Complete a CRM audit

All-in-One Guides:CRM upgrade guide

Is it time for a CRM update?

Complete a CRM audit

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  • Voices of CRM: Accenture's Saj Usman on CRM upgrades

    02 Oct 2007

    News -  In this podcast Usman shares how to best determine whether the time is right for a CRM upgrade based on people, business and system requirements.

  • Five ways to get the most from your CRM system

    17 Jul 2007

    Article -  Time and again, these five steps are cited as the way to best ensure CRM success.

  • Auditing your CRM software

    Chapter Download Library -  This chapter gives decision-makers practical insight for planning, designing, and deploying CRM systems that deliver on their promises -- and for avoiding the pitfalls that cause so many CRM implementations to fail. You'll find ways to audit your CRM...

  • Audit: How effective is your CRM system?

    Ask the Expert -  In this tip, learn how to determine if you have an effective CRM system.

  • CRM application upgrade decision checklist based on business needs

    Ask the Expert -  Learn how a decision checklist can help you decide if a CRM upgrade meets your business needs.

  • Conducting a CRM system and process audit

    Ask the Expert -  Expert Paul Greenberg offers advice on conducting an audit of CRM systems and processes.

  • Implementing a CRM strategy

    Chapter Download Library -  This guide to implementing a CRM strategy covers the stages of evaluating and implementing CRM software, and includes an implementation checklist to help organize the implementation strategy and process. This chapter from "CRM for the Common Man"...

  • Evaluating CRM software after analysis of technology, requirements

    Ask the Expert -  One reader is looking for help choosing between Salesforce.com and Siebel CRM OnDemand, but, as Paul Greenberg advises, there are many steps to be taken first.

  • Systems management checklist: Software upgrades

    (presented by SearchDataCenter.com)

    Tip -  Software upgrades are an inevitable part of using technology, and it is likely that even the smallest upgrade will alter your system in some way. Although these changes are simply the price, for example, of security patches or better compatibility, you...