5 Things Growing Businesses Need to Look for in CRM Software

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "5 Things Growing Businesses Need to Look for in CRM Software"

Transcription

1 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 will leverage customer relationship management (CRM) solutions. For the growing business, there are five key attributes to demand in CRM software, including scalability and flexibility, an intuitive user experience, dashboard reporting, the potential in hosted solutions, and an understanding of the business requirements. Scalability and Flexibility Scalability should be a key focus for any growing business. The selected CRM solution must be able to change along with the needs of the business, growing along with the business itself and the associated activities to support that growth. The market can rapidly change, demanding more from the CRM platform at any given time. The software application and the supporting hardware or hosting solution should provide optimal performance in times of growth and in times of stagnant performance. The right CRM platform should also be easy to configure according to the needs of the business. CRM solutions are put in place to help streamline sales and marketing efforts, improve the customer experience and increase the overall effectiveness of the product support teams. No two environments are alike and without the right solution features to address the challenges within the organization, the CRM platform could create more chaos than it was meant to prevent. Sales reps have a lot to do in the course of a busy day. While CRM tools were designed to help improve sales performance, they can easily be resisted by the sales staff if they 2011,. All Rights Reserved. P. 1

2 lack flexibility or are difficult to use. Customization of the product is key to ensure it fits the needs of the business and this customization must be easily done with an intuitive process that does not rely on IT support. Intuitive User Experience or Usability Anything introduced into the sales reps workflow is bound to be met with resistance, no matter how much benefit is promised. This is especially true when the new platform or tools required extensive training. Sales reps view anything added to their day as time away from their core competencies. If they understand the benefits the platform was designed to provide and can immediately start to use it with ease, the organization immediately benefits. Within the sales department and for that sales rep particularly, an intuitive experience not only ensures a shortened learning curve; it also means the sales rep can leverage a solution that will begin to adjust according to the sales rep s use of the platform. Settings used regularly can be placed on the desktop; tasks can be automated according to the preferred time of day or week; and reports can be scheduled according to the rep s preferred data entry completion time. An intuitive interface is one that is best catered to the specific user. Features may include one-click dialing from a customer s contact information, account management for the individual rep, calendar personalized to the rep, but also viewable by others, opportunity management, lead scoring, lead nurturing and activity management capabilities that are easy to find, schedule and integrate into other related activities. Siebel CRM SaaS has a reputation in the market for offering an intuitive, channel-enabled interface. Sales reps gain access to streamlined sales and service, can drive more revenue per deal, lower the cost of completing the deal and drive higher customer satisfaction. Siebel also promises to improve key performance metrics while supporting agents in their key business objectives. P. 2

3 Dashboard Reporting for Management The small business, no matter where it is on its growth path, presents challenges to the overall management. Any more than two reps identifying leads, scoring opportunities and closing deals can make the data management task overwhelming when conducted manually. CRM solutions that provide for a dashboard view of all reports makes information easily accessible for management, while providing a great incentive point for reps who can measure their performance against others in the company. Custom reporting is essential for all businesses leveraging CRM platforms as it is critical to capture that information that truly drives successful sales activities and identifies potential opportunities. Robust CRM platforms have the ability to capture a wealth of information from each interaction, market data, user input and more. Not all of this information is relevant to measuring the potential of closing that sale, however. As the business grows, the need for customized views of specific data will also continue to grow, putting more pressure on the CRM platform to perform. The scalability and flexibility mentioned above prove positive in reporting scenarios. Keep in mind, the growing business still needs the dashboard view to access all pertinent reports, but these capabilities will expand as well as new market segments and new products are introduced into the mix. Benefits to Dashboard Reporting Dashboards are a popular element within the sales department as it delivers significant benefits when integrated with the CRM platform. Four specific benefits to dashboard reporting focus on visibility capabilities to the optimal flow of data: Customization: there are many different levels within the organization that need to access sales information for a variety of reasons. Providing too much information can complicate projections, while too little information can skew results. Dashboards allow P.

