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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

salesforce crm overview  partners that supplement the core Salesforce CRM functionality or automate entirely different business processes, such as human resources, finance, administration, and operations. These applications have all the benefits of on-demand CRM: no infrastructure or hardware requirements, easy customization, real-time insight, and more. CRM is not an island. Because it touches so many aspects of your business, you want to make sure that your CRM system can flexibly accommodate related processes and 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 » salesforce crm overview


Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

salesforce crm overview  | SFA Sales | Salesforce | On-premise SFA | Sales Force Automation Articles | SFA Investment | Right SFA | Sales Force Management System | Robust SFA Solution | Customer Relationship Management | Sales Force Automation pdf | SFA Effectiveness | Why Use Sales Force Automation | End Users of an SFA System | Sales Force Automation Learning Guide | Small SFA Vendors | Benefits of SFA | SFA Data | What is Sales Force Automation | CRM Software for Sales Force Automation | SFA Implementation | Sales Force Read More...
FieldOne Sky Is Now a TEC Certified Solution in the Field Service Management Family
Technology Evaluation Centers (TEC) is pleased to announce that FieldOne Sky is now part of TEC’s field service management (FSM) certified solutions and

salesforce crm overview  other systems (SAP ERP, Salesforce, etc.), scalability, and security. In addition, Microsoft Dynamics XRM comes with multicurrency and multi-language support, and multi-time zone capability. In fact, users can enter work orders in one language—Spanish, for example—and have other users read them another language—French, for example. Customers can also take advantage of the Microsoft Dynamics  PinPoint app store , which allows them to extend their solution with third-party apps. FieldOne can deploy Read More...
CRM 101
Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM?CRM is more than a software application

salesforce crm overview  101 Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101 . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), Read More...
Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

salesforce crm overview  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More...
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

salesforce crm overview  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 Read More...
New Chatter Mobile from Salesforce
Salesforce.com announced the new Salesforce Chatter Mobile, including options to edit records, view dashboards, and take business actions. The new actions in

salesforce crm overview  Chatter Mobile from Salesforce Salesforce.com  announced the new Salesforce Chatter Mobile , including options to edit records, view dashboards, and take business actions. The new actions in Chatter Mobile are fully customizable. Editing: Users can edit records (i.e. account and sales opportunity information, customer cases, marketing campaigns or any other type of information in Salesforce) in real time and from anywhere. Dashboards: Depending on the job they hold (i.e. customer support, marketing, Read More...
TEC 2011 CRM Buyer's Guide
The new TEC 2011 CRM Buyer's Guide makes it easy.

salesforce crm overview  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More...
Agiline CRM
Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer

salesforce crm overview  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other 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

salesforce crm overview  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 what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements 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

salesforce crm overview  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...
CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born
Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond

salesforce crm overview  is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office Read More...
Agiline 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

salesforce crm overview  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...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

salesforce crm overview  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More...
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