Applying Lessons Learned in CRM Projects

  • Source: Aplicor Inc.
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The road to implementing customer relationship management (CRM) systems is fraught with risk and littered with failure. Paradoxically, reams have been written by industry practitioners explaining why CRM projects fail, yet the same patterns and mistakes are repeated—over and over again. While there is no magic bullet, following some simple guidelines can help assure CRM success for your organization.

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Property Developer Builds Online Sales Success

Peet Limited is Australia’s largest specialist residential land developer, managing around 70 company-owned, syndicated, and joint-venture projects. Peet has significantly enhanced its Web-based property sales success rates thanks to a customer relationship management (CRM) solution hosted and supported by Zavanti. Today approximately 50 percent of all of Peet’s property sales are generated from its online CRM solution. Read More

Services Resource Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business

Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) provides the basis of a system covering everything from initiation and planning to resource management, execution, and closing of projects and services.

Services- and project-based organizations make up a larger part of the business landscape today, as the economy has become more service- and project-driven in recent years. This project-driven service economy depends upon knowledge-worker productivity, and accurately predicting this productivity, including the time, skills, materials, and intellectual property that are required to produce favorable client outcomes, can help companies to succeed in a competitive landscape.

Whereas many companies still use standalone accounting, CRM, and PSA solutions that are not integrated, the new SRP applications in the cloud have emerged to remove those silos and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles. Read More

Bluewolf: Cloud-based HCM Replaces Homemade Solution

Fast-growing cloud-based consulting firm Bluewolf chose FinancialForce HCM to replace its home-built custom human resources (HR) system. This case study gives insights about the starting point, best practices applied, and lessons learned.  Read More

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Implementing Enterprise Resource Planning: Lessons Learned from the Front

  • Source: SAP
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