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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

features of crm  but making sure its features actually support the users' activities would found some of the rationale behind selecting the product. Prevalent needs to manage a multimillion dollar pipeline and track its employees' activities with respect to client accounts. While the Sugar Sales Professional product can do quite a bit toward that end, the functionality performance graph below shows that both GoldMine and MSBS CRM, for the most part, currently outperform Sugar Sales Professional in terms of brute 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 » features of crm



In 2004, Best Software acquired ACCPAC through its parent company The Sage Group plc and has now released a new version of its CRM product: SalesLogix 6.2

features of crm  newly announced modules and features of SalesLogix are definitely closing the gap between the markets expectations and product capabilities. Product Definition and Market Impact According to Jon Van Duyne , senior vice president and general manager of Best Software Mid-Market CRM, version 6.2 is due to be released during the later half of 2004 and will encompass entirely new modules in customer service and opportunity management. Generally speaking, the tool will be more user-friendly. SalesLogix started 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

features of 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 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...
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

features of crm  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 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 Read More...
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

features of crm  requirements list, what 10 features are most important to you? (structured constrained) What makes our business unique? (open-ended convergent) The above stimulus questions are simply examples. Depending on the group make-up and your organization’s culture different approaches and questions will be most effective. The objective is to engage the group in constructive, thought provoking conversation with the purpose of identifying the requirements that the “cross-functional” group considers to be Read More...
Instead of Discounting, Back Some Value Out of Your Proposal
Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy

features of crm  the customer. All the features, modules, components, capabilities available Your best resources Quickest time to value Priority service—A special 800 number, top of the queue, 24 x 7 x 365 The highest ROI Other perks, such as quarterly meetings with your CEO, special invitation events, input into your product development plans The Gold Option Gets the customer all of what they need (and a few wants) Budgeted level of investment. This is aimed right at the prospect's budget level. Most or many of the Read More...
Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

features of crm  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More...
Fear of the Unknown, the Art of War, and Competitiveness
It is not unusual to use the metaphor of war to construct theories of business competition—substituting competing vendors for the mortal enemy. But what about

features of crm  of the Unknown, the Art of War, and Competitiveness A man goes to knowledge as he goes to war, wide awake, with fear, with respect and with absolute assurance. Going to knowledge or going to war in any other manner is a mistake, and whoever makes it, will live to regret his steps. The Teachings of Don Juan , Carlos Castaneda It is a natural human reaction to fear the unknown. Perhaps these feelings are a self-protecting mechanism, and necessary to maintain the s tatus quo , to preserve feelings of 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

features of crm  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...
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

features of crm  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...
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge
Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and

features of crm  a laundry list of features and functions. The selection team issues the RFI to vendors that the selection team has either heard of, been told to include from executive management or learned about through general, high-level IT research. Weeks later the RFI responses are returned and the selection team compares the various responses to determine which vendors to invite for demonstrations. The selected vendors comprise the short list. Once vendors on the short list have been contacted, sales teams come Read More...
In Search of Clarity: Unraveling the Complexities of Executive Decision Making
Decision making is at the core of all business activity, as executives set strategy and manage operations by weighing a vast array of factors to arrive at the

features of crm  Search of Clarity: Unraveling the Complexities of Executive Decision Making In Search of Clarity: Unraveling the Complexities of Executive Decision Making If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. In response to these growing business challenges, SAP is delivering SAP GRC Risk Management to equip companies with the tools they require to help manage key risk exposures and vulnerabilities alongside the pursuit of new business Read More...
Maximizer CRM 12: CRM Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification

features of crm  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the 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...
Eco-mode: Benefits and Risks of Energy-saving Modes of UPS Operation
Many newer uninterruptible power supplies (UPS) systems have an energy-saving operating mode known as “eco-mode” or by some other descriptor. Nevertheless

features of crm  mode: Benefits and Risks of Energy-saving Modes of UPS Operation Many newer uninterruptible power supplies (UPS) systems have an energy-saving operating mode known as “eco-mode” or by some other descriptor. Nevertheless, surveys show that few data centers actually use this mode, because of the known or anticipated side effects. Unfortunately, the marketing materials for these operating modes do not adequately explain the cost/benefit tradeoffs. This paper shows that eco-mode provides a reduction of Read More...
Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

features of crm  of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More...

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