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Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

crm projects  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : 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 projects


Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

crm projects  CRM Implementation Blueprint | CRM Implementation Projects | BI CRM Implementation Process | BI CRM Consulting Companies | BI CRM Implementation | BI CRM Implementation Best Practices | BI CRM Implementation Consultant | BI CRM Implementation Cost | BI CRM Implementation Costs | BI CRM Implementation Failure | BI CRM Implementation Guide | BI CRM Implementation Issues | BI CRM Implementation Methodology | BI CRM Implementation Plan | BI CRM Implementation Process | BI CRM Implementation Project | BI CRM 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 projects  show up. Too many CRM projects fail due to poor user adoption. After all, technology is only as good as the people who use it. To ensure that people do use your CRM system, it must be easy to use, accessible, and scalable, and significantly enhance productivity, efficiency, and visibility. On-demand CRM solutions that are delivered via a Web browser encourage adoption by replicating the familiar point-and-click interfaces of popular consumer Web sites, where everything must be user friendly. A look at Read More
Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

crm projects  Es of CRM The Three E's of CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Technology Solutions Company (TSC) is a leading products and services company focused on digital healthcare and manufacturing and served by EXOGEN, a wholly owned subsidiary of TSC. Our unique solutions leverage our exclusive intellectual property and patent pending technologies to help our customers drive growth and attain operational efficiencies. We Read More
Gain More from Your IT Projects
IT investments are not a magic pill that will remedy business problems, but if used properly, they can help. Businesses should set business-oriented objectives

crm projects  why, for example, ambitious CRM projects with a broad scope, and span over a long period of time are often difficult to justify. What to Assess In any business, there are indicators of performance. Whether financial or operational or based on external, or internal assessments. By providing a macro view of the company's performance and growth, these indicators give directors and management insight on how the company is performing as the whole and what areas they should focus on for improvement. Indicators Read More
Saleslogix CRM Best Practices Guide
Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm projects  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More
Zoho Advances Its CRM Solution with Zoho CRM Document Library
Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant

crm projects  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users 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 projects  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
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm projects  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More
CRM for Manufacturing vs. Regular CRM
A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and

crm projects  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More
Keeping Projects in View and Costs in Line
In construction and services, matching the right people to the right projects is mission-critical if those projects are to show actual profits. But determining

crm projects  Projects in View and Costs in Line In construction and services, matching the right people to the right projects is mission-critical if those projects are to show actual profits. But determining profitability takes time—not a common commodity today. What’s needed are tools to track, identify, and report all contract and project activity—an integrated view of all job details, including the critical factors that determine profitability. Read More
Social CRM is Dead, Long Live Social Media Flavored CRM
Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare

crm projects  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is Read More
On-Premise vs. On-Demand CRM
When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not

crm projects  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More
CRM Buyers Guide
CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all

crm projects  The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More
How to Choose the Right Hosted CRM Solution for You
How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By

crm projects  Choose the Right Hosted CRM Solution for You In the market for a CRM? This white paper outlines the general benefits and drawbacks of hosted vs. on-premise CRMs and lists the basic features to look for in your hosted solution. With an up-to-date overview of the CRM market and a rundown of the general costs of various CRMs today, you'll be prepared to start looking for your new solution immediately. Source: InsideCRM Resources Related to How to Choose the Right Hosted CRM Solution for You : (Wikipedia) Read More

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