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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 issue rfp  Selections Selecting an enterprise CRM (Customer Relationship Management) software solution is a significant undertaking that requires careful planning and managed execution. In this white paper we have distilled our experience conducting selection projects for enterprise organizations into a Five-Step Guide to assist you in making the right decision the first time. We begin with the process of analyzing and developing weighted requirements. Second, we’ll help you incorporate these requirements into an 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 issue rfp


It’s the Time to Master Your Master Data
A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments.

crm issue rfp  A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact, the bank that Gabriel mentioned is not the only one in this situation. Recently at the Gartner Master Read More...
BigIdeas 2011: Of BigMachines’ Quantum Leap - Part 1


crm issue rfp  the customer relationship management (CRM) realm, as the new president , who has since gradually replaced the company’s founder and former CEO Godard Abel. The practice of installing a professional president after the entrepreneur founder has completed the first successful startup stage is not uncommon by any means. Abel’s run during the company’s first 11 years has been laudable: BigMachines is now a global company with about 300 employees, a growing customer base, estimated 2010 revenues north of Read More...
CRM and BPM: “We Goes Together Like Peas and Carrots”
In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship

crm issue rfp  after improving customer-oriented processes, CRM users often cite synchronizing information across the enterprise as their second major challenge. If workers have tools that automatically detect and cleanse duplicate data, many wasted cycles can be avoided. Equally vexing is the issue of preventing unwanted communications, and if done manually, this task can siphon off many man-hours. Automatically excluding these “opt-out” contacts based on contact preferences can help prevent costly mishaps and Read More...
You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language
When ideas fail, words come in very handy. - Johann Wolfgang von GoetheSoftware Selection PitfallsQuick, what’s the number-one pitfall of the software

crm issue rfp  Worst Buzzwords in the CRM Industry Today , I merrily “summarized” Glen Petersen’s article A Lexicon for CRM Success . Wrong choice of words, I think. Merriam-Webster agrees with summary (“an abstract, abridgment, or compendium especially of a preceding discourse”), but in the interests of clarity, it would have been more precise to say that I abridged Glen’s article. It may not sound like much, but if a similar imprecision crops up in your software selection process, it could cost you much, Read More...
Oncontact CRM
Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that

crm issue rfp  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More...
Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution
Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses

crm issue rfp  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More...
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

crm issue rfp  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More...
How ERP and CRM Solutions Can Save You Money
Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

crm issue rfp  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More...
Integrative CRM Enhances Midsize Business Agility and Performance
Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in

crm issue rfp  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. 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 issue rfp  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...
Get Your Sales Team Going with Mobile CRM
As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

crm issue rfp  Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps perform more of 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 issue rfp  It also combines customer-facing CRM and web capabilities with back-office ERP and collaboration capabilities for partners. Read More...
Dynamics 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 issue rfp  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...

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