CRM Self-assessment Guide for Small to Medium Businesses

Most businesses recognize the strategic importance of customer relationship management (CRM), but some small to medium businesses (SMBs) continue to use basic contact managers or simple spreadsheets to track customers, manage leads, and collaborate on sales. Achieving great results requires more than just installing CRM software. Learn how assessing your business’s CRM maturity level can help build your road map to success.

Featured Software Research:

Strategies for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises

In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology. Read More

SMB Team On-Demand CRM Comparison Guide

This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution

Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More

ERP for Small Businesses Buyer's Guide (Summary Edition)

  • Source: Technology Evaluation Centers
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If you’re a small business owner considering enterprise resource planning (ERP), you undoubtedly have numerous questions. Should you choose an on-premise, on-demand, or open-source system? Should you manage the selection and implementation process yourself, or rely on outside consultants? These questions—and many others—are addressed in this guide. Download it, and begin the process of improving the way you run your business. Read More

Hosted PBX Buyer's Guide for Small and Medium Businesses

A hosted Internet protocol private branch exchange (IP PBX) system can provide an easy way for small to medium businesses (SMBs) to move to voice over Internet protocol (VoIP) and get a new range of features and capabilities. While there are several IP PBX options, hosted applications are usually quicker and cheaper to install. Discover the critical features and services your SMB needs in a new hosted phone system. Read More
 
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