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

Enterprise On-Demand CRM Comparison Guide

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

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17 Rules of the Road for Customer Relationship Management

  • Source: Sage
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Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation. Read More

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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