4 for customization according to the level of management or employee accessing the information, as well as the specifics within the sales process for that company. Drilling Deep: surface information is great when sales reps need to report to upper management, but it doesn t help to identify problems in a process or a weakness on the part of the rep. Dashboards allow managers to drill down into the details to get to the meat behind the summary details to identify key performers, major accounts and even weak links. Trends: summary information plays an important role in enabling sales managers to identify trends over a specific period of time. Armed with this information, company leaders can make better decisions and proactively address issues before they become problems. Data Flow: dashboards are driven by current data captured in real-time to present the most accurate snapshot of the current data and status within the sales cycle. This constant flow ensures visibility is accurate and trends are captured in near-real time. NetSuite offers a powerful CRM platform that delivers all of these benefits, as well the ability to capture and measure customer satisfaction, monitor lead conversion and track metrics from the corporate website. Consider Hosted CRM Software In the move to implement a robust CRM solution within the enterprise or small business, business leaders have a wealth of solutions and delivery models from which to choose. The hosted delivery model enables the organization to access a CRM application hosted on the provider s servers for a set subscription fee. This delivery model significantly reduces the initial costs of implementing the CRM solution, while also eliminating some of the barriers to entry for the smaller business. When leveraging the hosted CRM solution, the organization has nothing to purchase or P.

5 download. The application runs in the cloud, accessible through a Web browser. Information is captured into a database, also hosted on the provider s server, yet managed by the company subscribing to the service. Little to no IT infrastructure is needed to access these applications, and the scalability and flexibility of the solution allows the company to easily add users and make adjustments to features to support future growth. Business Requirements Before implementing a CRM system, it is important for an organization to understand why the need or desire exists. Is the goal to gain more customers, identify more leads or manage customers more effectively? Perhaps the goal is to secure better management of the sales process, keep sales reps on track or simply create a platform for capturing and monitoring information. Once management has a clear understanding of why a CRM system should be implemented, it is important to develop a strategy for solution selection and implementation. This includes outlining the appropriate time-frame for implementation and training. For instance, implementing a CRM solution during the peak sales quarter is not ideal. Instead, it s important that the system is implemented and long-since adopted by the sales team before that quarter hits. A Look at the Features CRM solutions come with a whole range of solutions that can benefit the sales department, or simply take up space on the host server. Before implementing a CRM system, it is important to identify those features that are needed and those the organization can do without. Clearly defining both lists will ensure the optimal control over the cost of the solution, whether it is hosted or implemented in-house. Sales force automation can alleviate many of the tasks involved in the sales process that can bog down the sales team. Robust CRM systems automate order processing, information sharing, contact management, order tracking, inventory monitoring, sales P. 5

6 forecast analysis, customer management and employee performance evaluation. Marketing automation can deliver many of the same benefits of sales force automation in that it automates many of the marketing activities your sales reps would normally perform to identify leads and qualify opportunities. Contact management often serves as the primary CRM tool for a number of companies that support manual processes on the part of the sales reps but still want to capture as much information on the customer contact as possible. This feature focuses on the contact s name as well as any other information that can help close a sale. Customer service features can also extend out the value of the CRM platform, supporting the sales reps in all customer service activities. This includes capturing information on a customer support issue and scheduling follow-ups to ensure the customer is satisfied or identify cross-sell and up-sell opportunities. Social features are certainly the newest addition to the CRM system, yet play a very important part. Consumers today are using social media platforms to interact with companies, research product and service information and share their own experiences. Companies need to invest in a CRM platform that integrates with key social platforms, monitoring mentions and enabling easy responses to improve the customer experience and support the positive promotion of the brand. Conclusion By taking the time to look at the five key elements within any CRM system, the growing business can better position itself for growth, enjoying the measurable benefits afforded in a robust system selected and implemented to fit the needs of the organization today and into the future. P.

