CRM implementation

The CRM implementation topic section offers comprehensive resources for those preparing for CRM deployment or those in the process of implementing CRM. If you're preparing for an implementation, learn the advantages and disadvantages of CRM technology options and read valuable expert advice to help you formulate a CRM implementation plan, including performing a systems audit. Learn best practices for integration between CRM and ERP or CRM integration for legacy systems. Read news and advice for vertical-specific implementations and hybrid implementations utilizing both on-demand and on-premise CRM. If you're currently implementing CRM technology or you already have, read news, white papers and case studies of successful CRM application implementations and how to get the most from CRM.


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News:

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Expert Technical Advice:

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CRM CRM implementation Experts

Paul Greenberg, President, The 56 Group

Richard Boardman, Founder, Mareeba

Tom Pisello, CEO/President, