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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

activity in crm  track all campaign account activity and history in a single location by date and user Ability to schedule a campaign task reminder for one or more people, to be delivered at the same or different times Ability to deliver reminders to each users Tasks/ Activities list, as a notification pop-up window and/ or via e-mail Ability to upload documents or other electronic files related to each campaign Display campaign effectiveness for each campaign which includes account response rates, contact response 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 » activity in crm


Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements
While the ERP mid-market has seen more vibrant intra-market merger & acquisition activity during 2001, it appears that 2002 will, for some more tenacious Tier 2

activity in crm  button directly from the activity screen. Added Microsoft Outlook Integration Features -- IMPACT CRM 3.5 extends Outlook email integration capabilities, while adding task and appointment synchronization. For users of Microsoft Outlook, IMPACT CRM 3.5 will optionally use the MS Outlook email editor for composing emails, making available the full editing, spell check, formatting and other facilities that Outlook provides. The contents of sent email messages are automatically copied as activities in IMPACT Read More...
CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self

activity in crm  to this approach or activity documented to validate that it is part of the plan or was included in the original plan and implementation. The scoring system is based on a 1000-point system similar to the Baldrige Quality Award System. This model places a significant number of points on results with the reason for this emphasis is that the CRM strategy is about improving performance; all of the other activities and steps are a means to that end. It is very difficult to be completely descriptive in terms of Read More...
Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 2: Market Impact
Tier2/Tier 3 vendors are prepared to endure the onslaught of the likes of SAP, Oracle, and PeopleSoft, as well as of proverbial mid-market leaders such as J.D

activity in crm  years. As the M&A activity is seemingly dwindling, although not completely (see SAP Tries Another, Bifurcated Tack At A Small Guy ), the vendors that have survived the crunch will now have to energetically respond to the growing demands on the underlying collaborative product architecture and functionality, with customers remaining vendor viability cautious. A further degree of integration and convergence will likely take place between ERP, SCM and CRM applications in 2002, with SCM and CRM moving Read More...
Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer
Most of your customers and prospects expect you to be involved in social media@and they’ll be more likely to do business with you if you are. So how do you

activity in crm  making. Whereas traditional CRM activity focused heavily on operational effectiveness and its impact ' both internally and on the customer ' social CRM is all about people and community. It's about how your company intends to participate in the ongoing conversations taking place in the industry. How you embrace non-traditional influential people like popular industry bloggers, and social sites on the Web frequented by your audience. And fully understanding the importance of contributing to discussions, Read More...
Best Practices in Food Traceability: Be Able to Respond to Audits in Just Minutes
Today’s ever-increasing frequency and cost of food and beverage recalls harm not only the companies directly affected, but all processors in the industry. See

activity in crm  Practices in Food Traceability: Be Able to Respond to Audits in Just Minutes Today’s ever-increasing frequency and cost of food and beverage recalls harm not only the companies directly affected, but all processors in the industry. See how leading food processors are turning to innovative software solutions, like Plex Online, to develop a complete food safety management system that enables them to achieve best practices in food and beverage processing quality and a high level of traceability. Read More...
Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation
Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of

activity in crm   Read More...
The Real Challenge of CRM: Employee Buy-In
Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has

activity in crm  Real Challenge of CRM: Employee Buy-In The Real Challenge of CRM: Employee Buy-In If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Man 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

activity in crm  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application Read More...
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

activity in crm  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools Read More...
Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

activity in crm  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More...
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in

activity in crm  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More...
Ringing in the Change: Facets of Mobile Technology Adoption in Manufacturing
Due to the growth in mobile lifestyle among customers, the adoption of mobile devices and applications in manufacturing plants and facilities is on the rise

activity in crm  in the Change: Facets of Mobile Technology Adoption in Manufacturing Due to the growth in mobile lifestyle among customers, the adoption of mobile devices and applications in manufacturing plants and facilities is on the rise. This trend has led to more efficient collaboration and innovation in manufacturing. Indeed, the convergence of mobile devices and networks has enabled an in-depth observation of customer behavior at levels that were not accessible prior to mobility. For mobile success, Read More...
Future Trends in Wholesale Distribution—Part 2: Outside-In Omnichannel Fulfillment
The TEC Vendor Challenge was in full swing last week, with 2 days' worth of vendor demonstrations from Epicor, IBS, Infor, Microsoft, NetSuite, SAP, and VAI, as

activity in crm  Trends in Wholesale Distribution—Part 2: Outside-In Omnichannel Fulfillment The TEC   Vendor Challenge was in full swing last week, with 2 days' worth of vendor demonstrations from Epicor , IBS , Infor , Microsoft , NetSuite , SAP , and VAI , as well as presentations and dynamic discussions. In  part 1 of this blog post series , I provided highlights from the TEC Vendor Challenge on how disruptive innovations are changing the landscape of the wholesale distribution industry. In this second post Read More...
In-Memory Databases/In-Memory Analytics
The appeal of in-memory technology is growing as organizations face the challenges of handling and utilizing big data. There are compelling technical advantages

activity in crm  Memory Databases/In-Memory Analytics The appeal of in-memory technology is growing as organizations face the challenges of handling and utilizing big data. There are compelling technical advantages to having an in-memory database, but the business benefits can be far-reaching, as the knowledge gained from analytics means that a data-driven business can closely engage with and anticipate the needs of customers and markets. This paper provides a look at the benefits of in-memory technology for dealing with Read More...

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