The CRM Buyer s Guide. for Humans

The CRM Buyer s Guide. for Humans The CRM Buyer s Guide for Humans 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

More information

CRM. Know your business. Grow your business.

CRM. Know your business. Grow your business. CRM Know your business. Grow your business. Welcome to Sage CRM Sage CRM is an affordable, adaptable and easy to use CRM solution designed with the needs of small and medium sized companies at its core.

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 #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce The #1 Web-Based Business Software Suite Accounting / ERP CRM Ecommerce for every business. Intelligent Complete Simple You have real-time access to all the information you need to make better, faster

More information

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively

More information

Customer Success Platform Buyer s Guide

Customer Success Platform Buyer s Guide Customer Success Platform Buyer s Guide Table of Contents Customer Success Platform Overview 3 Getting Started 4 Making the case 4 Priorities and problems 5 Key Components of a Successful Customer Success

More information

On-Demand CRM Executive Brief

On-Demand CRM Executive Brief On-Demand CRM Executive Brief Five Key Measurements to Monitor Sales Productivity Moving from Art to Science www.tatacommunications.com/enterprise/saas/crm.asp For many, the art of selling is just that

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

for supporting and growing their business. You have to create your CRM strategy. How to get a successful CRM implementation By Marianne Broeng

for supporting and growing their business. You have to create your CRM strategy. How to get a successful CRM implementation By Marianne Broeng How to get a successful CRM implementation By Marianne Broeng Many CRM implementations fail or do not give the organisation the benefits they need. This situation can be prevented. Too often CRM implementations

More information

Advanced Multichannel Order Management Solutions That Optimize Sales Performance

Advanced Multichannel Order Management Solutions That Optimize Sales Performance Advanced Multichannel Order Management Solutions That Optimize Sales Performance Analytics that help you make accurate, informed decisions Scalable and Vendor-Neutral; work with any service provider Over

More information

How To Implement Your Own Sales Performance Dashboard An Introduction to the Fundamentals of Sales Execution Management

How To Implement Your Own Sales Performance Dashboard An Introduction to the Fundamentals of Sales Execution Management How To Implement Your Own Sales Performance Dashboard An Introduction to the Fundamentals of Sales Execution Management Learning Objectives The Business Problems To Be Addressed ID & Baseline the Sales

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

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

About RecoveryPlanner.com Business Continuity Management

About RecoveryPlanner.com Business Continuity Management RecoveryPlanner Web-Based Planning Software About RecoveryPlanner.com Business Continuity Management Founded by experts in disaster recovery, business continuity and emergency response in 1999, RecoveryPlanner

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

Microsoft Dynamics CRM for Financial Services. Making customers the heart of your business.

Microsoft Dynamics CRM for Financial Services. Making customers the heart of your business. Microsoft Dynamics CRM for Financial Services Making customers the heart of your business. In today s competitive financial services market the focus is the customer making sure the customer is at the

More information

Sage CRM. Know your business. Grow your business.

Sage CRM. Know your business. Grow your business. Sage CRM Know your business. Grow your business. Welcome to Sage CRM Sage CRM is an affordable, adaptable and easy to use CRM solution designed with the needs of small and medium sized companies at its

More information

Connecting and Keeping Customers: Strategies and Software for Small Businesses

Connecting and Keeping Customers: Strategies and Software for Small Businesses Connecting and Keeping Customers: Strategies and Software for Small Businesses Introduction Get closer to your goals by getting closer to your customers. You know that good customer relationships are critical

More information

Strategic Solutions Innovative Consulting Rapid Results

Strategic Solutions Innovative Consulting Rapid Results Strategic Solutions Innovative Consulting Rapid Results Multi-Color Corporation: Streamlining Sales in 12 Weeks CON5959 Brian Uhlin Multi-Color Corporation Jason Carr everge Group Agenda The Business Situation

More information

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Why Am I Still Up A Creek?

