FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION"

Transcription

1 FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION Toll- Free: 1(800) Website:

2 How To Ensure A Successful CRM Implementation ABOUT THIS E-BOOK If you have downloaded this E-Book, there is a good chance your business has grown to the point that managing customer relationships has become challenging and complex. If this describes your predicament, Customer Relationship Management (CRM) software may be your answer. But a successful CRM implementation requires careful planning and implementation. This E-Book provides a roadmap to planning and successfully implementing your CRM software with practical strategies. Copyright Pipeline Management Consulting 2

3 According to independent research firm Gartner, fifty percent of CRM Software implementations fail You want to give your customers the personal, handson attention they deserve. However, you may be stretched thin with other priorities, or struggling to keep customer information organized and maintained across numerous spreadsheets and by several staff members. If this describes your predicament, Customer Relationship Management (CRM) software may be your answer. CRM software stores, organizes, and analyzes a vast array of diverse customer and prospect data. CRM also tracks interactions and automate a variety of sales, marketing and customer-service activities. The key to realizing the tremendous benefits of a CRM system - and increasing your return on investment (ROI) - is to take a strategic, process-centric approach toward implementation and adoption. This approach puts the improvement of specific business processes, such as customer service, sales management and marketing, at the center of your CRM efforts. Copyright Pipeline Management Consulting 3

4 1 The Value and Capabilities of CRM Software The power of CRM software lies in its ability to store, organize and provide a robust repository of customer and prospect data that your sales team can access, anytime and anywhere. These capabilities can help you improve your decision-making, productivity, and customer service. CRM software alone does not add value to your organization. The value it brings depends entirely on how you implement and use it. Here are several ways it can streamline and enhance your sales, customer service and marketing activities. Sales Process Automation Increase sales team productivity and shorten the sales cycle by automating daily tasks to help your reps better manage communications, contacts, leads, opportunities and sales forecast. Customer Service Improve customer satisfaction by arming your sales team with critical customer data. Log customer issues and facilitate problem resolution with easy access to information regarding products, orders, and past communications. Marketing CRM software can provide robust reporting and analytics on market segments that enable you to target customers and prospects based on specific criteria. It also provides a centralized platform to track and store campaign results, lead data, and marketing collateral. Copyright Pipeline Management Consulting 4

5 2 Critical Things to Do Before Making a Selection Without thorough knowledge of your organization s needs and business processes, you could purchase the wrong CRM software or not make optimal use of it. To prevent common pitfalls, follow these strategies: Establish specific objectives: Such as improving customer service, lowering costs, increasing sales efficiency, or boosting profits. Determine how CRM will help you achieve them. Develop an implementation plan: Implementing CRM software is a big undertaking. Choose a team with excellent project management skills and an understanding of each department that will be impacted. Before you commit the resources, evaluate the costs-benefits of hiring an outside consultant to assist with the implementation. Assess your customers: Survey your customers to identify areas of improvement, their preferences, and capabilities they would like you to implement. Understand your business processes: Document key business processes that you want to automate or enhance. Diagrams and workflows of each critical stage in a process help ensure no key steps are missed. Get buy-in from your staff: Your teams are more likely to embrace a CRM system that they helped create. It is a good practice to develop a value proposition and business plan that everyone can review and approve. Identify dependencies with your information systems: Determine what specific information systems you need to integrate with the CRM and involve your IT team in the early planning stages. Consider phasing CRM deployment based on priorities: A good approach is to prioritize tasks that will enhance your internal efficiency and productivity. Then plan to phase your deployment to minimize mistakes and complexity. Copyright Pipeline Management Consulting 5

6 3 How to Evaluate and Choose the Right CRM Software When planned thoroughly, selecting the right CRM software will be an easy task. By this time, you will have a good handle on your requirements and it will simply be a matter of finding compatible software to support your needs. The following tips will help to ensure your selection process goes smoothly: Explain your requirements to CRM software vendors: Have a checklist handy that lists the problems you want to solve, your broad goals, the specific business processes you want to automate, and your systems integration requirements. Weigh the pros and cons of different types of platforms: The type of CRM software you choose will depend entirely on your unique goals. But the platform of your system often boils down to your budget and preferences. The most popular CRMs are cloud-base because they require virtually no maintenance and are easy accessibility via the web. Be sure to make the value proposition for your CRM investment clear and to communicate it with your team to improve adoption. Focus on functionality: Instead of aiming for the latest and greatest CRM software, choose a system that can serve your most important needs on a day-to-day basis and can offer the flexibility you need to easily make changes as your business grows. Consider your future needs: Simply put, think scalability. You don t want to be forced to make a new purchase down the road to accommodate your future requirements. Try software demos and involve your teams: Most reputable vendors offer 30-day free trials. So once you ve narrowed down the options, try demos of your top three CRM vendors. And be sure to get each department that will use or be impacted by the CRM implementation involved. Copyright Pipeline Management Consulting 6

