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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

crm data model  final choice for the CRM system that is still to be implemented. The salesman has since left the company.   SalesLogix (Datex Corp.) C Notes Third-party vendor offered comfortable sales pitch, without being pushy and without pressure (though I wasn't thrilled with the product) Feedback I gave the salesman after the first demo led to an adjustment in the graphical user interface. Went with Datex Corporations WMS solution.   Oracle (Siebel) D+ Notes Salesman is friendly but got a bit pushier as the 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 data model


CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

crm data model  important to document the CRM vision, determine the business processes required to enable the vision and begin to determine the functionality and technology required to enable each of the business processes before creating an RFI or comparing vendors in a knowledge base. A good knowledge base can also diminish data quality issues. Companies that focus on developing and maintaining knowledge bases typically validate the data prior to making it available. For example, the vendor responses in TEC's Read More
CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document

crm data model  than inertia or anecdote. CRM provides the data to assess customer profitability while supplying the tools to refine market strategies that provide insight as to how to improve that profitability. To demonstrate this type of analysis, consider the following hypothetical example: Assume that an organization has deployed CRM and has a reasonable assessment of customer profitability. Also assume that this same organization has segmented its customers by profitability and that the organization also has Read More
8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative
It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well

crm data model  Customer Relationship Management | CRM Data | CRM Definition | CRM Demo | CRM Development | CRM Download | CRM ERP | CRM Essential | CRM Essentials | CRM Essentials Executive | CRM Essentials Executive Guide | CRM Evaluation | CRM Failure | CRM Features | CRM Forum | CRM Framework | CRM Function | CRM Functionality | CRM Functions | CRM Goals | CRM Implementation | CRM Industry | CRM Information | CRM Information Systems | CRM Information Technology | CRM Infrastructure | CRM Initiative | CRM Initiatives Read More
Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)
Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily

crm data model  for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is enterprise resource planning (ERP) vendor Read More
Next-generation Data Auditing for Data Breach Protection and Risk Mitigation
Data breaches and leaks are on the rise—and the consequences, from theft of identity or intellectual property, can seriously compromise a company’s reputation

crm data model  generation Data Auditing for Data Breach Protection and Risk Mitigation Data breaches and leaks are on the rise—and the consequences, from theft of identity or intellectual property, can seriously compromise a company’s reputation. Stolen laptops, hacking, exposed e-mail, insider theft, and other causes of data loss can plague your company. How can you detect (and respond!) to breaches and protect your data center? Learn about the functions and benefits of an automated data auditing system. Read More
Master Data Management and Accurate Data Matching
Have you ever received a call from your existing long-distance phone company asking you to switch to its service and wondered why they are calling? Chances are

crm data model  Data Management and Accurate Data Matching Have you ever received a call from your existing long-distance phone company asking you to switch to its service and wondered why they are calling? Chances are the integrity of its data is so poor that the company has no idea who many of its customers are. The fact is, many businesses suffer from this same problem. The solution: implement a master data management (MDM) system that uses an accurate data matching process. Read More
Managing Small Data Centers: A Short Guide to Running Secure and Resilient Data Centers for Mid-sized Businesses
To keep your growing business competitive, your data center must be secure, protected against disaster, and available 24 hours a day, 7 days a week. But if

crm data model  Small Data Centers: A Short Guide to Running Secure and Resilient Data Centers for Mid-sized Businesses To keep your growing business competitive, your data center must be secure, protected against disaster, and available 24 hours a day, 7 days a week. But if managing IT is not your core competence, what are your options? A managed service provider (MSP) can help. Learn about the benefits of outsourcing data center management, and make sure your crucial business applications are always available Read More
Maximizer 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 data model  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
Achieving a Successful Data Migration
The data migration phase can consume up to 40 percent of the budget for an application implementation or upgrade. Without separate metrics for migration, data

crm data model  Data Migration ERP | CRM Data Migration | CRM High Speed Data Migration | CRM Data Migration Tool | CRM Data Tape Recovery | CRM Data Migration Strategies | CRM Migrate Data Cost-Efficiently | CRM Data Migration Guide | CRM Process of Transferring Data | CRM Data Migration Solutions | CRM Data Migration Projects | CRM Data Migration Professional Resource | CRM Term Data Migration | CRM Data Migration Pro | CRM Data Migration Manager | CRM Data Migration Steps | CRM Data Migration Process | CRM Data Read More
Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation
Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of

crm data model  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should Read More
A Roadmap to Data Migration Success
Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources,

crm data model  Roadmap to Data Migration Success Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources, to a new target database. Effective planning and scoping can help you address the associated challenges and minimize risk for errors. This paper provides insights into what issues are unique to data migration projects and to offer advice on how to best approach them. Read More
Extending CRM Concepts in ERP Systems
If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM

crm data model  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More
Metagenix Reverse Engineers Data Into Information
Metagenix’ MetaRecon reverse engineers metadata information by examining the raw data contained in the source(s) rather than depending on the data dictionaries

crm data model  Reverse Engineers Data Into Information Metagenix Reverse Engineers Data Into Information M. Reed - February 15, 2001 Event Summary Metagenix, Inc. has designed its flagship product, MetaRecon to, as they put it, Decipher Your Data Genome . The product reverse engineers all of the metadata ( data about data ) from data sources and generates information that is very helpful to developers in designing specifications for a new data store, and assists greatly in preparing for cleansing and 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 data model  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

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