Why Am I Still Up A Creek? I Just Bought EDI Software! Why Am I Still Up A Creek? JUST LIKE PEOPLE, COMPUTERS CAN SPEAK DIFFERENT LANGUAGES and dialects, making communication difficult or impossible. Electronic Data Interchange

More information

SaaS A Product Perspective

SaaS A Product Perspective SaaS A Product Perspective Software-as-a-Service (SaaS) is quickly gaining credibility and market share against traditional packaged software. This presents new opportunities for product groups and also

More information

Turbo-Charge Salesforce CRM with Dell Integration Services

Turbo-Charge Salesforce CRM with Dell Integration Services Introduction Turbo-Charge Salesforce CRM with Dell Integration Services By Chandar Pattabhiram January 2010 Fueled by today s fiercely competitive business environment, IT managers must deliver rapid,

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

Better Together with Microsoft Dynamics CRM

Better Together with Microsoft Dynamics CRM Better Together with Microsoft Dynamics CRM Enhance the power and effectiveness of Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft

More information

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING WWW.HSO.COM The rise of CRM and how it s transforming business interactions CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING Why customer loyalty pays dividends Delivering a personal experience Unsurprisingly,

More information

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

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

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

What s the difference between email marketing and marketing automation?

What s the difference between email marketing and marketing automation? Marketing automation is a technology platform for marketers to create, nurture, and pass leads to sales. Most marketing automation platforms (MAPs) have functions for email marketing, social media, contact

More information

Oracle Mobile Sales Assistant 2.0

Oracle Mobile Sales Assistant 2.0 Oracle Mobile Sales Assistant 2.0 Blackberry & iphone Darlene Shum CRM On Demand Consultant Standard Safe Harbor Statement The following is intended to outline our general product

More information

NetSuite for Wholesale Distributors

NetSuite for Wholesale Distributors NetSuite for Wholesale Distributors Key benefits Built-in support for wholesale distribution business processes Real-time visibility throughout your entire organization, from sales to operations to invoicing

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

Overview and Highlights - Maximizer CRM Live

Overview and Highlights - Maximizer CRM Live Overview and Highlights - Maximizer CRM Live In today s world, businesses need a tool that helps fl ourish client relationships. Maximizer CRM Live is that tool for our fi rm. Maximizer CRM Live saves

More information

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

8 THINGS TO CONSIDER WHEN SELECTING INCENTIVE COMPENSATION MANAGEMENT (ICM) SOFTWARE

8 THINGS TO CONSIDER WHEN SELECTING INCENTIVE COMPENSATION MANAGEMENT (ICM) SOFTWARE 8 THINGS TO CONSIDER WHEN SELECTING INCENTIVE COMPENSATION MANAGEMENT (ICM) SOFTWARE Implementing an automated Incentive Compensation Management (ICM) solution is a key element in optimizing sales force

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

SIEBEL HEALTHCARE SOLUTIONS

SIEBEL HEALTHCARE SOLUTIONS SIEBEL HEALTHCARE SOLUTIONS Oracle s Siebel Healthcare offers rich relationship management solutions designed specifically for health insurance, employee benefits, and care delivery organizations. It enables

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

hybris Solution Brief Hybris Marketing Market to an Audience of One

hybris Solution Brief Hybris Marketing Market to an Audience of One hybris Solution Brief Hybris Marketing Market to an Audience of One People are intuitive. A shop owner can meet a customer and immediately pick up on explicit and implicit cues that signal intent: What

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

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

CRM Solutions. Banking Sector

CRM Solutions. Banking Sector CRM Solutions Banking Sector BY COMMUNICATION PROGRESS Agenda Changing Sales/Marketing Trends Distinct Markets Banks Strategic Goals Introduction to CRM CRM as a Business Strategy Design an effective segmentation

More information

Smart field sales excellence platform designed to expedite sales activities in the field

Smart field sales excellence platform designed to expedite sales activities in the field Smart field sales excellence platform designed to expedite sales activities in the field Successful companies need to be agile and responsive to their customer s needs. They ve replaced manual processes

