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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 notes  direct me to another CRM vendor that would be more fitting.   NetSuite C Notes Sales rep was very argumentative. When we asked for accounting bucketing (combining elements based on weight and size), we were told it cannot be done. We have to provide them with tax tables and customized quote form.   Oncontact B Notes System navigation console looked good at first glance (functionality was not available for good RT usage), low price There were lots of extra pricing tack-ons, such as the fact that each 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 notes


The Lexicon of CRM - Part 2: From J to Q
C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part two of a three-part article to provide explanation and meaning for

crm notes  Q The Lexicon of CRM Part 2: From J to Q R. Garland - October 19, 2001 The Lexicon is divided into three parts, this being the second of three. This second section covers the alphabet from J to Q. For A to I, see Part One . J  J2ME - Java 2 Micro Edition . A highly optimized Java runtime environment targeting a wide range of consumer products, including pagers, cellular phones, digital set-top boxes, and car navigation systems. JDBC - Java Database Connectivity . JDBC technology is an API that lets you a Read More...
Welcome to the CRM Mid-Market Abyss-PeopleSoft
As the market shifts from sophisticated enterprise CRM implementations to the more competitive and overcrowded mid-market-large enterprise vendors tend to step

crm notes  company faces. PeopleSoft Accelerated CRM remains a PeopleSoft product with many functionalities and complexities. To the savvy computer worker it may all look like a piece of cake. For the majority of SME users more familiar with their Outlook and Notes applications, the browser interface filled with options would represent an unknown space. Users must be aware that a full Internet architecture is certainly a positive component in reducing the time to roll-out but it hardly makes a difference to the Read More...
Nimble Releases New Social CRM Platform
Yesterday Nimble released the public beta of its social CRM platform at the Demo Spring 2011 event. In a future blog post, I will share my thoughts on the

crm notes  Releases New Social CRM Platform Yesterday Nimble released the public beta of its social CRM platform at the Demo Spring 2011 event. In a future blog post, I will share my thoughts on the platform after trying the beta release, which is by the way open for invites. I had the pleasure of speaking with Jon Ferrara (Nimble’s founder and CEO) a while ago, and I wanted you to get some idea of who he is and some of his thoughts, in order to understand the idea behind Nimble and its plans for the future. Read More...
Professional Services Are Catching-up With CRM
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking a more specialized and industry

crm notes  But beyond those basic CRM functionalities, InterAction is a system that is set to leverage relationships in professional environments where information is scattered between people and companies. To achieve such capability, InterAction relies on 4 functionality pillars: Relationship Discovery allows users to collect contact information from a firm's existing systems and to present it in a way that would reduce the need for the consultant to enter contact and relationship information into the system. 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 notes  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...
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

crm notes  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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide Read More...
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 notes  And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of Read More...
Lotus Notes R5 ~ A Breath of Fresh Air
Lotus Notes has just surpassed the 50,000,000-installed base mark, giving Microsoft’s Exchange server a good “run for the money”.

crm notes  Notes R5 ~ A Breath of Fresh Air Product Background Lotus Notes first began shipping in 1989, seven years after the release of Microsoft's MS-DOS operating system. Release 1.0 was fully integrated into a Local Area Network (LAN) enabling the first collaborative client/server messaging system. In its first year on the marketplace Notes 1.0 sold over 35,000 client seats, and sales would only escalate from that point on. The second revision of Notes was 1.1 and began shipping in 1990. Release 1.1 Read More...
Besieged By The CRM Throne Aspirants, King Siebel Delivers
Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft

crm notes  By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact P.J. Jakovljevic - December 28, 2001 Event Summary With the release of the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel eBusiness 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 notes  CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the technologies are actually introduced. Therefore, introducing CRM into an 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 notes  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...
CRM without Compromise: A Strategy for Profitable Growth
When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at

crm notes  Relationship Management (CRM) (Wikipedia) CRM without Compromise: A Strategy for Profitable Growth CRM without Compromise is also known as : CRM without Compromise , SAP CRM without Compromise , investments in CRM Applications , Business Transformation CRM without Compromise , CRM without Compromise Means , Investments in Customer Relationship Management Applications , Concept of CRM without Compromise , Free CRM without Compromise , CRM Business Strategy , Successful CRM Deployment , Transformation CRM Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

crm notes  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. 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 notes  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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