The CRM Buyer s Guide. for Humans

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "The CRM Buyer s Guide. for Humans"

Transcription

1 The CRM Buyer s Guide for Humans

2 In today s technology-dependent world, nearly every company needs software to gain a competitive advantage and achieve success. Specifically, the need to efficiently and effectively manage relationships with clients has become vital. Most companies try to address this problem with a CRM (customer relationship management system). However, the sheer volume of available options can quickly become overwhelming to those in the market for a CRM. A CRM should be easy to use and provide relationship insights and proactive intelligence to your relationship managers, whether they re salespeople, customer service reps, or executives. But how do you find this ideal combination? This guide aims to help you decide on the CRM that is best suited to help you boost sales productivity, win more business, and improve your customer relationships. Of course, much of your decision will be dependent on your company s industry and its established day-to-day processes. But an excellent CRM provider will work with you to accommodate your company s particularities. CRM 2

3 Tracking long-standing, complex relationships with clients is crucial to your company s success. While your current relationship-tracking processes help to maintain some semblance of order, it isn t enough staff members get bogged down in manual procedures, sales reps don t know which leads represent the best opportunity for your company, and you have limited insight into deal timelines and pipeline health. In all the confusion, different employees have even called the same lead twice in the same day and you ve lost potential business. As a result, business has slowed significantly. Is there a solution that can help? The essence of the business cycle is your client base. Your business performance depends upon a series of conversions: leads must become opportunities, opportunities must become closed deals, closed deals result in clients, and clients become sources of ongoing revenue. A customer relationship management system helps your business to excel in each of these areas. The functionalities that a CRM system offers are critical to your company s success. 3

4 The best CRM systems on the market are designed to eliminate tedious procedures and increase ease of use by employing efficient, intuitive workflows. By automating account management, allowing for sales process configuration, and streamlining opportunity development, a customer relationship management system dramatically improves your sales team s effectiveness. A CRM also helps your sales team convert leads and opportunities into both new business and repeat business for your company while allowing you to effectively manage your business pipeline. 4

5 Your CRM should offer real-time visibility into your most important relationships. With relationship tracking technology fully integrated into a CRM, the system can mine vast amounts of interactions and communications history to deliver information to your staff about your company s relationships with the stakeholders within your accounts. Driven by proactive intelligence, a CRM that uses and phone records to provide visibility into which employees have the highest-quality relationships with certain customers or which representatives are engaged most deeply with a contact gives you a roadmap for customer interactions, taking away a great deal of guesswork and allowing your employees to close deals more quickly and maintain a better client experience over time. 5

6 Without accurate reporting from a quality CRM, business leaders can be left guessing as to what s going on at their accounts, who their most engaged contacts are, and where revenue opportunities lie. CRM reporting should tell a personalized story of what s going on in your world and give you control of data on sales activity, pipeline health, and demand generation so that you can increase your team s productivity. CRM reporting should help you not only measure what s working, but also identify issues before they lead to lost revenue. With reports measuring engagement levels, conversation activity, and more, a CRM should give you complete visibility into what s happening within your organization. 6

7 CRM technology has the power to dramatically improve the way your business works, but it can t get to that point unless your team reacts positively to its introduction. And according to Forrester Research, only 47% of companies that implement CRM come away from the adoption process with their expectations met or exceeded. Today s CRM software should be just as easy to use as today s consumer technology. No one wants to use technology that s difficult to use or requires tedious data entry. Your CRM should meet you more than halfway so that you don t have to spend your time manually entering data or sorting out confusing interfaces. 7

8 TRUE CLOUD ARCHITECTURE With multiple data centers, a Software-as-a-Service software platform can assure business continuity for your company with both physically and logically redundant architecture that s built to withstand any threat to your data. With an on-premise solution, on the other hand, your company could find itself paying for server space or purchasing its own server, and security protocol is dependent on each company s server particularities. And while a provider should never take ownership of a client s data, with an excellent Software-as-a-Service solution, you won t have to worry your provider will simply handle your data and take on the burden of responsibility associated with its care. SaaS solutions average 25 times less downtime per year than on-premise solutions and cost 46% less over a 7-year period. Additionally, while upgrades to on-premise software systems require slow, individual updates introduced to each of a provider s customers, Software-as-a-Service providers that provide a true cloud solution can roll out software updates to their entire customer base at once because they all work out of the same shared software instance. ACCESSIBILITY AND MOBILITY CRM software might come loaded with every possible bell and whistle, but if its interface is too clunky or complicated, its effectiveness will suffer. The best solution for your company should be radically easy to use and work the way you already work every day. With a modern, intuitive CRM, your employees can focus on their daily workloads while their software does the rest. A CRM should also offer its desktop platform s accessible functionality to those using it on any mobile device. With a robust set of features, a high-performance, easy-to-use mobile CRM will ensure that its users, who aren t always in front of their computers, can perform their roles from their smartphones without a hitch. Your staff can benefit a great deal from the ability to view records, analyze relationship health, and create and view notes before, during, and after meetings. In today s world, if your CRM provider doesn t prioritize mobile functionality, you re simply not getting the best available technology. 8

