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Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they a...
 

 assessment guide customer relationship management


17 Rules of the Road for Customer Relationship Management
Customer relationship management (CRM) is more than a product@it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the

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Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality Get this template

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Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they a...

Documents related to » assessment guide customer relationship management

CRM Self-assessment Guide for Small to Medium Businesses


Most businesses recognize the strategic importance of customer relationship management (CRM), but some small to medium businesses (SMBs) continue to use basic contact managers or simple spreadsheets to track customers, manage leads, and collaborate on sales. Achieving great results requires more than just installing CRM software. Learn how assessing your business’s CRM maturity level can help build your road map to success.

assessment guide customer relationship management  Self-assessment Guide for Small to Medium Businesses Most businesses recognize the strategic importance of customer relationship management (CRM), but some small to medium businesses (SMBs) continue to use basic contact managers or simple spreadsheets to track customers, manage leads, and collaborate on sales. Achieving great results requires more than just installing CRM software. Learn how assessing your business’s CRM maturity level can help build your road map to success. Read More

Deploying Customer Relationship Management Effectively: Beyond Implementation


A customer relationship management (CRM) solution is now a standard business requirement. With origins as a system for sales teams, CRM has clearly evolved into a mandatory tool for providing benefit to the entire organization. However, methodology and training play instrumental roles in successful CRM implementations; if designed well, these critical components will ultimately ensure user buy-in and success.

assessment guide customer relationship management  a detailed and focused assessment to match the best CRM solution with a company's infrastructure and business requirements. Develop a configured and customized solution that mitigates a company's specific pain points. Identify the strategy and plan for implementation. Execute the implementation. For many businesses, once these steps have been completed the deployment of a CRM system is considered complete. But a truly integrated and fully utilized CRM solution is contingent also on how well employees 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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

assessment guide customer relationship management  Software Selection Features | Assessment Software Selection | Consumer Software Selection | Standard Software Selection | Software Selection Tips | Simulation Software Selection | Software Selection Reference | Symbolic Software Selection | CRM Software Selection | CRM Software Selection Process | CRM Software Selecton Methodology | CRM Successful Software Selection | CRM Responsible Software Selection | CRM Business Software Selection | CRM Software Selection Guide | CRM Software Selection Tool | CRM Read More

The Case for Pricing Management


Savvy and dynamically optimized pricing can mean the difference between survival and failure. In many environments it might be smarter, quicker, and more useful to calculate pricing based on systematic analysis rather than on fuzzy thinking or human emotions.

assessment guide customer relationship management  sound metric system and assessment of current pricing practices and their visibility throughout the trading network. Once the pricing flows are well understood, potential improvements are often easy to spot, since these processes were devised before sophisticated pricing software applications were available to guide and support the pricing process. The trick is to identify a source of profit margin leakage that has long gone undetected, as salespeople typically do not comprehend how the terms of sale can Read More

Warehousing Management: Yard Management, Competitive Analysis, and Challenges


The business remains challenging to even the most established vendors, since an intensifying product architecture rejuvenation and functional enhancements cycle, the pressure from the ERP intruders, and continued market consolidation exert fiscal pressure across the sector.

assessment guide customer relationship management  warehouse management solution,WMS,consolidation,inventory,enterprise resource planning,yard management system,YMS,transportation management system,TMS,supply chain execution,SCE,distribution center Read More

Why Invest in Talent Management? Five High-ROI Business Drivers for Implementing a Talent Management Program


Clearly, with skilled workers retiring and the pace of change accelerating, recruitment alone can’t supply the smart leaders, strong managers, high performers, and ever-changing skills sets necessary for success. That’s why organizations can see solid return on investment (ROI) by balancing recruitment with an investment not just in training, but in comprehensive talent management. Download this white paper to read more.

assessment guide customer relationship management  talent management, talent management strategy, talent management ROI Read More

Performance Management Framework for Mobile Workforce Management and Field Service


Mobile workforce management is a complex process that includes workforce planning, assignment decisions, and plan execution. To align this complex process with your business goals, you need to measure your performance and develop various corrective actions. This white paper discusses performance management—and how you can measure, analyze, and make decisions about the performance of your workforce and service organization.

assessment guide customer relationship management  mobile workforce management,field service scheduling,field service optimization,services organizations,workforce sheduling optimization,ViryaNET,performance monitoring,performance management Read More

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

assessment guide customer relationship management  2011: Beyond Time Clocks for Modern Workforce Management While there were many similarities between the KronosWorks 2011 and KronosWorks 2010 user events (see blog post on Kronos’ 2010 user conference ), attending Kronos Inc. ’s 2011 user conference was worthwhile nonetheless. Kronos knows full well that its customers’ (labor) time is money, and the company specializes in workforce management (WFM) software, which ensures that a company’s employees complete their assigned jobs and Read More

Customer Advocacy Part I: Creating the Business Case for Customer-centric Companies With Fanatical Customer Advocates


The new focus for business leaders is customer advocacy, soon to become the most important strategic initiative for cutting-edge, forward-thinking companies. A crucial department in the company is thus the customer contact center, as it plays a pinnacle role in branding, corporate image, and customer lifetime value. Adopting a customer-centric culture has a direct impact on corporate financial viability.

assessment guide customer relationship management   Read More

Oracle Human Capital Management Cloud Service: Simplify People Management and Build the Best Talent


In this white paper, the new challenges and opportunities that are facing modern HR organizations are discussed, and the technology innovations that Oracle has developed to address them. Streamlining core processes and developing a business-focused talent strategy as well as using the right technology can help you simplify managing your people and building the best talent.

assessment guide customer relationship management  Oracle Human Capital Management, Oracle HCM, Oracle cloud, Oracle people management, Oracle talent, Oracle HR Read More

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

assessment guide customer relationship management  Cash management,small to medium business,SMB,financial management,financial statements,income statement,balance sheets,statement of cash flows,cash management facilities,cash inflows,cash outflows,liquidity crunch,enterprise resource planning,ERP,accounting functions Read More

Enterprise Content Management: It Is More Than Just Web Content Management


Enterprise content management (ECM) is moving beyond web content management. To meet enterprises' needs, large vendors are introducing scaled down versions, others are integrating ECM with other systems, and all are focusing on key areas.

assessment guide customer relationship management  enterprise content management,ECM,market trends,content management,CM,Java,Web services,service oriented architecture,SOA Read More

Providing the Total Customer Experience with IBM Predictive Customer Intelligence




assessment guide customer relationship management  customer intelligence, predictive intelligence, predictive analytics, IBM, customer, marketing, sales Read More

Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems


To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on the cost benefit for EDMS/ERMS.

assessment guide customer relationship management   Read More