Скачать или смотреть How FieldSoft Lost Its Biggest Customer and Became a Stronger CRM Consultancy!

In this video Bradley Field, CRM Consultant and Managing Director of FieldSoft, shares the real story behind losing our largest customer. This project began as a small ten user CRM system for a UK based team and grew into a global CRM rollout with more than two hundred users across multiple countries.
The customer did not leave because of poor delivery. They outgrew us. The project expanded faster than expected and the scale of the work needed a larger partner. We supported the transition for eight months and kept a strong relationship with both the customer and the new CRM provider.
Bradley explains the key lessons learned.
• Say yes to major opportunities.
• Invest strong cash flow back into the business.
• Never rely on one customer for most of your revenue.
This video is useful for business owners, CRM consultants, Zoho specialists and anyone working in professional services who wants to grow without repeating common mistakes.

Keywords included naturally
CRM consultancy, Zoho CRM, CRM implementation, business growth, scaling a consultancy, CRM partner, customer success, CRM project, CRM system rollout, lessons for consultants, FieldSoft CRM, CRM support, CRM migration.