9 API Access No matter how excellently constructed a CRM system is, the product simply can t be designed around the specific needs of your company. That just wouldn t be a good business model. But with the right connectivity built into a CRM, your company can add any functionality it needs to the base system. With open APIs (application programming interfaces), the tools and protocols that provide the building blocks for developing software applications, an excellent CRM provider can build and extend its software to grow as technology grows and improves. When various applications can be seamlessly integrated into a CRM, your firm can focus on business rather than waste time on independent solutions that address a single problem in a solitary program. A fully extensible CRM provider will have an ecosystem of partnerships with a variety of 3rd party software providers that can contribute invaluable pre-integrated applications to fulfill critical business needs. Additionally, your firm may have exceedingly specialized needs, and you should be able to work with a provider that uses open APIs to build custom applications to fit these individual needs. Security and Privacy In order for your company to run properly, it has to hold a large quantity of people s personal information in its database and prevent that data from being released in any way. An excellent CRM provider will have high-level certifications like SSAE 16 SOC1 Type II compliance to prove the validity of its security procedures. The provider should also exhibit sustained effort in its devotion to security by using encryption for data transfers and limiting the amount of personal information that can be collected. Disaster Recovery Simply put, any CRM provider that doesn t have multiple backups of your data ready for immediate use in the case of a disaster isn t worth an investment. It is imperative for the success of your business that you be able to complete your daily operations, even if the primary source of your data is compromised by extreme circumstances. With multiple state-of-the-art data centers, a quality CRM provider will be able to fail your data over from its primary location to an alternate data center in near real-time, providing your company with the peace of mind that comes with knowing that your data is safe and in good hands. 9

10 Ultimately, buying the right CRM for your company is up to you. But with a thorough search process, you can separate the best solutions from lesser options. Follow these guidelines to find the solution that makes the best fit for your business. Document your current processes and workflows. Determine the difficulties that adoption of each potential CRM will present for your company. Ask for a live demo of each CRM you re considering so that you can see it and use it in real-time. Check references for each potential CRM provider and read as many reviews of each CRM as you can find. Go to industry conferences and tradeshows to get informed, network, and learn about your options. Ask each potential provider about hidden costs, upgrade pinches, and implementation timelines. Make sure that the CRM your company chooses to invest in covers every relevant aspect of your business. 10

11 Bullhorn has the product suite, infrastructure, and expertise to help your company grow by optimizing your business processes and generating revenue. Bullhorn s mobile-optimized CRM comes locked and loaded to elevate your business to the next level, and Bullhorn s Pulse customer intelligence gives your employees addressable intelligence on relationship strength at a glance. And with Bullhorn CRM, you ll also have access to the full complement of useful business applications in the Bullhorn Marketplace. Bullhorn is a 15-year-old SaaS CRM company with 350,000 users across 150 countries, and Bullhorn CRM has 99.99% uptime and can search 100 million records in half a second. Most importantly, Bullhorn CRM can help your company increase retention, expand relationships, optimize sales processes, and maximize revenue. Learn More CRM for Humans 11

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System ATS The Advantage: The Staffing Agency s Guide to Buying an Applicant Tracking System 87 % of North American recruiting professionals agree that using ATS/CRM technology is important to the success of

More information

5 Things Growing Businesses Need to Look for in CRM Software

5 Things Growing Businesses Need to Look for in CRM Software CRM Buying guide 5 Things Growing Businesses Need to Look for in CRM Software Innovative businesses seeking to take control of the total sales cycle through innovative interactions and value-driven platforms

More information

Buyers Guide to ERP Business Management Software

Buyers Guide to ERP Business Management Software Buyers Guide to ERP Business Management Software one 1. Introduction When you search for ERP or Enterprise Resource Planning on the web, the sheer amount of information that appears can be overwhelming

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

Making the Transition. From ISV to SaaS. with Xterity Wholesale Cloud

Making the Transition. From ISV to SaaS. with Xterity Wholesale Cloud Making the Transition From ISV to SaaS with Xterity Wholesale Cloud CONTENTS: 1 The New Business Model...Page 3 2 Business Challenges...Page 5 3 Technology Challenges...Page 7 4 Xterity Wholesale Cloud...Page

More information

The Beginner s Guide to CRM

The Beginner s Guide to CRM The Beginner s Guide to CRM Customer relationship management can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of customers, why do you need a dedicated

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world

More information

WHITE PAPER. 5 Ways Your Organization is Missing Out on Massive Opportunities By Not Using Cloud Software

WHITE PAPER. 5 Ways Your Organization is Missing Out on Massive Opportunities By Not Using Cloud Software WHITE PAPER 5 Ways Your Organization is Missing Out on Massive Opportunities By Not Using Cloud Software Cloud software allows your organization to focus on its strengths and outsource tough data storage

More information

Targeting. 5 Tenets. of Modern Marketing

Targeting. 5 Tenets. of Modern Marketing 5 Tenets of Modern Marketing Targeting The foundation of any effective Modern Marketing effort is to ensure you have a clear and accurate picture of your potential customers. Without the proper strategies

More information

How to Choose the Best Inbox Integration for Salesforce

How to Choose the Best Inbox Integration for Salesforce How to Choose the Best Inbox Integration for Salesforce This guide is written for information technology specialists who are looking for ways to improve Salesforce productivity. Salesforce is one of the

More information

How On-Premise ERP Deployment Compares to a Cloud (SaaS) Deployment of Microsoft Dynamics NAV

How On-Premise ERP Deployment Compares to a Cloud (SaaS) Deployment of Microsoft Dynamics NAV How On-Premise ERP Deployment Compares to a Cloud (SaaS) Deployment of Microsoft Dynamics NAV 13875 Cerritos Corporate Dr., #A Cerritos, CA 90703 Toll Free : (800) 969-APEX Tel : (562) 926-6820 E-mail

More information

Why Consider Cloud-Based Applications?

Why Consider Cloud-Based Applications? Abstract Achieving success for today s compliance professional is both tougher and easier than ever. On one hand, there are more regulations and standards at almost every level, on the other, there are

More information

The Marketing Automation Value Guide. Transforming Your Business with Pardot, B2B Marketing Automation by Salesforce

The Marketing Automation Value Guide. Transforming Your Business with Pardot, B2B Marketing Automation by Salesforce The Marketing Automation Value Guide Transforming Your Business with Pardot, B2B Marketing Automation by Salesforce Building a Business Case for Marketing Automation A quarter of all B2B Fortune 500 companies

More information

5 Signs Your ATS is Dying

5 Signs Your ATS is Dying 5 Signs Your ATS is Dying Introduction Applicant Tracking Systems (ATS s) come in a variety of manifestations touting a variety of features and claims. What they all have in common is that they aggregate

More information

Your Complete CRM Handbook

Your Complete CRM Handbook Your Complete CRM Handbook Introduction Introduction Chapter 1: Signs You REALLY Need a CRM Chapter 2: How CRM Improves Productivity Chapter 3: How to Craft a CRM Strategy Chapter 4: Maximizing Your CRM

More information

How cloud computing can transform your business landscape.

How cloud computing can transform your business landscape. How cloud computing can transform your business landscape. This whitepaper will help you understand the ways cloud computing can benefit your business. Introduction It seems like everyone is talking about

More information

Building Success on Acquia Cloud:

Building Success on Acquia Cloud: Building Success on Acquia Cloud: 10 Layers of PaaS TECHNICAL Guide Table of Contents Executive Summary.... 3 Introducing the 10 Layers of PaaS... 4 The Foundation: Five Layers of PaaS Infrastructure...

More information

Making Sense of Email Archiving for Microsoft Email Environments

Making Sense of Email Archiving for Microsoft Email Environments Making Sense of Email Archiving for Microsoft Email Environments Contents Why Email Archiving Matters.................................... 1 Archiving Challenges: PST Files and Other Enemies of Exchange

More information

Choosing the Right Project and Portfolio Management Solution

Choosing the Right Project and Portfolio Management Solution Choosing the Right Project and Portfolio Management Solution Executive Summary In too many organizations today, innovation isn t happening fast enough. Within these businesses, skills are siloed and resources

More information

TEST MANAGEMENT SOLUTION Buyer s Guide WHITEPAPER. Real-Time Test Management

TEST MANAGEMENT SOLUTION Buyer s Guide WHITEPAPER. Real-Time Test Management TEST MANAGEMENT SOLUTION Buyer s Guide WHITEPAPER Real-Time Test Management How to Select the Best Test Management Vendor? The implementation of a Test Management system to automate business processes

More information

8 BEST PRACTICES FOR MAKING YOUR PROJECT COSTING EASY 1. 8 Best Practices for Making Your Project Costing Easy

8 BEST PRACTICES FOR MAKING YOUR PROJECT COSTING EASY 1. 8 Best Practices for Making Your Project Costing Easy 8 BEST PRACTICES FOR MAKING YOUR PROJECT COSTING EASY 1 8 Best Practices for Making Your Project Costing Easy 8 BEST PRACTICES FOR MAKING YOUR PROJECT COSTING EASY 2 Whether you re a project manager at

More information

TOP 10 CLOUD MYTHS DEBUNKED Navigating to the Cloud - Maximize Operational Efficiencies and Minimize by Avoiding Common Cloud Myths WHITE PAPER

TOP 10 CLOUD MYTHS DEBUNKED Navigating to the Cloud - Maximize Operational Efficiencies and Minimize by Avoiding Common Cloud Myths WHITE PAPER TOP 10 CLOUD MYTHS DEBUNKED Navigating to the Cloud - Maximize Operational Efficiencies and Minimize by Avoiding Common Cloud Myths WHITE PAPER Contents 1. EXECUTIVE SUMMARY 2. INTRODUCTION Top Market

More information

GET REAL ABOUT BUSINESS DEVELOPMENT. BUSINESS DEVELOPMENT FROM THOMSON REUTERS ELITE CHANGES THE GAME.