7 4 Considerations Before Implementing your CRM Once you ve selected the CRM software, your focus should be to get it up and running according to a defined timeline. Here is a plan to follow: Manage customization efforts: If you re working with a developer to customize the CRM software, you need to explain in a detailed and highly specific manner what you need them to do, and most importantly, why. The why gives them the big picture they need to make sense of the details, and to design an effective solution. Provide user training: Before and after the CRM Software becomes operational provide extensive training to your sales team. Continue training them periodically until they become highly proficient and productive in the use of the CRM Software. Migrate your data carefully: Before you migrate existing data to the CRM, gather and consolidate the data and be sure to update any incorrect, inconsistent, or obsolete information. One of the biggest hurdles you will face will be generating and sustaining buy-in from your internal teams. If you ve only been working with spreadsheets and databases, a CRM system will be a big change. Evaluate your success: Evaluate the success of your CRM system on a regular basis. Gather data and qualitative feedback from your team to measure its effectiveness and make changes where necessary. Copyright Pipeline Management Consulting 7

8 ABOUT PIPELINE MANAGEMENT CONSULTING Pipeline Management is a certified Salesforce.com Cloud Alliance Partner. Our official certification gives our customers the assurance that we have the expertise to deliver robust CRM Software and sales automation solutions built on salesforce.com, one of the best CRM Software platforms in the industry. Learn more about our services by visiting our website at COPYRIGHT DISCLAIMER: Copyright Pipeline Management Consulting. All rights reserved. This E-Book is for customer use only and no usage rights are conveyed. Nothing herein may be reproduced, sold publicly distributed, or published in any form, without written permission of Pipeline Management Consulting Copyright Pipeline Management Consulting 8

How to Create an Annual Sales Plan. An Interview with Anwar Allen, Managing Partner at

How to Create an Annual Sales Plan. An Interview with Anwar Allen, Managing Partner at How to Create an Annual Sales Plan An Interview with Anwar Allen, Managing Partner at 0 ContentsiCCs a test Introduction 4 Why not just go with what is working? 5 When is the best time to create an annual

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

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool.

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool. MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO Everything you need to know to create the ultimate sales and marketing tool. Table of Contents Introduction...3 Chapter 1: What Is Marketing Automation?...4

More information

The Complete Guide to DEVELOPING CUSTOM SOFTWARE FOR ANY BUSINESS CHALLENGE

The Complete Guide to DEVELOPING CUSTOM SOFTWARE FOR ANY BUSINESS CHALLENGE The Complete Guide to DEVELOPING CUSTOM SOFTWARE FOR ANY BUSINESS CHALLENGE Developing Custom Software for Any Business Challenge: The Complete Guide Copyright 2015 Published by Art & Logic All rights

More information

How to Choose and Use CRM Systems for Financial Advisors

How to Choose and Use CRM Systems for Financial Advisors How to Choose and Use CRM Systems for Financial Advisors Presenters: Brian McLaughlin, CEO, Redtail Technology Cynthia Stephens, Vice President of Marketing, ByAllAccounts Brian McLaughlin, CEO, Redtail

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

Guidelines for CRM Implementation

Guidelines for CRM Implementation Guidelines for CRM Implementation For the Small and Medium Sized Businesses (SMB), the customer really is king. SMBs that do not develop a customer focused sales approach or customer-centric approach,

More information

Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies

Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies SL Associates Executive Summary 2 Dynamic Software Industry Poses Many Challenges 2 KPIs

More information

Differentiate your business with a cloud contact center

Differentiate your business with a cloud contact center Differentiate your business with a cloud contact center A guide to selecting a partner that will enhance the customer experience An Ovum White Paper Sponsored by Cisco Systems, Inc. Publication Date: September

More information

DECIDING WHICH CRM SOLUTION IS RIGHT FOR YOU

DECIDING WHICH CRM SOLUTION IS RIGHT FOR YOU Book 4 of 4 DECIDING WHICH CRM SOLUTION IS RIGHT FOR YOU PART OF THE CRM SUCCESS SERIES Introduction It s Time for a CRM Solution Congratulations. Your business is growing and you ve decided the time is

More information

Is cloud CRM really that great?

