Posts in Implementations

Dynamics 365 and General Data Protection Regulation (GDPR)

The General Data Protection Regulations (GDPR) passed by the European Union in 2016 and becoming active on May 25,...

How to Improve your CRM Implementations with a Project Charter

  At Cobalt when we implement CRM systems for our customers, our goal is to get our clients up and running on...

How to Avoid the Dreaded ‘Etc.’ in CRM Software Requirements

In my three years of doing business analysis for Cobalt, I’ve seen over a thousand CRM software requirements for our...