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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 introduction to salesforce


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 introduction to salesforce  Success CASE STUDY: Altium CRM Essential 8: A Broad Community CASE STUDY: Successforce.com Conclusion Introduction It s no secret that winning and retaining customers is the key to business growth and success. But that s no small feat given the dynamic and ever-increasing customer demands that companies face today, as well as the difficulty of implementing and enforcing processes to effectively support your interactions with prospects, customers, and partners. Fortunately, there are dozens of technology Read More
When ERP and CRM Connect in the Cloud
In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s

crm introduction to salesforce  ERP and CRM Connect in the Cloud In 2010, Plex Systems , after several years of obscurity, became widely recognized as the provider of Plex Online , an enterprise resource planning (ERP) solution in the cloud. For more detailed background information on this company and its product, see TEC ’s recent Certification Report as well as my 2010 blog series on Plex . The privately held company is just closing its 2010 financials, and Plex’s current state of affairs looks like this: A 27 percent growth Read More
Social ERP Emerges, Transforms the Way People Work (Part 2)
In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the

crm introduction to salesforce  rolled into the Dynamics CRM product to provide a complete set of social capabilities. Microsoft also entered into an alliance with InsideView, which provides social intelligence capabilities. Microsoft provides social networking integrations with its ERP solutions (Dynamics AX, Dynamics Nav, and Dynamics GP); however, like Oracle, it has not clearly defined how these social assets will be rolled into the ERP solutions.   Infor —Infor made huge strides across all of its major ERP systems with the Read More
Salesforce.com Wants to Help You Transition to a Customer Company
Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud

crm introduction to salesforce  than a commoditized cloud CRM provider. In addition, the company’s AppExchange marketplace currently features over 1,700 solutions that have had 1.6 million installs and have contributed $700 million (USD) in total revenue to salesforce.com’s partner ecosystem. Reportedly, 70 percent of the Fortune 100 companies have installed an app from the marketplace. But what other functional realms will the company have to tackle to remain ahead of the curve and the larger “old school” competitors (that Read More
The Benefits of Selecting a CRM Implementation Partner
As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing

crm introduction to salesforce  , Workspace CRM , CRM Implementation Firm . Introduction As your company embarks on a CRM initiative, the software selection is only one facet of a successful project. As part of this process, you may consider implementing your CRM system with internal resources. Some software and on-demand vendors position their products as easy to implement and easy to use, suggesting that your organization try to do it itself. As outlined in this article, there are many benefits in selecting a CRM implementation Read More
What if Companies Could Use Science to Align Prices to Market and Maximize Margins?
Zilliant, a data-driven, price management software provider, aims to enable business-to-business companies to optimize revenue and margins through decision

crm introduction to salesforce  (ERP), customer relationship management (CRM), order management, and other transaction systems into a variety of formats to enable better pricing decisions. The quantitative capabilities of this science form the foundation for Zilliant''s pricing software, ZPPS, which helps customers better analyze, set, and execute prices that are finely tuned to differences in customer, market, product, and order characteristics. Zilliant has invested over seven years and $18 million (USD) in developing its proprietary e Read More
Too Hard to Adopt PLM? Find Ways to Make It Easier
Product lifecycle management (PLM) systems are too complicated, too expensive, and take too long to implement. That’s what I said last month in a blog post

crm introduction to salesforce  Hard to Adopt PLM? Find Ways to Make It Easier Product lifecycle management (PLM) systems are too complicated, too expensive, and take too long to implement. That’s what I said last month in a blog post . However, more and more companies find that adopting PLM is an unavoidable route to take regardless how many obstacles ahead. Can companies find ways to adopt PLM more easily and faster? After listening to Lectra ’s introduction to its Easy Start PLM implementation approach, I think I’ve found Read More
Barcoding 101 for Manufacturers: What You Need to Know to Get Started
For manufacturers, barcoding carries with it numerous benefits, including increased accuracy, efficiency, and traceability, along with easier adherence to

crm introduction to salesforce  floor, Customer Relationship Management (CRM) for sales and marketing, Supply Chain Management (SCM) for procurement, and ERP for finance and management. Plex Online''s fully integrated model delivers a shop floor to top floor view of a manufacturer''s operations, enabling management to run its business at maximum efficiency.   About Plex Online Plex Online, built on a Software as a Service (SaaS) Cloud model, offers more than 400 functions, providing manufacturers instant access to vital information Read More
Epicor HCM Express Allows Companies to Go From Bare Bones to Full Functionality
Epicor HCM Express is an interesting option for small businesses that are taking their first steps toward adopting a human resources information system (HRIS

crm introduction to salesforce  human resources system, HR system, human resources information system, HRIS, human capital management, Epicor, Epicor HCM, Epicor HCM Express, SMB, small to medium business, candidate management, employee management, employee development, health and safety, compensation management, and workforce performance management Read More
The Path to World-class IT Governance: Maturing Your IT Organization to the Next Level
Many IT organizations lack clear well-defined plans that will bring them to mature governance. By focusing on seven key process categories, an organization can

crm introduction to salesforce   Read More
Top 10 Reasons to Take Your Field Service to the Cloud
Field service organizations both large and small are flocking to the cloud. They are abandoning on-premise software and simplifying technology so they can focus

crm introduction to salesforce  field service cloud-based solution,cloud FSM solution,FSM cloud solution,cloud-based field service management soilution,cloud-based FSM solution,moving FSM to cloud,ServiceMax Read More
5 Things You Need to Know to Empower Today’s Mobile Workforce
As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply

crm introduction to salesforce  mobile device management,MDM,MDM strategy,byod,BlackBerry,enerprise smartphones,enterprise tablets,mobile unified communications,mobile platform security,mobile security,Integrate.com Read More
3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance
E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore

crm introduction to salesforce  e-mail archiving,mailbox quotas,e-mail capacity,pst management,migration to exchange 2010,data lifecycle management,e-mail archiving solution,exchange 2003 to 2010 migration,exchange 2007 to 2010 migration,exchange 2003 to exchange 2010 migration,pst file management,groupwise to exchange 2010 migration,data management lifecycle,lotus notes migration to exchange 2010,exchange 2003 migration to 2010 Read More
To ERP or Not to ERP (In Manufacturing, It Isn''t Even a Question)
Despite the benefits that enterprise resource planning (ERP) brings to manufacturers, Aberdeen findings from 2010 suggest that 26% of manufacturers have yet to

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