Is cloud CRM really that great? Is cloud CRM really that great Cloud CRM is considered the new norm in deploying your CRM for smart, forward thinking businesses, but is it really that good Cloud CRM As cloud has matured, it s reached

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

Graduating CRM Beyond Pipeline Management CRM

Graduating CRM Beyond Pipeline Management CRM Graduating CRM Beyond Pipeline CRM Graduating CRM Beyond Pipeline Graduating CRM Beyond Pipeline So you ve got your CRM deployment running smoothly. Congrats to you! If you re like most of our customers,

More information

SharePoint Managed Services: How to Make SharePoint Work for You

SharePoint Managed Services: How to Make SharePoint Work for You Introduction Imagine all of your important company announcements are being stored in a single location, reducing the amount of mail flowing into your inbox. Processes are completely automated generating

More information

Adapting a CRM system for your business

Adapting a CRM system for your business Adapting a CRM system for your business www.pcr-ltd.co.uk 1 PCR Computers Ltd 4 The Pavilions, 31-33 Brighton Road, South Croydon, Surrey CR2 6EB Tel: +44 (0) 208 681 0000 Fax: +44 (0) 208 681 0009 Executive

More information

Meaningful Use Stage 2. Creating the Foundation for Population Health

Meaningful Use Stage 2. Creating the Foundation for Population Health Meaningful Use Stage 2 Creating the Foundation Creating the Foundation You ve downloaded this ebook just in time. Are you ready to begin building toward Meaningful Use (MU) Stage 2? Each MU requirement

More information

MEASURING THE IMPACT OF TRAINING: A FOCUS

MEASURING THE IMPACT OF TRAINING: A FOCUS MEASURING THE IMPACT OF TRAINING: A FOCUS ON SALES READINESS THOUGHT LEADERSHIP SURVEY RESULTS TABLE OF CONTENTS STUDY OVERVIEW 2 KEY FINDINGS 2 ANALYSIS: MEASURING SALES READINESS 3 ANALYSIS: MEASURING

More information

Five Simple Steps to CRM Selection

Five Simple Steps to CRM Selection Lasso CRM Whitepaper 1. Determine your requirements 2. Generate buy in from stakeholders 3. Decide between on demand or on premise software 4. Select vendor carefully 5. Integrate wisely How do you decide

More information

CRM Integration Best Practices

CRM Integration Best Practices CRM Integration Best Practices TABLE OF CONTENTS Introduction... 1 Should every business consider integration?... 1 Methods: Data Integration vs Systems Integration... 2 Data Integration... 2 Systems Integration...

More information

Finance. Resources. Operations. Marketing. Workflow Hero s Line of Business. Conversation Guide. www.nintex.com

Finance. Resources. Operations. Marketing. Workflow Hero s Line of Business. Conversation Guide. www.nintex.com Human Resources IT Finance Operations Sales Marketing Workflow Hero s Line of Business Conversation Guide www.nintex.com CONTENTS INTRODUCTION...................................................... 3 HUMAN

More information

END TO END DATA CENTRE SOLUTIONS COMPANY PROFILE

END TO END DATA CENTRE SOLUTIONS COMPANY PROFILE END TO END DATA CENTRE SOLUTIONS COMPANY PROFILE About M 2 TD M2 TD is a wholly black Owned IT Consulting Business. M 2 TD is a provider of data center consulting and managed services. In a rapidly changing

More information

CRM Can customer relationship management help your business to create happy customers?

