Contact us FR
Patrick Lewis

As the Director of Business Outcomes and CRM Success, Patrick has more than 25 years in customer relationship management. He’s worked across Manufacturing, Professional Services, Sports, and Financial Services industries. Patrick’s primary areas of focus are organizational change management, and business process.

Patrick Lewis recent posts
The Key to Realizing Your Business Outcomes
Business Outcomes

Companies are finally getting comfortable with spending time identifying the business outcomes an implementation of CRM ...

Why is CRM Adoption so Low?
Adoption

As a sales leader, it’s easy to get caught up in the allure of a new CRM. The promise of generating more revenue and ...

What are Business Outcomes?
Customer Relationship Management

“Very few people or companies can clearly articulate WHY they do WHAT they do. By WHY I mean your purpose, cause or ...

Is HPO for You? The Challenging Road to Becoming a High Performing Organization
Customer Relationship Management

CRM projects often fail. In fact, it is more common for a CRM implementation to fail than succeed. Did you expect to ...

Is Microsoft Dynamics 365 Helping You Hit Your Sales Numbers?
Microsoft Dynamics CRM

Your company has invested a lot into your Microsoft Dynamics 365 CRM initiative. As the Sales VP, you have invested a ...

Why Aventics Selected Microsoft Dynamics
Customer Relationship Management

Those of you that follow me know that I do not believe that a company's CRM initiative will succeed or fail based on ...

How Aventics Built a Strong CRM Foundation
Customer Relationship Management

Have you been following along with the Aventics story? Aventics, is one of the world's leading manufacturers of ...

How CRM Changed Business at Aventics
Customer Relationship Management

One year into the CRM initiative with Aventics, I had the pleasure of interviewing Larry Bowers, the Global CRM Project ...

3 Ways CRM Can Benefit Your Business
Customer Relationship Management

CRM is an invaluable business tool that enables organizations to build a relationship with their customers. Since ...

Aventics Partners with Fullscope for Successful CRM
Customer Relationship Management

I recently spent some time with Larry Bowers, the Global CRM Project Leader, a customer of ours with Aventics. I asked ...

Incorporating the Corporate Training Program Leads to CRM Success
Customer Relationship Management

In our previous article we discussed, Three ways CORE Leads an Organization in becoming a High Performing Organization ...

3 Ways CORE Leads in Becoming a High Performing Organization
Customer Relationship Management

Let's first start by going through a rundown of everything we've learned so far about the High Performing Organization ...

How Cadence Drives Accountability and Successful CRM Initiatives
Customer Relationship Management

In recent articles, I’ve talked about who we are trying to help our customers become (organizations with successful CRM ...

How-to Avoid CRM Failure: Have a Training Plan
Customer Relationship Management

In my previous article, I talked about the first of three building blocks in the High Performing Organization Model – ...

Setting your Business up for Successful CRM: Organizational Structure is Key
Customer Relationship Management

In The Key to Long Term CRM Success, we focused on the High Performing Organization (HPO) Model. It is a model based on ...

The Key to Long Term CRM Success
Customer Relationship Management

After close to 30 years helping companies implement CRM, I can tell you that there is one very simple concept that all ...

Are you ready for CRM Success?
Customer Relationship Management

Google CRM and there are three types of content that will dominate your results. 1. Companies looking to sell you CRM ...

Working with Required Fields in Microsoft Dynamics CRM 2011
Customer Relationship Management

There are 2 basic types of required fields in Microsoft Dynamics CRM 2011 (System Required or Business Required).  Both ...