiteford Taylor & Preston

The C4CRM team delivered significant value...We highly recommend them as a business partner.

John HarrisonSenior VP Sales and MarketingConcord Technologies

When it comes to implementing CRM, the first name I hand out as a referral is Michael.

Heather MorseDirector of MarketingBarger & Wolen LLP

Honest and totally frank about how to get your project done...

Mark LavenderSales DirectorCCS Mobile

Dedicated, focused, and client-orientated team...

Joolz LewisManaging DirectorThe Corporate Hippy

First-class project management, with real attention to detail and a genuine commitment to ensuring on-time on-budget delivery.

David WoodheadPractice LeadSocial CRM, CSC