More information

hybris Solution Brief HYBRIS MARKETING Market to an Audience of One

hybris Solution Brief HYBRIS MARKETING Market to an Audience of One hybris Solution Brief HYBRIS MARKETING Market to an Audience of One People are intuitive. A shop owner can meet a customer and immediately observe both explicit and implicit cues that signal that person

More information

SAP's Strategy and Roadmap for Cloud for Marketing How Customers Benefit from Adopting Cloud to Empower the Modern Marketer

SAP's Strategy and Roadmap for Cloud for Marketing How Customers Benefit from Adopting Cloud to Empower the Modern Marketer SAP's Strategy and Roadmap for Cloud for Marketing How Customers Benefit from Adopting Cloud to Empower the Modern Marketer Oliver Conze, Global VP Product Management, SAP June 3, 2014 @oliverconze Legal

More information

Intacct Financial Management and Accounting System

Intacct Financial Management and Accounting System Intacct Financial Management and Accounting System Intacct is the award winning cloud financial management and accounting system specifically designed to help small and midsized enterprises improve company

More information

White Paper. An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges

White Paper. An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges White Paper An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales

More information

Advertising Automation SOFTWARE OVERVIEW

Advertising Automation SOFTWARE OVERVIEW Advertising Automation SOFTWARE OVERVIEW Nanigans powers the world s most successful in-house advertising teams. Automate your customer acquisition and remarketing campaigns using Nanigans, with programmatic

More information

CLOUD ARCHITECTURE DIAGRAMS AND DEFINITIONS

CLOUD ARCHITECTURE DIAGRAMS AND DEFINITIONS CLOUD ARCHITECTURE DIAGRAMS AND DEFINITIONS April 2014 Cloud Conceptual Reference Model The ease of use a Cloud Consumer experiences results from a complex, behind-the-scenes, orchestration of interchangeable,

More information

5Ways. to Put Your CRM Data to Work. for You and Your Customers

5Ways. to Put Your CRM Data to Work. for You and Your Customers 5Ways to Put Your CRM Data to Work for You and Your Customers Customer Relationship Management (CRM) solutions are becoming increasingly prevalent in today s organizations to collect and manage information

More information

Migrating to a Managed Service Model through Automation

Migrating to a Managed Service Model through Automation Migrating to a Managed Service Model through Automation The IT landscape is constantly changing, impacted by many factors from innovations by technology vendors, to a more disparate and global workforce

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

Managing all your customer interactions Ambit CustomerConnect

Managing all your customer interactions Ambit CustomerConnect RETAIL BANKING Customer Management Human. PRODUCT SHEET Managing all your customer interactions Ambit CustomerConnect SunGard s Ambit CustomerConnect provides banks with an integrated, centralized solution

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

Sales Force Automation

Sales Force Automation Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits

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

Here s your full marketing OS. Reimagined.

Here s your full marketing OS. Reimagined. Here s your full marketing OS. Reimagined. We believe advertising should be personal across every connected device and that marketers should focus on attracting customers instead of managing the complexity

More information

NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle. Why NetSuite CRM+? NETSUITE BENEFITS. Data Sheet

NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle. Why NetSuite CRM+? NETSUITE BENEFITS. Data Sheet NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using NetSuite CRM+ include 1 : Improve sales productivity by 15%

More information

THE 10 Ways that Digital Marketing + Big Data =

THE 10 Ways that Digital Marketing + Big Data = 1 Ways that Digital Marketing + Big Data = Sales Productivity The best global companies are transforming the way they market and sell. Here s how! Evolves into Digital TOP 10 about us MarketBridge is a

More information

CRM for Customer Service and Support

CRM for Customer Service and Support CRM for Customer Service and Support Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through loyal, repeat buyers. Whether it s

More information

Meet & Exceed Rising Customer Expectations

Meet & Exceed Rising Customer Expectations Infor Customer Relationship Management Meet & Exceed Rising Customer Expectations Manufacturing businesses today need a customer-centric business strategy to survive and thrive. They must increase customer

