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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
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

introduction to salesforce 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 partner. Even in 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
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
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
RedPrairie: Enabling End-to-End Supply Chains (from Manufacturer to Retail Shelf)
RedPrairie provides best-of-breed supply chain execution, workforce, and all-channel retail solutions designed to streamline and expedite the flow of goods from

introduction to salesforce crm  Enabling End-to-End Supply Chains (from Manufacturer to Retail Shelf) RedPrairie Corporation is an Alpharetta, Georgia, United States (US)–based provider of best of breed supply chain execution (SCE), workforce and all-channel retail solutions. Many of the world’s leading businesses rely on RedPrairie solutions to streamline and expedite the flow of goods from raw materials into the hands of the consumer. RedPrairie was founded in 1975 as McHugh Freeman & Associates , a consulting and 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
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
The Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value
Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery

introduction to salesforce crm  Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move Read More
Social CRM is Dead, Long Live Social Media Flavored CRM
Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare

introduction to salesforce crm  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is nothing Read More
SAP Invited to White House to Showcase Consumer Innovation in Advancing Public Safety
The White House invited SAP to demonstrate the capabilities of Recall Plus, a product designed to

introduction to salesforce crm  Invited to White House to Showcase Consumer Innovation in Advancing Public Safety The White House invited  SAP to demonstrate  the capabilities of Recall Plus, a product designed to catch a recall on kids'' products or food with undeclared allergens . Recently, Washington officials encouraged the development of technological products that help enhance public safety. Recall Plus makes public safety information available to the public in a timely fashion, ensuring that consumers are advised about Read More
Ariba Network to Move to SAP HANA
In keeping with its strategy to move everything to the cloud—and to the in-memory SAP HANA platform—SAP recently announced plans to move the Ariba Network to

introduction to salesforce crm  Network to Move to SAP HANA In keeping with its strategy to move everything to the cloud—and to the in-memory SAP HANA platform—SAP recently announced plans to move the Ariba Network to HANA by the end of 2014. With 1.5 million companies in over 190 countries conducting over half a trillion in commerce on an annual basis, the Ariba Network is by far the largest and most global business-to-business (B2B) trading platform in the world. And with the move to HANA, it is expected to become the fastest 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
Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate

introduction to salesforce crm  questions at showdown@technologyevaluation.com . Introduction Given that sales and customer retention are the lifeblood of any organization, we thought we’d take a closer look at three of the leading mid-market CRM solutions. Two of them, Microsoft Dynamics CRM and SageCRM, come from large, integrated vendors, while the third, Oncontact CRM, comes from a smaller, best-of-breed vendor that offers CRM solutions only. Sage''s CRM solution comes in both hosted (SageCRM.com) and non-hosted configurations. Read More

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