CRM Can customer relationship management help your business to create happy customers? Authored by HOW TO KNOW IF YOUR BUSINESS IS READY FOR CRM Can customer relationship management help your business to create happy customers? Sponsored by Microsoft TABLE OF CONTENTS Introduction 3 Improved

More information

The Ultimate Guide to B2B Lead Nurturing

The Ultimate Guide to B2B Lead Nurturing The Ultimate Guide to B2B Lead Nurturing What is Lead Nurturing? Your current database is a goldmine. By focusing on the leads you already have, you have the potential to apply the kind of strategies that

More information

Marketing & Sales Integrate for the Ultimate ROI

Marketing & Sales Integrate for the Ultimate ROI Marketing & Sales Integrate for the Ultimate ROI How CRM & Marketing Automation are the tools to help Winning and keeping customers requires modern data tactics. Marketing must deliver value with every

More information

Got CRM? Small Business CRM Software Guide White Paper

Got CRM? Small Business CRM Software Guide White Paper Got CRM? for Small Business Preface There are many articles on Customer Relationship Management (CRM) and its benefits. However, most articles cater to large organizations and don t concentrate on the

More information

Mothernode CRM ENTERPRISE (ERP) EDITION

Mothernode CRM ENTERPRISE (ERP) EDITION Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run

More information

Associations today face more challenges and demands than ever

Associations today face more challenges and demands than ever Associations today face more challenges and demands than ever before to deliver real value to their membership base. Professional development and education are aspects of an association s mission that

More information

CRM for small business. info@maplecrm.com

CRM for small business. info@maplecrm.com CRM for small business info@maplecrm.com CRM for Small Business Customer Relationship Management (CRM) Software refers to a technological solution that help businesses manage customer relationships in

More information

How Do I know If I Need RCx HOW TO CHOOSE A MANAGED SERVICES PROVIDER. www.netsolus.com

How Do I know If I Need RCx HOW TO CHOOSE A MANAGED SERVICES PROVIDER. www.netsolus.com How Do I know If I Need RCx HOW TO CHOOSE A MANAGED SERVICES PROVIDER www.netsolus.com Shifting your IT operations to a managed services provider (MSP) offers a multitude of benefits. Collaborating with

More information

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

HOW A CRM HELPS YOUR BUSINESS GROW

HOW A CRM HELPS YOUR BUSINESS GROW Book 1 of 4 HOW A CRM HELPS YOUR BUSINESS GROW PART OF THE CRM SUCCESS SERIES Introduction BEYOND THE HANDSHAKE You ve likely heard the saying, Business begins with a handshake It sounds so simple. But

More information

Engage Customers with Service Excellence

Engage Customers with Service Excellence SAP Brief SAP Customer Relationship Management Customer Service s Objectives Engage Customers with Service Excellence It s time to rethink customer service It s time to rethink customer service Today s

More information

The Importance of Software Management: How Rationalizing Assets Creates Real Business Benefits

The Importance of Software Management: How Rationalizing Assets Creates Real Business Benefits The Importance of Software Management: How Rationalizing Assets Creates Real Business Benefits IT As a Strategic Business Driver As the world has become more connected and employee and customer demands

More information

Critical Steps to Help Small and Mid-Sized Businesses Ensure CRM Success

Critical Steps to Help Small and Mid-Sized Businesses Ensure CRM Success Critical Steps to Help Small and Mid-Sized Businesses Ensure CRM Success Table of Contents Abstract............................................ 3 CRM Drivers and Benefits............................. 4

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

The Executive CRM Guide

The Executive CRM Guide The Executive CRM Guide By Ron Jenkins CRM Strategy Consultant The Executive CRM Guide _ Page 2 of 11 Table of Contents Executive Overview... 3 Guide to CRM Success... 4 Step 1 Conduct CRM Workshop...

More information

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011 CRM On Demand now hosted locally in Europe An Oracle White Paper 2011 Innovation, fuelled by the rapid development of new technologies, continues to drive competitive advantage in the area of customer

More information

Accelerating the Transition to Hybrid Cloud with Oracle Managed Cloud Integration Service

Accelerating the Transition to Hybrid Cloud with Oracle Managed Cloud Integration Service Accelerating the Transition to Hybrid Cloud with Oracle Managed Cloud Integration Service How to Connect Applications More Quickly and with Less Risk O R A C L E W H I T E P A P E R O C T O B E R 2 0 1

More information

Second CRM CRM Solution for Small Companies

Second CRM CRM Solution for Small Companies Second CRM CRM Solution for Small Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT

ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT RESEARCH NOTE September 2014 ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT THE BOTTOM LINE Organizations are continuing to make investments in analytics to meet the growing demands of the user community

More information

Improving Inside Sales Production with Automation

Improving Inside Sales Production with Automation Improving Inside Sales Production with Automation Improving Inside Sales Production with Automation A recent Noble Systems survey of Inside Sales Teams revealed that while one-half of the organizations

