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A CRM System Needs A Data Strategy
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact

crm system assessments  CRM System Needs A Data Strategy Introduction An underutilized customer relationship management (CRM) system - or one that cannot match its owner's expectations - will reflect poorly on both the vendor who sold it and the IT manager who authorized the purchase and installed it. Both, however, can help successfully manage such expectations (and add value to their respective roles) by wisely counseling about the strategic context into which a CRM system must function. Simply put, the market includes plenty 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 system assessments


How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM
In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be

crm system assessments  you ramp up your CRM system with mobile functionality, you can stop wondering about how productive your field sales reps are, because you'll know. With mobile CRM, you'll know that your reps are more productive, and doing what they do best making sales in order to help your company stay on top. With many analysts predicting a global economic recession until well into 2010, you need to adopt strategies now that will help your company maintain current profits, and even grow. With a mobile CRM application, Read More
A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution
SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who

crm system assessments  Solutions ( MSBS ) CRM , Salesforce.com , and Sugar Sales Professional . In addition, Jonathan wanted a system that would be reliable and solid enough to support Prevalent's planned growth to about one hundred users within the next two years. How did those products compare for Jonathan's requirements? Getting ahead of ourselves, let's begin with the future. What would a company like Prevalent consider solid enough to support their growth? Since they were using GoldMine, they had an idea of what a Windows Read More
ERP Selection Facts and Figures Case Study - Part 2: Qualitative Assessments and Analysis
This is part two of a note describing an opportunity TEC had to evaluate and compare the four top ERP vendors for a client. Each vendor’s offering differed in

crm system assessments  company has native PDM, CRM and APS. Analysis  Figure 9 indicates how the vendors compare relative to two factors, Business Scenarios (product functionality) and Flexibility. Note that the size of the dot indicates the vendors' rank in the overall model such that larger dots denote higher rank. It is evident that the Business Scenarios percent match score for each vendor is very close, but the Flexibility percent match score varies significantly. The client perceived SAP and Oracle to be very inflexible Read More
How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

crm system assessments  CRM Success Strategies , CRM System , CRM Application Integration , Hosted CRM , CRM Hosting , CRM Web Services , CRM Business Technology , Customer Relationship Management . This AberdeenGroup Executive White Paper focuses on the business value of front-to-back office integration for small and mid-market companies as well as the role of Software-as-a-Service in enhancing that value. AberdeenGroup field research conducted for this paper concludes that small and mid-market companies will soon find they Read More
Checklist for Phone System Buyers
Are you in the market for a business phone system? With the broad array of features available in phone systems today and the full spectrum of providers who sell

crm system assessments  for Phone System Buyers Are you in the market for a business phone system? With the broad array of features available in phone systems today and the full spectrum of providers who sell them, purchasing a new phone system for your business can be a daunting task. Read these condensed best practices to get the right information and ask phone system vendors specific, detailed questions to make the optimal decision to meet your communication needs. 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 system assessments  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
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 system assessments  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
CRM: Past, Present, and Future
Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service

crm system assessments  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. 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 system assessments  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
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in

crm system assessments  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More
Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)
Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's

crm system assessments  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential merger deserves Read More
Soffront CRM
The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales

crm system assessments  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

crm system assessments  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More
Common Phone System Buying Problems
There are so many choices out there on phone systems that it can be very difficult to make an educated decision without dedicating days or weeks researching all

crm system assessments  Phone System Buying Problems There are so many choices out there on phone systems that it can be very difficult to make an educated decision without dedicating days or weeks researching all of the vendors and options available. Rather than learning the hard way, know some of the common problems that people often run into when buying a new business phone system so you understand the obstacles you will face in your buying decision and how to get around them. Read More

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