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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 » introduction to salesforce crm


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

introduction to salesforce crm  Relationship Management Strategy, Contents Introduction The Eight CRM Essentials CRM Essential 1: Rapid Time to Value CASE STUDY: Ryder CRM Essential 2: Point-and-Click Customization CASE STUDY: DoubleClick CRM Essential 3: A 360-Degree Customer View CASE STUDY:Harris Interactive CRM Essential 4: Real-Time Visibility CASE STUDY:Genesys Conferencing CRM Essential 5: No More Dirty Data CASE STUDY:Millennium & Copthorne Hotels PLC CRM Essential 6: High Adoption CASE STUDY: Symantec CRM Essential 7: Read More...
Maximizer CRM Version 11 Highlights
Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It

introduction to salesforce crm  Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product ( 3.0 , launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “ a full-featured contact management Read More...
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

introduction to salesforce crm  Sales Force Performance | Introduction to Salesforce | Backdrop Salesforce | Sales Force Automation | Sales Force Management | Sales Processing and Tracking | Strategies Associated with Sales | Software for Sales Force Automation | SFA Sales Force | SFA Leader in Software-as-a-Service | SFA Sales Force Search | SFA Considering Sales-Force | SFA Salesforce Reporting | SFA Buying Salesforce | SFA Sales Effectiveness | SFA Sales Strategy Productivity | SFA Salesforce Search Specializes | SFA Direct Sales 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

introduction to salesforce crm  ERP systems with the introduction of Ming.le into the Infor 10x suite capabilities. Ming.le, formally announced in the spring of 2013, is part of Infor 10x, which provides major advancements across the entire suite of applications. Ming.le was more than two years in the making and provides the collaborative hub for collaborating across the Infor product suite. Unlike other vendors that have been slow to bring the collaborative capabilities across their product offerings, Infor Ming.le is now available 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

introduction to salesforce crm  no longer needs an introduction; it has become the leading provider of cloud-based customer relationship management (CRM) systems, i.e., Sales Cloud 2 and Service Cloud 2 . A trailblazer in software as a service (SaaS), salesforce.com has forayed well beyond the realm of CRM. (We’ve previously covered salesforce.com’s expansion of its offering , diversification within the platform-as-a-service [PaaS] space , and focus on collaboration .) The Meeting of Plex Online and Sales Cloud 2 It was just a Read More...
5 Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline
There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to

introduction to salesforce crm  Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales. Read More...
PROACTIS Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector
PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline

introduction to salesforce crm  Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline their source-to-contract and purchase-to-pay processes to achieve better value and control. The most recent win was at the Flintshire Council,  and now 20 out of 22 local authorities in Wales use PROACTIS.  Also recently, Newham Council chose PROACTIS Read More...
How to Find the Right ERP to Optimize Your Multi-site, Multi-national Operation
Download this white paper to learn about the challenges faced by multi-site and multi-national organizations--and what to look for in an enterprise resource

introduction to salesforce crm  to Find the Right ERP to Optimize Your Multi-site, Multi-national Operation Download this white paper to learn about the challenges faced by multi-site and multi-national organizations--and what to look for in an enterprise resource planning (ERP) solution to address these issues. Read More...
Maximizer 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

introduction to salesforce crm  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...
To BI or not to BI
Nowadays a company should not even question whether it needs business intelligence (BI) or not. Those who do not have it yet should include it in their future

introduction to salesforce crm  BI or not to BI Nowadays a company should not even question whether it needs business intelligence (BI) or not. Those who do not have it yet should include it in their future strategies, while those who do have it should search for ways to make BI work at its full potential. You Don’t Have It Yet? Let''s first analyze and understand why a company may not have BI: 1. BI is too expensive If this is what has been preventing you from acquiring BI, it’s not a valid reason. There are free BI tools, such as Read More...
End-to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow
To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that

introduction to salesforce crm  to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources? Read More...
How to Get Closer to Your Best Customers
In the white paper Get Closer to Your Best Customers, you''ll find a host of new ideas and proven best practices for dealing with customers more e...

introduction to salesforce crm  to Get Closer to Your Best Customers If this tough business climate is forcing you to find new ways of doing business , you''re not alone. Many businesses are searching for new strategies to help them prosper. Customer attitudes and spending patterns have changed as well. In the white paper Get Closer to Your Best Customers , you''ll find a host of new ideas and proven best practices for dealing with customers more effectively. You''ll learn the four key things you can do to get close to your customers, 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

introduction to salesforce crm  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 on what’s important: making customers happy. Here are 10 reasons why they have made the switch and why you need to take your field service organization to the cloud . . . or get left behind. Download the white paper and find out. Read More...
How to Respond Faster to Customer Feedback
What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of

introduction to salesforce crm  to Respond Faster to Customer Feedback What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system. Read More...
GE Comes to Lunch. Want to Guess Who the Appetizer Will Be?
General Electric announced the effective slicing of its General Electric Information Services company into two new business units to focus on E-commerce. The

introduction to salesforce crm  Comes to Lunch. Want to Guess Who the Appetizer Will Be? Event Summary General Electric Information Services (GEIS, a division of General Electric (NYSE: GE),) will become a holding company managing two new business units. GE Systems Services takes over the current infrastructure operations, including data centers, networks, and help desks. The other new company, GE Global Exchange Services, has four divisions that will focus on Internet Data Exchange, Enterprise Application Integration (EAI), Read More...

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