More information

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions. Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Compliments of. Published by. Improve Operational Metrics and Streamline the Client Management Life Cycle in Your Professional Services Organization

Compliments of. Published by. Improve Operational Metrics and Streamline the Client Management Life Cycle in Your Professional Services Organization 1 Improve Why Professional Operational Services Metrics Organizations and Streamline the Need Client Improved Management Financial Life andcycle in Your Professional Resource Management Services Organization

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Four Steps To Simple crm

Four Steps To Simple crm Four Steps To Simple crm Your Success Depends On Your Implementation Written by Marge Murphy Co-authored by Wes Holland table of contents 1 2 3 4 5 6 7 Why a crm? Make a Plan Step One: Define Your Reports

More information

SALESFORCE SERVICE CLOUD FLEXERA SOFTWARE

SALESFORCE SERVICE CLOUD FLEXERA SOFTWARE ROI CASE STUDY August 2014 SALESFORCE SERVICE CLOUD FLEXERA SOFTWARE THE BOTTOM LINE Flexera Software deployed Salesforce Service Cloud to streamline and consolidate its customer service and support processes

More information

Cisco Cloud Enablement Services for Adopting Clouds

Cisco Cloud Enablement Services for Adopting Clouds Cisco Cloud for Adopting Clouds Cisco Cloud for Adopting Clouds help you understand which applications you need to migrate; build business justifications for migrating your applications to a public cloud

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

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

BridgeBuilder helps you. gain access to the information. you need to drive your sales, marketing, and customer. service processes transforming

BridgeBuilder helps you. gain access to the information. you need to drive your sales, marketing, and customer. service processes transforming Bridging Your Information Gap BridgeBuilder helps you gain access to the information you need to drive your sales, marketing, and customer service processes transforming your everyday data and processes

More information

COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER

COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER For many B2B organizations, building a demand center is a no-brainer. Learn how to ensure you re successful by avoiding

More information

3 Keys to Preparing for CRM Success: Avoid the Pitfalls and Follow Best Practices

3 Keys to Preparing for CRM Success: Avoid the Pitfalls and Follow Best Practices CRM Expert Advisor White Paper 3 Keys to Preparing for CRM Success: Avoid the Pitfalls and Follow Best Practices Ten years ago, when CRM was nascent in the market, companies believed the technology alone

More information

Debunking Cloud Software s Biggest Myths

Debunking Cloud Software s Biggest Myths Executive Brief Debunking Cloud Software s Biggest Myths 1 There is no denying that cloud computing is one of the hottest trends in the tech industry. While incredibly popular, the cloud is still fairly

More information

Transform how government engages with customers through digital experiences

Transform how government engages with customers through digital experiences Transform how government engages with customers through digital experiences The digital landscape is constantly evolving, and these changes offer agencies new ways to deliver services more cost-effectively,

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

DELIVERING EXCEPTIONAL CUSTOMER CARE

DELIVERING EXCEPTIONAL CUSTOMER CARE REAL WORLD SCENARIOS Volume 1 Cases 1-4 DELIVERING EXCEPTIONAL CUSTOMER CARE WINNING THE HEARTS OF YOUR CUSTOMERS BUILDing THE FOUNDATION STREAMLINing SUPPORT CASES GAINing A COMPETITIVE ADVANTAGE knowing

More information

eguide Improving Business Performance with HR Technology

eguide Improving Business Performance with HR Technology eguide Improving Business Performance with HR Technology If only there were more hours in the day to run your business, right? You re not alone there. According to a survey by Accounting Today, small business

More information

THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS

THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS ORGANIZING YOUR BUSINESS OPTIMIZING YOUR CUSTOMERS EXPERIENCE BUILDING YOUR PIPELINE UNDERSTANDING YOUR METRICS OVERVIEW Building and maintaining a profitable

More information

Improving Customer Contact Quality

Improving Customer Contact Quality Improving Customer Contact Quality An Extract from Call Quality Practices 2009 Call quality monitoring is one of the most effective methods for improving the level of service you provide to your customers.