GET REAL ABOUT BUSINESS DEVELOPMENT. BUSINESS DEVELOPMENT FROM THOMSON REUTERS ELITE CHANGES THE GAME. GET REAL ABOUT BUSINESS DEVELOPMENT. BUSINESS DEVELOPMENT FROM THOMSON REUTERS ELITE CHANGES THE GAME. 2 THE MARKET HAS CHANGED. DOES YOUR FIRM HAVE THE TOOLS TO KEEP UP? Person-to-person contact with

More information

8 Best Practices to Make Time and Attendance Easy

8 Best Practices to Make Time and Attendance Easy 8 Best Practices to Make Time and Attendance Easy 8 BEST PRACTICES TO MAKE TIME AND ATTENDANCE EASY 2 Accurate time and attendance management is a vital enterprise function, and timely data is critical

More information

Focus on your business, not your infrastructure. A buyer s guide to managed infrastructure services.

Focus on your business, not your infrastructure. A buyer s guide to managed infrastructure services. Focus on your business, not your infrastructure. A buyer s guide to managed infrastructure services. What s in this guide for you? If you re considering managed services as a way of meeting your organization

More information

WHITE PAPER. How to choose and implement your cloud strategy

WHITE PAPER. How to choose and implement your cloud strategy WHITE PAPER How to choose and implement your cloud strategy INTRODUCTION Cloud computing has the potential to tip strategic advantage away from large established enterprises toward SMBs or startup companies.

More information

SAM Benefits Overview SAM SOFTWARE ASSET MANAGEMENT

SAM Benefits Overview SAM SOFTWARE ASSET MANAGEMENT SAM Benefits Overview SAM SAM is critical to managing an IT environment because effectiveness is seriously compromised when an organization doesn t know what software assets it has, where they are located,

More information

7 things to ask when upgrading your ERP solution

7 things to ask when upgrading your ERP solution Industrial Manufacturing 7 things to ask when upgrading your ERP solution The capabilities gap between older versions of ERP designs and current designs can create a problem that many organizations are

More information

HOW TO SELECT A BACKUP SERVICE FOR CLOUD APPLICATION DATA JUNE 2012

HOW TO SELECT A BACKUP SERVICE FOR CLOUD APPLICATION DATA JUNE 2012 HOW TO SELECT A BACKUP SERVICE FOR CLOUD APPLICATION DATA JUNE 2012 INTRODUCTION The use of cloud application providers or Software-as-a-Service (SaaS) applications is growing rapidly. Many organizations

More information

Contact Center Security: Moving to the True Cloud

Contact Center Security: Moving to the True Cloud White Paper Contact Center Security: Moving to the True Cloud Today, Cloud is one of the most talked about trends in the IT industry. It s a paradigm many believe will have a widespread business impact.

More information

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses You ve outgrown Excel. Using your email system to track your customers has become overwhelming. Your business

More information

CRM SOFTWARE EVALUATION TEMPLATE

CRM SOFTWARE EVALUATION TEMPLATE 10X more productive series CRM SOFTWARE EVALUATION TEMPLATE Find your CRM match with this easy-to-use template. PRESENTED BY How To Use This Template Investing in the right CRM solution will help increase

More information

A Guide to Marketing Technologies for Distributed Teams

A Guide to Marketing Technologies for Distributed Teams A Guide to Marketing Technologies for Distributed Teams by Judith Zissman Introduction With the rise of internet technologies, mobile devices and global brands, marketing has become increasingly sophisticated,

More information

The SMB IT Decision Maker s Guide: Choosing a SaaS Service Management Solution

The SMB IT Decision Maker s Guide: Choosing a SaaS Service Management Solution BEST PRACTICES WHITE PAPER The SMB IT Decision Maker s Guide: Choosing a SaaS Service Management Solution Nine Things to Look For in Your Next SaaS Service Desk Table of Contents Introduction...................................................

More information

Why Marketing Automation is a Must-Have For Every B2B

Why Marketing Automation is a Must-Have For Every B2B Why Marketing Automation is a Must-Have For Every B2B VP of Sales Robert M. Walmsley President and CEO, Tailwind Strategies In the age of Internet marketing there is no salesmarketing alignment issue more

More information

WHITEPAPER. 7 Reasons Why Businesses are Shifting to Cloud Backup

WHITEPAPER. 7 Reasons Why Businesses are Shifting to Cloud Backup WHITEPAPER 7 Reasons Why Businesses are Shifting to Cloud Backup Table of Contents Introduction..1 Internal Resource Efficiency..2 Enhance Security.2 Leverage Deduplication Technology..2 Process Validation

More information

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY Hitting Your Numbers Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY It is already a given that a CRM system can help drive sales performance. So the decision to be made now is which

More information

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses You ve outgrown Excel. Using your email system to track your customers has become overwhelming. What now? Here

More information

Benefits of an ITIL Help Desk in the Cloud

Benefits of an ITIL Help Desk in the Cloud SOLUTION WHITE PAPER Benefits of an ITIL Help Desk in the Cloud A New ITIL Solution for Small-to-Medium Businesses Contents Introduction 1 Help Desk Needs in Smaller Environments 1 Power in the Cloud 3

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We

More information

Cloud CRM. Scalable solutions for enterprise deployment

Cloud CRM. Scalable solutions for enterprise deployment Cloud CRM Scalable solutions for enterprise deployment Simplicity in a complex world Finding, attracting, winning and retaining customers is the lifeblood of every business. But building a scalable, integrated

