Implementation

For B2B software or hardware products and services, implementation refers to all the post-sale processes involved in operating the purchased solution in its intended environment. Often vendors will have a dedicated team to assist new customers with implementation and may travel onsite to assist with installation, configuration, customization, testing, or user training.


What We Learned from 500+ Mortgage Professionals: 4 Key Insights

What We Learned from 500+ Mortgage Professionals: 4 Key Insights

In 2016, we surveyed more than 500 mortgage professionals to get a pulse on the current state of technology. With the purchase market projected to grow significantly this year, retail lenders are preparing to leverage technology so they can meet the growing demand. Participants in the survey consisted mostly of mortgage lenders, brokers, and correspondents, […]


What I’ve Learned from 100+ Software Implementation Projects

What I’ve Learned from 100+ Software Implementation Projects

The key to successful software implementation is user adoption. We’re living in the most connected era in human history. A time when self-driving cars, 3D printing, and augmented reality are no longer merely a product of science fiction. New technologies have enabled organizations to automate some of their most labor-intensive processes, paving the way for […]


5 CRM Best Practices to Drive Adoption

5 CRM Best Practices to Drive Adoption

With so many internal stakeholders spanning across several organizations—from sales to marketing to product and more—the value a CRM delivers depends on the apps you build on it. Here are five CRM best practices to help you drive adoption within your organization so you can see a return on your investment. An effectively managed CRM […]