More information

MARKETING AUTOMATION: HOW TO UNLOCK THE VALUE OF YOUR CRM DATA

MARKETING AUTOMATION: HOW TO UNLOCK THE VALUE OF YOUR CRM DATA : HOW TO UNLOCK THE VALUE OF YOUR CRM DATA Kynetix Technology Group Introduction People who remember using a Rolodex to keep track of their clients consigned this little piece of history to the back of

More information

ECM Migration Without Disrupting Your Business: Seven Steps to Effectively Move Your Documents

ECM Migration Without Disrupting Your Business: Seven Steps to Effectively Move Your Documents ECM Migration Without Disrupting Your Business: Seven Steps to Effectively Move Your Documents A White Paper by Zia Consulting, Inc. Planning your ECM migration is just as important as selecting and implementing

More information

THE 7 STEPS TO A SUCCESSFUL CRM IMPLEMENTATION DEPLOYING CRM IN THE NEW ERA OF CONNECTED CUSTOMERS

THE 7 STEPS TO A SUCCESSFUL CRM IMPLEMENTATION DEPLOYING CRM IN THE NEW ERA OF CONNECTED CUSTOMERS THE NEW ERA OF ABOUT THE AUTHOR Paul Rogers is the Head of Customer Experience and CRM within HCL s Applications Division. Based in London, Paul is responsible for leading HCL s CRM consulting and technology

More information

Everything you need to know about CRM. White Paper. The Essential Guide to CRM. What you need to know about Customer Relationship Management

Everything you need to know about CRM. White Paper. The Essential Guide to CRM. What you need to know about Customer Relationship Management White Paper The Essential Guide to CRM What you need to know about Customer Relationship Management Contents What is CRM?...1 A history of CRM...2 What are the advantages of having a customer strategy?...3

More information

SAP Executive Insight. Best Practices of the Best-Run Sales Organizations Sales Opportunity Blueprinting

SAP Executive Insight. Best Practices of the Best-Run Sales Organizations Sales Opportunity Blueprinting SAP Executive Insight Best Practices of the Best-Run Sales Organizations Sales Opportunity Blueprinting Why are we talking about blueprints? After all, blueprints are used in the construction of buildings,

More information

YOUR COMPLETE CRM HANDBOOK

YOUR COMPLETE CRM HANDBOOK HIGHER EDUCATION: 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

More information

Rethink application possibilities and align to desired business outcomes

Rethink application possibilities and align to desired business outcomes Whitepaper Rethink application possibilities and align to desired business outcomes EALA results January 2014 2014 Avanade Inc. All rights reserved. Executive summary It s a new world of applications.

More information

Everything you need to know about pitch, proposal and RFP management software

Everything you need to know about pitch, proposal and RFP management software Breeze Proposals Everything you need to know about pitch, proposal and RFP management software info@qorusdocs.com 1 Contents Introduction...3 What is proposal management software?...4 Meeting quality and

More information

BROCHURE. KenCloud TM Customer Relationship Management. Brochure- KenCloud TM CRM. Swash Convergence Technologies Limited

BROCHURE. KenCloud TM Customer Relationship Management. Brochure- KenCloud TM CRM. Swash Convergence Technologies Limited BROCHURE KenCloud TM Customer Relationship Management Swash Convergence Technologies Limited 1 KenCloud CRM (Customer Relationship Management) SIMPLE SOLUTION, GREATER EXPERIENCE Overview The lifeblood

More information

Elevate Your Customer Engagement Strategy with Cloud Services

Elevate Your Customer Engagement Strategy with Cloud Services SAP Brief SAP Services Cloud Services for Customer Relations Objectives Elevate Your Customer Engagement Strategy with Cloud Services Win over today s empowered customers Win over today s empowered customers

More information

HubSpot CRM & Salesforce:

HubSpot CRM & Salesforce: HubSpot CRM & What is the best solution for your company? Credits To BluLeadz inbound Marketing Company As a marketing agency, we are always speaking with business owners, marketing managers and sales

More information

Patient Relationship Management

Patient Relationship Management Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information

More information

Simplify Your Migrations and Upgrades. Part 1: Avoiding risk, downtime and long hours

Simplify Your Migrations and Upgrades. Part 1: Avoiding risk, downtime and long hours Simplify Your Migrations and Upgrades Part 1: Avoiding risk, downtime and long hours Introduction You can say migrations and upgrades to a database administrator (DBA) or systems administrator. But what

More information

Own, launch, grow and support your cloud backup and recovery offering

Own, launch, grow and support your cloud backup and recovery offering Asigra Hybrid Partner Program Own, launch, grow and support your cloud backup and recovery offering Recovery is Everything Get powered by Asigra. Deliver your own backup service, be a data recovery specialist,

More information

VMware Solution Exchange Partner Program Guide

VMware Solution Exchange Partner Program Guide VMware Solution Exchange Partner Requirements, Conditions And Usage Guidelines V.2.0 / December 2011 Table of Contents Terms.... 3 VMware Program Policies.... 3 Legal Entity and VMware Program Membership....