More information

InforCloudSuite. Distribution Enterprise. Overview INFOR CLOUDSUITE DISTRIBUTION ENTERPRISE 1

InforCloudSuite. Distribution Enterprise. Overview INFOR CLOUDSUITE DISTRIBUTION ENTERPRISE 1 InforCloudSuite Distribution Enterprise Overview INFOR CLOUDSUITE DISTRIBUTION ENTERPRISE 1 What if... You could implement an enterprise solution customized for distribution without the risks of traditional

More information

Gain Business Insight and Achieve Sales Success with CRM

Gain Business Insight and Achieve Sales Success with CRM Gain Business Insight and Achieve Sales Success with CRM Salesboom.com Salesboom.com looks at the challenges businesses face in their attempts to increase sales success and the On-Demand Customer Relationship

More information

Moving Network Management from OnSite to SaaS. Key Challenges and How NMSaaS Helps Solve Them

Moving Network Management from OnSite to SaaS. Key Challenges and How NMSaaS Helps Solve Them Moving Network Management from OnSite to SaaS Key Challenges and How NMSaaS Helps Solve Them Executive Summary In areas such as sales force automation and customer relationship management, cloud-based

More information

Is Cloud ERP Really Cheaper?

Is Cloud ERP Really Cheaper? Is Cloud ERP Really Cheaper? A Simple Guide to Understanding the Differences Between Cloud and On- Premise Distribution Software This guide attempts to outline all of the principal considerations that

More information

Office Technologies Managed Services Professional Services. SERVING OVER 18,000 CUSTOMERS IN THE NYC & TRI-STATE AREA tomorrowsoffice.

Office Technologies Managed Services Professional Services. SERVING OVER 18,000 CUSTOMERS IN THE NYC & TRI-STATE AREA tomorrowsoffice. Office Technologies Managed Services Professional Services Agenda What s Changed? Office Technologies Solutions Beyond Your MFP The New Atlantic Protecting Your Business What s Changed What s Changed?

More information

IT Services. We re the IT in OrganIsaTion. Large Organisations

IT Services. We re the IT in OrganIsaTion. Large Organisations IT Services. We re the IT in OrganIsaTion Large Organisations IT for Large Organisations. As the world of business technology has changed, so have we. From designing, building and optimising tailored

More information

So with hundreds of CRM service providers vying for your attention, why should you select OSF Global Services as your partner?

So with hundreds of CRM service providers vying for your attention, why should you select OSF Global Services as your partner? If you ve concluded that Customer Relationship Management is a strategic priority for your business, you ve no doubt started to evaluate CRM solutions and service providers. Which means you ve heard the

More information

Buyer's Checklist for Workflow Automation

Buyer's Checklist for Workflow Automation Buyer's Checklist for Does your firm need workflow automation? This white paper was created in partnership with Joseph P. Manzelli Jr. CPA.CITP, Director of Operations cpa.com/workflow Overview As public

More information

Company overview CUBE52. +44 (0) 118 328 2205 www.cube52.com sales@cube52.com CLOUD SERVICES

Company overview CUBE52. +44 (0) 118 328 2205 www.cube52.com sales@cube52.com CLOUD SERVICES Company overview +44 (0) 118 328 2205 www.cube52.com sales@cube52.com CUBE52 CLOUD SERVICES Modern hosting & cloud services to support your business At Cube52, our modern hosting and cloud services are

More information

CLOUD ERP FOR FAST-GROWING COMPANIES. Focus your efforts, achieve results and scale your technology with Intacct

CLOUD ERP FOR FAST-GROWING COMPANIES. Focus your efforts, achieve results and scale your technology with Intacct CLOUD ERP FOR FAST-GROWING COMPANIES Focus your efforts, achieve results and scale your technology with Intacct CLOUD ERP SOLUTIONS You work for a fast-growing company. As a finance professional, you

More information

Contact Center Security: Moving to the Cloud

Contact Center Security: Moving to the Cloud white paper Contact Center Security: Moving to the Cloud Table of Contents Executive Overview 2 A Critical Attribute of a Cloud Provider: Proven Security 2 How Do Well-established Companies Chose a Cloud

More information

Driving Customer Experience Excellence

Driving Customer Experience Excellence Driving Customer Experience Excellence with Your Contact Center Bucher + Suter AG www.bucher-suter.com info@bucher-suter.com Bucher + Suter AG www.bucher-suter.com info@bucher-suter.com 55 It s increasingly

More information

Things You Need in Document Management Software

Things You Need in Document Management Software Things You Need in Document Management Software ME LIKE! Let s Start! In today s connected, fast-paced world, it is increasingly important if not completely critical for organizations to automate timeconsuming

More information

Your relationships. Your information. Your CRM.

Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. In short, this means CRM without compromise. Your processes for identifying prospects, acquiring customers,

More information

TABLE OF CONTENTS. Introduction EDI 101. Selecting the Right Solution. The Buying Process 3-5 6-11 12-13 1EDISOURCE BUYER S GUIDE

TABLE OF CONTENTS. Introduction EDI 101. Selecting the Right Solution. The Buying Process 3-5 6-11 12-13 1EDISOURCE BUYER S GUIDE EDI BUYER S GUIDE TABLE OF CONTENTS Introduction EDI 101 Selecting the Right Solution The Buying Process 2 3-5 6-11 12-13 1 INTRODUCTION For over 25 years, 1EDISource has focused on solving our customers

More information

Informatica Application Information Lifecycle Management

Informatica Application Information Lifecycle Management Informatica Application Information Lifecycle Management Cost-Effectively Manage Every Phase of the Information Lifecycle brochure Controlling Explosive Data Growth The era of big data presents today s

More information

MANAGED SERVICES PROVIDER. Dynamic Solutions. Superior Results.

MANAGED SERVICES PROVIDER. Dynamic Solutions. Superior Results. MANAGED SERVICES PROVIDER Dynamic Solutions. Superior Results. REVOLUTIONIZE YOUR INSTITUTION BY FULLY LEVERAGING THE BENEFITS OF TECHNOLOGY MAXIMIZE YOUR TECHNOLOGY INVESTMENTS ENHANCE SECURITY OF YOUR

More information

Harnessing the Power of Big Data for Real-Time IT: Sumo Logic Log Management and Analytics Service

Harnessing the Power of Big Data for Real-Time IT: Sumo Logic Log Management and Analytics Service Harnessing the Power of Big Data for Real-Time IT: Sumo Logic Log Management and Analytics Service A Sumo Logic White Paper Introduction Managing and analyzing today s huge volume of machine data has never

More information

ScienceLogic vs. Open Source IT Monitoring

ScienceLogic vs. Open Source IT Monitoring ScienceLogic vs. Open Source IT Monitoring Next Generation Monitoring or Open Source Software? The table below compares ScienceLogic with currently available open source network management solutions across

More information

The Issue. Growing Pains and Desktop Software Is it Time to move to the Cloud? Chris Chillingworth. Partner, CFOs2Go

The Issue. Growing Pains and Desktop Software Is it Time to move to the Cloud? Chris Chillingworth. Partner, CFOs2Go The Issue A Publication of CFOs2Go Volume 5, Issue 2 March 2015 Growing Pains and Desktop Software Is it Time to move to the Cloud? Partners Chris Chillingworth Jess Gutierrez Doug Kennedy Ed O Dea Robert

More information

The Software-as-a Service (SaaS) Delivery Stack

The Software-as-a Service (SaaS) Delivery Stack The Software-as-a Service (SaaS) Delivery Stack A Framework for Delivering Successful SaaS Applications October 2010 2010 Online Tech, Inc. Page 1 of 12 www.onlinetech.com Audience Executives, founders,

More information

GETTING THE MOST FROM THE CLOUD. A White Paper presented by

GETTING THE MOST FROM THE CLOUD. A White Paper presented by GETTING THE MOST FROM THE CLOUD A White Paper presented by Why Move to the Cloud? CLOUD COMPUTING the latest evolution of IT services delivery is a scenario under which common business applications are

More information

25 Questions Top Performing Sales Teams Can Answer - Can You?

25 Questions Top Performing Sales Teams Can Answer - Can You? 25 Questions Top Performing Sales Teams Can Answer - Can You? How high growth businesses use Sales Force Automation to drive success The best performing sales teams can answer the sales management questions

More information

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1 HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series www.zyprr.com 1 Contents 1. Introduction: 1. What is CRM 2. Adoption: How to Succeed 1. Executive Buy-in 2. Establish Measurable Goals 3. Understanding

More information

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP Realize More Success with Software-plus-Services Cloud-based software from Microsoft Dynamics ERP Cloud computing is Internet-based development and use of computer technology. Large central data centers

More information

2015 EHR BUYER S GUIDE. For Behavioral Health and Human Services Providers

2015 EHR BUYER S GUIDE. For Behavioral Health and Human Services Providers 2015 EHR BUYER S GUIDE For Behavioral Health and Human Services Providers CHAPTER TITLE SUMMARY 1 Introduction Are you in the early stages of investing in an EHR? We have created this guide to simplify

More information

Redefining Infrastructure Management for Today s Application Economy

Redefining Infrastructure Management for Today s Application Economy WHITE PAPER APRIL 2015 Redefining Infrastructure Management for Today s Application Economy Boost Operational Agility by Gaining a Holistic View of the Data Center, Cloud, Systems, Networks and Capacity

More information

A SMALL BUSINESS GUIDE MOVING YOUR SMALL BUSINESS TO THE CLOUD

A SMALL BUSINESS GUIDE MOVING YOUR SMALL BUSINESS TO THE CLOUD A SMALL BUSINESS GUIDE MOVING YOUR SMALL BUSINESS TO THE CLOUD Cloud computing is taking off. In the past year several analyst firms have increased their cloud revenue projections, which remains a small

More information

SEVEN REASONS TO CONSIDER ERP IN THE CLOUD SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND

SEVEN REASONS TO CONSIDER ERP IN THE CLOUD SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND SEVEN REASONS TO CONSIDER ERP IN THE CLOUD SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND CONTENTS INTRODUCTION 3 TRY BEFORE YOU BUY 4 TAKE ADVANTAGE OF THE MOST ADVANCED TECHNOLOGY 6 GENERATE MEASURABLE

