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Introduction to Customer Relationship Management

Source: Ziff Davis
The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development.


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Strategies for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises
Source: Epicor 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...
7 Signs You Need Advanced Analytics for Salesforce.com (or Any CRM)
Source: Birst Customer relationship management (CRM) applications provide reports and dashboards, but if you rely on the built-in analytic capabilities of CRM, you’re not extracting the true value of the information in your CRM system. You need robust, easy-to-access analytics embedded right in your CRM solution. Download this white paper for seven signs that you are not operating efficiently. Read More...


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How to Embrace CRM and Make it Succeed in Your Organization
Source: SYSPRO Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability. Read More...
ScotiaMcLeod
Source: Maximizer Software Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success. Read More...

 
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