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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

crm tutorial  face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in 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 tutorial


'Collaborative Commerce': ERP, CRM, e-Procurement, and SCM Unite! A Series Study
Now in 2001, the catchphrase is 'Collaborative Commerce', where we unite all of the elements of ERP, CRM, E-Procurement, and SCM into one coherent system within

crm tutorial  Internet technologies have matured, CRM on the front end, and e-Procurement and Supply Chain Management on the back end, have come into their own. Now in 2001, the catchphrase is Collaborative Commerce, where we unite all of the above elements into one coherent system within and between organizations. This is the Big Kahuna, the zero latency, fully transparent, 360 degree exposure that is the stuff systems integrators dream of. Is it here? Are the technologies mature enough? Simple enough? This, the Read More
Compiere ERP & CRM
Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and

crm tutorial  ERP & CRM Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, Read More
TOTVS Protheus
TOTVS Protheus is platform-independent enterprise resource planning (ERP) and customer relationship management (CRM) software based on the TOTVS TEC

crm tutorial  and customer relationship management (CRM) software based on the TOTVS TEC architecture. Read More
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

crm tutorial  important to document the CRM vision, determine the business processes required to enable the vision and begin to determine the functionality and technology required to enable each of the business processes before creating an RFI or comparing vendors in a knowledge base. A good knowledge base can also diminish data quality issues. Companies that focus on developing and maintaining knowledge bases typically validate the data prior to making it available. For example, the vendor responses in TEC's Read More
Integrative CRM Enhances Midsize Business Agility and Performance
Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in

crm tutorial  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. Read More
Enterprise On-Demand CRM Comparison Guide
This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm tutorial  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More
The Case for a New CRM Solution
CRM software has gone well beyond being a

crm tutorial  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. 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

crm tutorial  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 solution. 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 tutorial  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, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?
Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with

crm tutorial  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More
Market Focus Report: The Value of Mobile and Social for CRM
Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included

crm tutorial  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More
Pivotal CRM
Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes

crm tutorial  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales force, marketing, and service automation.   Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More
Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report
This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients

crm tutorial  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important 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 tutorial  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

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