More information

40 Tips for Evaluating and Purchasing New ERP and Business Management Software

40 Tips for Evaluating and Purchasing New ERP and Business Management Software 40 Tips for Evaluating and Purchasing New ERP and Business Management Software Essential Things to Consider When Selecting the Right Financial Accounting and ERP Software for Your Company Your financial

More information

The Business Value of a Comprehensive All-in-One Data Protection Solution for Your Organization

The Business Value of a Comprehensive All-in-One Data Protection Solution for Your Organization The Business Value of a Comprehensive All-in-One Data Protection Solution for Your Organization You have critical data scattered throughout your organization on back-office servers, desktops, mobile endpoints

More information

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview White Paper Kenandy Cloud ERP Overview Kenandy TM Cloud ERP Key Benefits Easy to use Global Social Mobile Real-time visibility Fast deployment Users can tailor Add fields Change workflows Create reports

More information

CPI Customer Success Story Sawyer Savings Bank

CPI Customer Success Story Sawyer Savings Bank CPI Customer Success Story Sawyer Savings Bank Technology Management for Optimal Performance, Security & Cost Savings Leveraging CPI s expertise in capturing true IT value, mitigating risks and reducing

More information

Desktop Solutions SolutioWhitepaper

Desktop Solutions SolutioWhitepaper Author: Mike Herrmann With organizations looking for new ways to cut costs and increase productivity, the use of cloud computing has grown. The most common form of cloud computing is for vendors making

More information

TOP 10. Features Small and Medium Businesses

TOP 10. Features Small and Medium Businesses Introduction Once thought of as only relevant for enterprises, CRM technology is increasingly being used by small and medium businesses across industries. Even the smallest organizations recognize the

More information

IBM System x and VMware solutions

IBM System x and VMware solutions IBM Systems and Technology Group Cross Industry IBM System x and VMware solutions Enabling your cloud journey 2 IBM System X and VMware solutions As companies require higher levels of flexibility from

More information

Overview & Highlights- Maximizer CRM Live

Overview & Highlights- Maximizer CRM Live Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

The Customizable Cloud. How the Cloud Provides the More Flexible Alternative to Legacy ERP Platforms

The Customizable Cloud. How the Cloud Provides the More Flexible Alternative to Legacy ERP Platforms How the Cloud Provides the More Flexible Alternative to Legacy ERP Platforms Executive Summary For years, Enterprise Resource Planning (ERP) applications have been instrumental in integrating business

More information

10 Critical Requirements for Cloud Applications. How to Recognize Cloud Providers and Applications that Deliver Real Value

10 Critical Requirements for Cloud Applications. How to Recognize Cloud Providers and Applications that Deliver Real Value 10 Critical Requirements for Cloud Applications How to Recognize Cloud Providers and Applications that Deliver Real Value 1 10 Critical Requirements for Cloud Applications How to Recognize Cloud Providers

More information

THINGS YOU NEED IN DOCUMENT MANAGEMENT SOFTWARE. Presented By:

THINGS YOU NEED IN DOCUMENT MANAGEMENT SOFTWARE. Presented By: THINGS YOU NEED IN DOCUMENT MANAGEMENT SOFTWARE Presented By: With over 15 years experience with document management solutions OnPoint DMS and Cabinet Paperless are pleased to offer you some insight on

More information

Retail: Tips for Reducing Recruitment Costs Increase Your Hiring Performance while Decreasing Cost-to-Fill

Retail: Tips for Reducing Recruitment Costs Increase Your Hiring Performance while Decreasing Cost-to-Fill Retail: Tips for Reducing Recruitment Costs Increase Your Hiring Performance while Decreasing Cost-to-Fill Recruiting in retail presents some pretty big challenges compared to other industries. Known for

More information

LOW RISK ADOPTION OF CLOUD INFRA- STRUCTURE FOR ENTERPRISES

LOW RISK ADOPTION OF CLOUD INFRA- STRUCTURE FOR ENTERPRISES LOW RISK ADOPTION OF CLOUD INFRA- STRUCTURE FOR ENTERPRISES Business leaders are recognising that with the emergence of enterprise grade cloud computing, there is no good reason to continue to invest in

More information

1Targeting 2. 4Analysis. Introducing Marketing Automation. Best Practices for Financial Services and Insurance Organizations.

1Targeting 2. 4Analysis. Introducing Marketing Automation. Best Practices for Financial Services and Insurance Organizations. Introducing Marketing Automation Best Practices for Financial Services and Insurance Organizations 5 Marketing Technology 1Targeting 2 Engagement 4Analysis 3 Conversion 1 Marketing Automation = Marketing

More information

10 Critical Requirements for Cloud Applications:

10 Critical Requirements for Cloud Applications: 10 Critical Requirements for Cloud Applications: How to Recognise Cloud Providers and Applications that Deliver Real Value 10 Critical Requirements for Cloud Applications: How to Recognise Cloud Providers

More information

Cisco Unified Data Center: The Foundation for Private Cloud Infrastructure

Cisco Unified Data Center: The Foundation for Private Cloud Infrastructure White Paper Cisco Unified Data Center: The Foundation for Private Cloud Infrastructure Providing Agile and Efficient Service Delivery for Sustainable Business Advantage What You Will Learn Enterprises

