Maximizing CRM adoption

Real estate tech consulting? Sales managers, do you micro-manage your sales teams from details in the CRM? If salespeople sense that entering all their leads and all the data points they know about every customer and deal in the CRM will bring down waves of criticism and micro-management FAR beyond what they would deal with just tracking their prospects in an old-school manual way (even including getting into trouble for not using the CRM!)… again – they will act in their own best interests. In this case, sadly, that self-interest will be completely opposite company-interest.

If your IT leaders have good solutions in place covering these “threat vectors”, and have a way to know that protections are functioning correctly, they are covering the basics, and you should at least be able to sleep at night. On the other hand, the absence/failure of any one of the line items listed above can open your organization to risk. If any of these protections need to be installed or upgraded, or if you’d like an outside perspective on any unique risks to which your organization may be exposed, please contact us to explore how our experts can offer a deeper analysis.

Transitions can be among the most daunting and complex business events for leaders to navigate, and it is often the technology aspects of the change which lead to failure. For this reason, providing Transitional IT Leadership is one of Innovation Vista’s core service offerings. Our experienced consultants have been involved with multiple transitions of various kinds, and bring their expertise to bear on our clients’ challenges: Turnaround of failing companies or IT departments; Mergers & Acquisitions (M&A); Transition to new business models or markets; Change in exit strategy – private equity and IPO strategies; Interim IT leadership to coach successor or as preparatory to M&A. Transition events bring a unique set of challenges which not only add to, but significantly complicate, the ongoing workload involved with successfully operating an IT platform. Other organizations have an interest in unique longer-term IT leadership arrangements: Virtual CIOs – who fill the traditional CIO role as the “head of Information Technology” as a consultant, often part-time &/or remote; Fractional CIOs – who fill the role of CIO for 2 or more organizations at the same time. These structures don’t make sense for every organization, but they may offer a nice solution for some small and midsize companies seeking experienced leadership for lower compensation costs than they would have traditionally paid a full-time CIO. See additional info on contract CIO.

Any business should aim to have an IT consultant! The main advantage of hiring an IT consultant is that a business gets professional services and advice. Business technology is dynamic and IT experts can help a business integrate the latest technologies into its operations. In addition, experts can predict future trends in business technologies and help businesses adjust their operations in line with those trends. Certified IT consultants can analyse the current and future technology needs and help a business to meet those needs.

An advice any CEO should know about cybersecurity: According to most cybersecurity surveys, over 60% of all data breaches originate from unauthorized access from one of your current or former employees, or third-party suppliers. It is vital that CEOs establish the appropriate cybersecurity “tone at the top” for their respective organization, regarding the importance of information security and how cybersecurity is everyone’s shared responsibility in a truly digital world. Establishing an organizational “culture of cybersecurity” has proven to be one of the best defenses against cyber adversaries. It is the people, not the technology, which can either be an organization’s greatest defense, or its weakest link against a cyber-attack.

We target our services at midsize companies. If you’re a company of this size (< $5B in annual sales), you will not likely see engagement with senior consultants or receive quality staff assigned from one of the Big 4 or Big 3. For each engagement we seek the best consultant match based on the client’s situational needs and the consultant’s industry and leadership expertise. If this approach intrigues you, please contact us to setup an initial conversation. Discover a few extra info on Proptech consulting.