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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...
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...
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...
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

introduction to salesforce crm  (PLM) and new product introduction/ideation, mostly for less complex products. In fact, salesforce.com already has an ideation product, from the Kenlet acquisition in 2007, whose original product CrispyNews has been used at Salesforce IdeaExchange, and is now called Salesforce Ideas . Generally speaking, while companies can provide apps that are customer focused, the rest of the enterprise must be able to align with this new strategy. Some manufacturing companies have, for example, put in advanced Read More...
CMS Is to Content as SOA Is to Enterprise Applications
There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to

introduction to salesforce crm  Is to Content as SOA Is to Enterprise Applications There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to loosely couple service and functions, to being able to combine services into a new form, SOA and CMS share many common threads in the enterprise world. Find out how the forces that have made SOA so important today are now doing the same for CMS in web site management. 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...
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...
The Trap of Accountancy Systems; When to Move on to ERP
The differences between ERP and accountancy solutions are huge. Accountancy solutions help with financial management and statutory reporting, but do little to

introduction to salesforce crm  Move on to ERP Introduction For some entrepreneurial companies in the tornado of fast growth, staying with an accountancy system while the business expands is a quick fix that can cause long-term damage. Those companies may find that a system furnished by a vendor of accountancy systems retards growth—particularly in the case of manufacturing companies. Rather, manufacturing companies should implement an enterprise resource planning (ERP) system as soon as their budget and resources will allow them to. Read More...
Using ERP to Deliver Ecommerce for Engineer to Order Companies
Engineer-to-order (ETO) companies can use enterprise software to implement eCommerce strategies in order to improve customer service, reduce waste, and increase

introduction to salesforce crm  ERP to Deliver Ecommerce for Engineer to Order Companies Engineer-to-order (ETO) companies can use enterprise software to implement eCommerce strategies in order to improve customer service, reduce waste, and increase profits. This white paper outlines the ways that enterprise resource planning (ERP) software can facilitate ETO eCommerce by opening portals to suppliers, project collaborators, and customers. Realize the benefits of eCommerce in the ETO setting with ERP software. 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

introduction to salesforce crm  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...
To BEA or Not to BEA: Is That the Question?
BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business

introduction to salesforce crm  BEA or Not to BEA: Is That the Question? To BEA or Not to BEA: Is That the Question? M. Reed - July 6, 2000 Event Summary BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business solutions, as members of their BEA Professional Service Provider Program. These new providers span the United States and the EMEA (Europe-Middle East-Africa) markets, and will leverage their vertical market and e-business expertise to Read More...
MessageClick to Provide Unified Messaging to RCN’s Business Clients
RCN has teamed up with MessageClick to provide its business-based users a complete suite of Unified Messaging tools including point-to-point e-mail, fax, and

introduction to salesforce crm  to Provide Unified Messaging to RCN’s Business Clients MessageClick to Provide Unified Messaging to RCN''s Business Clients P. Hayes - June 9, 2000 Event Summary In May, MessageClick, a leading Unified Communications company, announced a partnership with RCN Corporation, a leading broadband services company, and one of the largest ISP''s in the country, to provide messaging services to RCN''s business customers. Market Impact RCN has teamed up with MessageClick to provide its business-based 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...

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