More information

GROW YOUR BUSINESS WITH THE RIGHT MOBILITY SOLUTION

GROW YOUR BUSINESS WITH THE RIGHT MOBILITY SOLUTION WHITE PAPER GROW YOUR BUSINESS WITH THE RIGHT MOBILITY SOLUTION THE RISE OF THE ANYTIME-ANYWHERE WORKER The spread of mobile technology throughout organizations large and small has spawned a new kind of

More information

Big Data Analytics. 10 Best Practice Recommendations. Assessing the Revolution in Big Data and Business Analytics. Sponsored by

Big Data Analytics. 10 Best Practice Recommendations. Assessing the Revolution in Big Data and Business Analytics. Sponsored by Big Data Analytics Assessing the Revolution in Big Data and Business Analytics 10 Best Practice Recommendations Sponsored by Copyright Ventana Research 2013 Do Not Redistribute Without Permission February

More information

SCALABLE ENTERPRISE CRM SERVICES

SCALABLE ENTERPRISE CRM SERVICES SCALABLE ENTERPRISE CRM SERVICES Scalable Systems Email: info@scalable-systems.com A majority of customer relationship management solutions have been designed and tested to solve yesterday's problems and

More information

CRM Compared. CSI s Guide to Comparing On-Premise and On-Demand. Tim Agersea Managing Director, Customer Systems Scottsdale, AZ

CRM Compared. CSI s Guide to Comparing On-Premise and On-Demand. Tim Agersea Managing Director, Customer Systems Scottsdale, AZ CSI s Guide to Comparing On-Premise Tim Agersea Managing Director, Customer Systems Scottsdale, AZ Copyright 2008 Customer Systems, Inc. All Rights Reserved. Terms & Conditions Printed in the United States

More information

A Field Guide to Learning Management Systems (LMS)

A Field Guide to Learning Management Systems (LMS) A Field Guide to Learning Management Systems (LMS) How can organizations make smart purchasing decisions about LMSs? Ryann K. Ellis Editor, Learning Circuits American Society for Training & Development

More information

SharePoint as a Business Application, Not Just a Collaboration Tool

SharePoint as a Business Application, Not Just a Collaboration Tool SharePoint as a Business Application, Not Just a Collaboration Tool Products, Projects, Services and Work in One System Published March, 2013 http://epmlive.com Contents Introduction...2 Common Uses of

More information

Sprint making business agility real with reliable cloud computing solutions

Sprint making business agility real with reliable cloud computing solutions Sprint making business agility real with reliable cloud computing solutions Partnership with CSC enables enterprise-class cloud services SUMMARY Ovum view Customers of all sizes and in ever-increasing

More information

Early Stage Technology Sales Program

Early Stage Technology Sales Program Early Stage Technology Sales Program Presented by: Colin McWhinnie and Ingo Seibert SalesXperts Solutions Inc. 1121-11871 Horseshoe Way Richmond, BC V7A 5H5 604-377-1980 Challenges for Early StageTechnology

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Executing a Successful SPIF

Executing a Successful SPIF Executing a Successful SPIF BEST PRACTICES, TIPS, AND TECHNIQUES SPIFs are a great way to generate enthusiasm and mindshare, promote market adoption of a new solution, incent the sales of a specific combination

More information

+ OFFICE RELOCATION. BEST PRACTICES Moving Your Office

+ OFFICE RELOCATION. BEST PRACTICES Moving Your Office + OFFICE RELOCATION BEST PRACTICES Moving Your Office Preparing for an Office Move? Moving to a new location communicates a lot about your company and impacts your company s brand. It also plays a huge

More information

ebook THE SURVIVAL GUIDE FOR MIGRATING TO A CLOUD- BASED CRM

ebook THE SURVIVAL GUIDE FOR MIGRATING TO A CLOUD- BASED CRM ebook THE SURVIVAL GUIDE FOR MIGRATING TO A CLOUD- BASED CRM Table of Contents 03 04 06 08 09 10 12 INTRODUCTION PROJECT KICK-OFF & EFFECTIVE COMMUNICATION TRAIN, TRAIN, AND TRAIN AGAIN SELL THE PRODUCT

