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Field Service Management (FSM)
Field Service Management (FSM)
Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter r...
 

 salesforce reporting crm

Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality Get this template

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Field Service Management (FSM)
Field Service Management (FSM)
Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter r...

Documents related to » salesforce reporting crm

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 hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

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CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor


TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

salesforce reporting crm  domain experience on the Salesforce AppExhange marketplace. FPX has been a top-tier ISV partner of salesforce.com since 2004, bringing the first multi-tenant CPQ application to market on the Salesforce AppExchange. The vendor has gotten saleforce.com’s executive endorsements for industry solutions in the automotive, healthcare, and manufacturing verticals. In addition, the aforementioned Firepond by FPX, Deal Dashboard (predictive apps), and contract management are written on Force.com, whereas the Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

salesforce reporting crm  plan to develop in-house, Salesforce has created unnecessary complexity and a certain amount of instability in its go-to-market strategy. For example, in providing integration between Salesforce.com and SAP’s ERP applications through AppExchange partners—Above All Software, Bluewolf, Bridgewerx, CastIron Systems, Integration Technologies and Pervasive Software—SFDC maintains it will provide business value. However, not all this business value will necessarily benefit end-users. Our assessment is Read More

Entellium


Located in Seattle, Washington (US), Entellium has a research and development center in Malaysia and global consulting services worldwide. It has provided CRM solutions to global brands such as Pan Pacific Hotels, Standard Chartered Bank, MCIS Zurich Insurance, and TELUS. Entellium is one of the fastest growing CRM companies today. Furthermore, Entellium delivers the best post-sales support in the CRM industry with free training, world-wide 24x7 help desk access and a dedicated account manager to ensure a quick deployment.

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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 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

salesforce reporting crm  hard to say what Salesforce will do, but Maximizer intends to maintain its relationship with Jigsaw. As for the integration with Twitter and Facebook —or any other social customer relationship management (SCRM) functionality— Maximizer has plans, but in a future version. What Can You Expect from Maximizer 12 and Beyond? Maximizer’s mobile product has been quite successful and it will continue to improve real-time data access and BlackBerry platform integration. Also, integration with other mobile Read More

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 as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

salesforce reporting crm  president, and he ll say Salesforce is the most important application in the organization. All sales and marketing-related functions manage their day through the application. Dan Chiazza Director, Global Sales Operations Harris Interactive CRM Essential 4: Real-Time Visibility To stay competitive, businesses must mind their metrics. Constantly monitoring the health of the business, determining what s working and what s not, and making adjustments to improve operations and increase revenue are Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

salesforce reporting crm   Read More

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

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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 your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

salesforce reporting crm  Solutions Methodology | Harvest Salesforce Consulting and Trainning | Requirements Gathering | CRM Configuration Experiences | Technology Evaluation Center Whitepapers | Microsoft Dynamics CRM Implementation Guide | What is Implementation | CRM News | Open Source CRM Solution | 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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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Reporting for Midsize Companies


Reporting is a valuable tool that can help you understand your company’s performance. The right reporting tool is simply the one that lets you work with information the way you want to, and gives you confidence that the information is relevant and accurate. Find out how a single reporting application can reduce the complexity of the reporting environment for IT, while delivering more benefits for your users.

salesforce reporting crm  for Midsize Companies Reporting is a valuable tool that can help you understand your company’s performance. The right reporting tool is simply the one that lets you work with information the way you want to, and gives you confidence that the information is relevant and accurate. Find out how a single reporting application can reduce the complexity of the reporting environment for IT, while delivering more benefits for your users. Read More