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Beyond the Basics: The Value of Integrated CRM
Customer relationship management (CRM) is more than just software or a set of processes--it's a business culture solidly focused on winning and keeping the

crm basics  The Value of Integrated CRM Customer relationship management (CRM) is more than just software or a set of processes--it's a business culture solidly focused on winning and keeping the right customers. A good CRM solution builds value to your business. Learn about the value of an integrated CRM suite. Read More

CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
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Documents related to » crm basics


Back to Basics
You may have noticed that we’re steadily adding new content to our Evaluation Center pages (check out our CRM page to see what I’m talking about). We’ll be

crm basics  pages (check out our CRM page to see what I’m talking about). We’ll be giving them a new look soon, but for now we’re focusing on refreshing the text for each page. What this means: for each kind of enterprise software, you’ll find brief explanations of what the software does, why it’s useful, and what risks await you if you select a software package that’s a poor fit for your company. Also, we’ve included a brief overview of how our Evaluation Centers can help you identify and select the Read More
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

crm basics  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More
CRM: A Business Imperative during the Economic Downturn
The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution

crm basics  | CRM Association | CRM Basics | CRM Benchmarking | CRM Benefits | CRM Best Practice | CRM Best Practices | CRM Blog | CRM Books | CRM Business | CRM Business Process | CRM Business Solutions | CRM Challenges | CRM Checklist | CRM Company | CRM Comparision | CRM Comparisions | CRM Comparison | CRM Competitive Advantage | CRM Corporate | CRM Customer | CRM Customer Relationship | CRM Customer Relationship Management | CRM Customers | CRM Data | CRM Definition | CRM Demo | CRM Design | CRM Development | Read More
Precision Marketing: Strengthening the Value of CRM
All organizations, across all industries, have one thing in common—a deluge of customer data idling somewhere waiting to be monetized. Most likely, the

crm basics  | CRM Association | CRM Basics | CRM Benchmarking | CRM Benefits | CRM Best Practice | CRM Best Practices | CRM Best-pratices | CRM Blog | CRM Business | CRM Business Process | CRM Business Solutions | CRM Challenges | CRM Checklist | CRM Company | CRM Comparision | CRM Comparisions | CRM Comparison | CRM Competitive Advantage | CRM Corporate | CRM Customer | CRM Customer Relationship | CRM Customer Relationship Management | CRM Customers | CRM Data | CRM Definition | CRM Demo | CRM Deployment | CRM Read More
Why CRM Software is a Smart Investment in a down Economy
Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

crm basics  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is Read More
Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm basics  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

crm basics  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in

crm basics  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More
C2 CRM


crm basics  CRM Read More
NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report
This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients

crm basics  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More
8 Essential CRM Best Practices-an Executive Guide
In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

crm basics  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More
CRM 101
Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM?CRM is more than a software application

crm basics  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with Read More
Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate

crm basics  Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful Read More
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

crm basics  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

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