More information

Solutions for Software Companies. Powered by

Solutions for Software Companies. Powered by Solutions for Software Companies Powered by Built for Software Companies Maximize your business performance from lead to cash using a completely integrated solution built to solve your unique business

More information

SageCRM Product Overview

SageCRM Product Overview SageCRM Product Overview A complete view of your organization s customer interactions SageCRM is an easy-to-use, fast-to-deploy, feature-rich Customer Relationship Management solution with out-of-the-box

More information

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE Document K59 RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE THE BOTTOM LINE When Nucleus analysts investigated the use of NetSuite by manufacturers, they found these companies were

More information

EMERGING TRENDS Business Process Management

EMERGING TRENDS Business Process Management >>White Paper June 2009 EMERGING TRENDS Business Process Management >> Romeo Elias, Chief Operating Officer, Founder, Interneer Inc. Contents Introduction... 3 Hosted or SaaS... 3 Simplicity and Savings...

More information

SOLUTION WHITE PAPER. Remedyforce Powerful Platform

SOLUTION WHITE PAPER. Remedyforce Powerful Platform SOLUTION WHITE PAPER Remedyforce Powerful Platform INTRODUCTION Any type of service desk needs a powerful technology platform to support their customers. However, several challenges arise when attempting

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

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

Marketing Automation with Microsoft Dynamics

Marketing Automation with Microsoft Dynamics Marketing Automation with Microsoft Dynamics Deliver impactful marketing campaigns and consistent communications with Microsoft Dynamics CRM for Marketing Provide marketing professionals with robust data

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

RedPrairie > Clienteling: What It Really Is > White Paper. Clienteling: What It Really Is.

RedPrairie > Clienteling: What It Really Is > White Paper. Clienteling: What It Really Is. Clienteling: What It Really Is. 2 Is there an App for that? In the world of retail technology, the term Clienteling has achieved buzzword status. As a result of this newfound popularity, the meaning of

More information

Statement of Direction

Statement of Direction Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Brochure. MS Dynamics CRM 4.0

Brochure. MS Dynamics CRM 4.0 Brochure MS Dynamics CRM 4.0 Microsoft Customer Relationship Management solution was designed to help your business develop more profitable customer relationships while working smarter. Microsoft CRM helps

More information

Driving Sales by Leveraging Analytics with Oracle Cloud. Presented by: Elizabeth Kensicki October 2, 2014

Driving Sales by Leveraging Analytics with Oracle Cloud. Presented by: Elizabeth Kensicki October 2, 2014 Driving Sales by Leveraging Analytics with Oracle Cloud Presented by: Elizabeth Kensicki October 2, 2014 BizTech Oracle advisory, resale, implementation, hosting, management, and support. BizTech Clients:

More information

To Receive CPE Credit

To Receive CPE Credit Outcome Metrics for National Associations November 17, 2015 To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in

More information

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

Transtream Plug & Play ecommerce Shipping

Transtream Plug & Play ecommerce Shipping WHITE PAPER 2015 Transtream Plug & Play ecommerce Shipping 1 Executive Summary Notwithstanding middleware vendors claims to the contrary, there is no getting around it: systems integration is hard. And

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

The Ecommerce Edge: The Benefits of an Integrated Business Management Software Suite

The Ecommerce Edge: The Benefits of an Integrated Business Management Software Suite The Ecommerce Edge: The Benefits of an Integrated Business Management Software Suite Overcoming the Barriers of Stand-alone Ecommerce Applications A White Paper for Today s Growing Ecommerce Businesses

More information

IT & Management Consulting Services

IT & Management Consulting Services 2008 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics,