More information

SkyDesk CRM. Customer Relationship Management System

SkyDesk CRM. Customer Relationship Management System SkyDesk CRM Customer Relationship Management System SkyDesk CRM provides you with: A wide range of business applications focused on increasing business producitivty. All customers data and history can

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

IMPROVING CUSTOMER SUPPORT THROUGH UNIFIED OMNICHANNEL CUSTOMER SELF-SERVICE

IMPROVING CUSTOMER SUPPORT THROUGH UNIFIED OMNICHANNEL CUSTOMER SELF-SERVICE IMPROVING CUSTOMER SUPPORT THROUGH UNIFIED OMNICHANNEL CUSTOMER WHAT IS UNIFIED OMNICHANNEL CUSTOMER? OUR STORY As veterans of the software and customer service industries, we shared the same pains as

More information

Elevate Customer Experience and Engagement in the New Digital World

Elevate Customer Experience and Engagement in the New Digital World Elevate Customer Experience and Engagement in the New Digital World John Chan CRM Solutions Lead, Microsoft Business Solutions Microsoft Asia Customer buying behavior has fundamentally changed therefore,

More information

CLOUD FAX SOLUTIONS BUYER S GUIDE

CLOUD FAX SOLUTIONS BUYER S GUIDE CLOUD FAX SOLUTIONS BUYER S GUIDE TABLE OF CONTENTS INTRODUCTION 1 2 3 4 Define Your Needs Business Goals Requirements Compare Solutions Select Top Solutions Talk to References Do Demos/Trials Make Your

More information

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology Powering Marketing Transformation The Five Tenets of Modern Marketing in Financial Services and Insurance Targeting Engagement Conversion Analytics Marketing Technology THE FIVE TENETS OF MODERN MARKETING

More information

CA Chorus Helps Reduce Costs, Improve Productivity and Assist With Mainframe Skills Retention

CA Chorus Helps Reduce Costs, Improve Productivity and Assist With Mainframe Skills Retention ROI BUSINESS USE CASE FEBRUARY 2015 CA Chorus Helps Reduce Costs, Improve Productivity and Assist With Mainframe Skills Retention 95% of our customers recognized and confirmed the skills problem in their

More information

SIX TIPS FOR PUTTING YOUR CRM INTO OVERDRIVE

SIX TIPS FOR PUTTING YOUR CRM INTO OVERDRIVE SIX TIPS FOR PUTTING YOUR CRM INTO OVERDRIVE TABLE OF CONTENTS Introduction Tip 1: Meet and Exceed Customer Expectations Every Time Tip 2: Provide the Right Data, to the Right People, at the Right Time

More information

Research Brief. Using the Model. Category One: Strategy

Research Brief. Using the Model. Category One: Strategy The Sirius Directions in Services Model The Sirius Directions in Services Model groups sales, marketing and product service providers and agencies into five categories: strategy, reputation, demand, sales

More information

THE FIRST NINETY DAYS.

THE FIRST NINETY DAYS. THE FIRST NINETY DAYS. HOW TO GET YOUR NEW HIRES PRODUCING FAST. 30 PAGES OF EXPERT ADVICE, TIPS AND LESSONS LEARNED. 1 The First Ninety Days: How to Get Your New Sales Hires Producing Fast Copyright 2013

More information

Ten Steps to CRM Success. A Customer Relationship Management White Paper

Ten Steps to CRM Success. A Customer Relationship Management White Paper A Customer Relationship Management White Paper 10 Steps to CRM Success i Table of Contents Step1: It s all About the Customer... 1 Who Are Your Customers?... 1 Define Customer Attributes... 1 Step 2: Build

More information

CLOUD-BASED PHONE SYSTEMS WHY YOU NEED ONE & HOW TO GET ONE

CLOUD-BASED PHONE SYSTEMS WHY YOU NEED ONE & HOW TO GET ONE CLOUD-BASED PHONE SYSTEMS WHY YOU NEED ONE & HOW TO GET ONE Cloud-based phone systems are growing more and more popular. Simply put, cloud-based phone systems are software-based phone systems that store

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

Oracle s Primavera P6 Enterprise Project Portfolio Management

Oracle s Primavera P6 Enterprise Project Portfolio Management Oracle s Primavera P6 Enterprise Project Portfolio Management Oracle s Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust and easy-to-use solution for prioritizing, planning,

More information