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John Freeze's Articles

Micro Mentoring – Can you really afford NOT to take the time?

Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.

Five Ways NOT to Prioritize Initiatives for your Organization and Yourself!

Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...

Oh Where, Oh Where has my CRM Gone?

In recent days, due to some unexpected challenges, I’ve been required to do my job WITHOUT my CRM solution. I have witnessed firsthand a productivity spiral downward without access to what some may roll their eyes at and cast aside as unnecessary.  


Excel Overload: How Much is Too Much?

excel_logo_Not a Business Intelligence BI tool

Microsoft Excel is an amazing tool both in terms of the diversity of functions that it can provide and in the depth of data analytics and business intelligence that it makes available to people at every level of an organization.  But too often businesses find that they are using it to solve problems that are much more complex that Excel was intended to solve - and paying a price in terms of employee productivity and costly decisions made using bad data.

So how do you know you've taken your Excel application too far?  And what do you do about it?

How Management Undermines the Successful Implementation of a CRM Solution (Part 1)

We all know that successful implementation and adoption is a major challenge with CRM implementation.  We all know many implementations never deliver the value that was promised.  However, I think very few people realize that the main culprit in derailing adoption is often the same group that approved the budget for the system and were the biggest proponents of everyone using the system.  Great requirements, great implementations and great training can and do get undermined.  It happens far more often than you might think.

Blog Topics


CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.


SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.


CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.


SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.


SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.