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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 implementations  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 be assessed first. 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 implementations


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 implementations  only the beginning. Successful CRM implementations start with a carefully defined organization-wide CRM strategy. Don’t forget: if you neglect to get user buy-in, you may end up with some very, very expensive shelfware. (See also How to Kill Your Software Selection Project in 10 Very Easy Steps ). How an Online Software Selection Process Can Help Compare which products adequately support the right mix of your enterprise's marketing, sales force automation, customer service, partner management, and Read More...
CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self

crm implementations  level of achievement. Remember, CRM is a journey, not a destination. However, on the road one needs signs to make sure that you are on course; likewise, successful implementations require a distinct and unique definition of results for each phase—without these, an organization is likely to lose focus. The Self-Assessment The self-assessment process offers an organization the opportunity to learn about strengths and weaknesses and about how the organization is progressing on the journey to CRM Read More...
ERP and SCM Implementations Part One: Doing Too Much Too Soon
In order to get ahead of the systems development power curve, companies are attempting what is equivalent to executing a quadruple jump in ice skating; running

crm implementations  and SCM Implementations Part One: Doing Too Much Too Soon Introduction Enterprise resource planning (ERP) systems are typically very complex and all-encompassing software. Supply chain management (SCM) systems are no slouches when it comes to complexity and scope, either. So why would a company attempt to implement both systems at the same time? Some rationalize that their software is in such dire straits that they need to get in front of the system's development curve, not just keep pace. Others rely Read More...
Fast-path Implementations - Are They Good or Bad?
Over the last few years the market has seen a plethora of fixed-scope and fixed-price applications, pre-packaged vertical solutions with industry templates

crm implementations  (SCM), customer relationship management (CRM), e-commerce, and distributed computing environments. And they have to accomplish these endeavors with less (or completely without) IT staff and a much more limited budget compared to their bigger counterparts. For these reasons, the fast-path ERP vendors' offerings for smaller enterprises have generally had only a limited success. To understand many of the minus issues, we must first read the fine print on the fast-path program. The devil is usually in Read More...
Process Improvement in ERP Implementations
Installing a new enterprise resource planning (ERP) system is both challenging and exciting. Yet many organizations do not recognize that one of the largest

crm implementations  Improvement in ERP Implementations Installing a new enterprise resource planning (ERP) system is both challenging and exciting. Yet many organizations do not recognize that one of the largest threats to such a project is a failure to focus on process improvement. If process change is not seen as a necessary element of the project, it will never be as successful as it should be. Read More...
The Forrester Wave: CRM Suites for Large Organizations, Q2 2010
In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software

crm implementations  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More...
Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

crm implementations  Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

crm implementations  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More...
Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

crm implementations  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More...
Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM


crm implementations  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More...
NetSuite CRM+
NetSuite CRM+ holds corporate data in a single database, giving executives access to their key performance metrics on a customizable, real time dashboard. It

crm implementations  It also combines customer-facing CRM and web capabilities with back-office ERP and collaboration capabilities for partners. Read More...
Maximizer CRM
Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and

crm implementations  CRM Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Read More...
Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm implementations  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More...
BizAutomation CRM + Business Management
BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have

crm implementations  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Read More...

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