More information

Organizations that are standardizing today are enjoying lower management costs, better uptime. INTRODUCTION

Organizations that are standardizing today are enjoying lower management costs, better uptime. INTRODUCTION WHITEPAPER STANDARDIZED OPERATING ENVIRONMENTS FOR I.T. EFFICIENCY Boost productivity, increase uptime, and enhance business agility by standardizing your IT environment INTRODUCTION Organizations that

More information

THE KEY ADVANTAGES OF BUSINESS INTELLIGENCE AND ANALYTICS

THE KEY ADVANTAGES OF BUSINESS INTELLIGENCE AND ANALYTICS THE KEY ADVANTAGES OF BUSINESS INTELLIGENCE AND ANALYTICS With the help of business intelligence solutions, organizations can implement corrections and take necessary measures to improve efficiency in

More information

On-Demand CRM Executive Brief Hitting Your Numbers

On-Demand CRM Executive Brief Hitting Your Numbers On-Demand CRM Executive Brief Hitting Your Numbers Creating Sales Excellence with On-Demand CRM www.tatacommunications.com/enterprise/saas/crm.asp You do not want to know how much we spent on salesforce.com

More information

How cloud computing can transform your business landscape

How cloud computing can transform your business landscape How cloud computing can transform your business landscape Introduction It seems like everyone is talking about the cloud. Cloud computing and cloud services are the new buzz words for what s really a not

More information

Driving Success. Make Time & Attendance as Easy as Your Project Costing IME TRACKING

Driving Success. Make Time & Attendance as Easy as Your Project Costing IME TRACKING Driving Success Make Time & Attendance as Easy as Your Project Costing IME TRACKING Introduction Accounting for time spent on the job is among employees least favorite tasks. But the information collected

More information

IBM PureFlex System. The infrastructure system with integrated expertise

IBM PureFlex System. The infrastructure system with integrated expertise IBM PureFlex System The infrastructure system with integrated expertise 2 IBM PureFlex System IT is moving to the strategic center of business Over the last 100 years information technology has moved from

More information

Sage MAS 90 and 200. Extended Enterprise Suite S

Sage MAS 90 and 200. Extended Enterprise Suite S Sage MAS 90 and 200 Extended Enterprise Suite S An End-to-End Approach to Business Software At Sage, we ve been supporting businesses like yours with world-class business software for well over a quarter

More information

An Introduction To CRM. Chris Bucholtz

An Introduction To CRM. Chris Bucholtz Chris Bucholtz Contents Executive Summary...3 Introduction...4 Why CRM?...4 The Top 6 Things CRM Can Do For You...5 Creating A Standardized Process...5 No More Weekly Status Reports...5 Automate Your Unique

More information

OPTIMISING THE MULTI-CHANNEL AGENT DESKTOP: EMPOWER YOUR CUSTOMERS AND FRONTLINE EMPLOYEES

OPTIMISING THE MULTI-CHANNEL AGENT DESKTOP: EMPOWER YOUR CUSTOMERS AND FRONTLINE EMPLOYEES OPTIMISING THE MULTI-CHANNEL AGENT DESKTOP: EMPOWER YOUR CUSTOMERS AND FRONTLINE EMPLOYEES 2010 RightNow Technologies. All rights reserved. RightNow and RightNow logo are trademarks of RightNow Technologies

More information

Translation Management System. Product Brief

Translation Management System. Product Brief Translation Management System Product Brief Contents Who s Using Smartling Who s Using Smartling The world s leading businesses use Smartling s cloud-based software platform to create, manage, and deliver

More information

INDUSTRY PERSPECTIVE

INDUSTRY PERSPECTIVE INDUSTRY PERSPECTIVE 1 A Brief Introduction As IT administrators and chief information officers, you face a particular challenge: facilitate the ability for your agency to work remotely, while reducing

More information

Sage X3. Enterprise Business Management Solutions in the 21st Century: Key Buying Considerations

Sage X3. Enterprise Business Management Solutions in the 21st Century: Key Buying Considerations Sage X3 Enterprise Business Management Solutions in the 21st Century: Table of Contents 3 Legacy Systems are Good to a Point 3 On-Premise or Cloud: Which Option makes Sense 4 The Modern Business Management

More information

BACKUP ESSENTIALS FOR PROTECTING YOUR DATA AND YOUR BUSINESS. Disasters happen. Don t wait until it s too late.

BACKUP ESSENTIALS FOR PROTECTING YOUR DATA AND YOUR BUSINESS. Disasters happen. Don t wait until it s too late. BACKUP ESSENTIALS FOR PROTECTING YOUR DATA AND YOUR BUSINESS Disasters happen. Don t wait until it s too late. OVERVIEW It s inevitable. At some point, your business will experience data loss. It could

More information

Success on the fly Tap into real business efficiency with none of the infrastructure hassle

Success on the fly Tap into real business efficiency with none of the infrastructure hassle Success on the fly Tap into real business efficiency with none of the infrastructure hassle D35252 Managed Hosted_v2b.indd 1 It s great to know that I can focus on broadening my business horizons not managing

More information