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

WHITE PAPER TAKING THE NEXT STEP IN CTRM CLOUD SOLUTIONS

WHITE PAPER TAKING THE NEXT STEP IN CTRM CLOUD SOLUTIONS WHITE PAPER TAKING THE NEXT STEP IN CTRM CLOUD SOLUTIONS Introduction IN THE LAST DECADE, A QUIET REVOLUTION HAS OC- CURRED WITHIN THE E/CTRM (ENERGY/COMMODITY TRADING AND RISK MANAGEMENT) SOFTWARE CATE-

More information

Oracle Sales Cloud (Oracle Fusion CRM)

Oracle Sales Cloud (Oracle Fusion CRM) Oracle Sales Cloud (Oracle Fusion CRM) Contact person: Richard Thomas Telefon: +48 514 785 386 Email: richard.thomas@outbox.pl Outbox Sp. z o.o. 5 Grójecka Street 02-019 Warszawa www.outbox.pl Oracle Sales

More information

ORACLE SALES ANALYTICS

ORACLE SALES ANALYTICS ORACLE SALES ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Analyze pipeline opportunities to determine actions required to meet sales targets Determine which products and customer segments generate

More information

Business Impact of Application Performance Problems

Business Impact of Application Performance Problems Business Impact of Application Performance Problems White Paper from ManageEngine Web: email: appmanager-support@manageengine.com Table of Contents 1. Introduction 2. Challenges 1. Organizations in B2B

More information

Building The Business Case For Launching an App Store

Building The Business Case For Launching an App Store Building The Business Case For Launching an App Store Why Telcos and ISPs are perfectly positioned to become the SaaS channel for their SMB customers This paper is intended to help ISPs and Telcos realize

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

Minimise Your Top 5 Operating Risks with CRM

Minimise Your Top 5 Operating Risks with CRM Minimise Your Top 5 Operating Risks with CRM You might have thought that the Customer Relationship Management (CRM) is simply a sales or marketing tool, but CRM can also help you deal with the broader

More information

WHITE PAPER. The role of CRM in integrated customer service management

WHITE PAPER. The role of CRM in integrated customer service management WHITE PAPER The role of CRM in integrated customer service management INTRODUCTION When you think about CRM, do you think first (and often only) of one department in your company? For instance, some companies

More information

Customer Relationship Management

Customer Relationship Management IBM Global Business Services CRM Customer Relationship Management Solutions from IBM Global Business Services Do you really know your customers? How do they like to interact with you? How do they use your

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

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

Achieving high performance with Accenture s on-demand solution for the chemical industry. Driving business performance with SAP Business ByDesign

Achieving high performance with Accenture s on-demand solution for the chemical industry. Driving business performance with SAP Business ByDesign Achieving high performance with Accenture s on-demand solution for the chemical industry Driving business performance with SAP Business ByDesign 2 Accenture helps small to mid-size companies and subsidiaries

More information

Opportunity or threat? How IT organisations should view the cloud - and respond

Opportunity or threat? How IT organisations should view the cloud - and respond White paper Opportunity or threat? How IT organisations should view the cloud - and respond For decades, IT consultants, resellers and integrators have proved invaluable to technology vendors. They've

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

PIVOTAL CRM. CRM that does what you want it to do BROCHURE

PIVOTAL CRM. CRM that does what you want it to do BROCHURE PIVOTAL CRM CRM that does what you want it to do BROCHURE THE PIVOTAL CRM PHILOSOPHY THE PIVOTAL ADVANTAGE Today s business world is a fast moving and dynamic environment one in which your teams expect

More information

Integration Appliances: Simplify Software as a Service (SaaS) Integration

Integration Appliances: Simplify Software as a Service (SaaS) Integration Introduction Integration Appliances: Simplify Software as a Service (SaaS) Integration By Simon Peel March 2008 More companies are adopting Software as a Service (SaaS) applications, fuelled by a fiercely

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

Marketo. Case Study: Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction. Introduction: Breaking Down Business Silos

Marketo. Case Study: Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction. Introduction: Breaking Down Business Silos Case Study: Marketo Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction Marketo is a leading provider of cloud-based marketing software for building, sustaining and engaging

More information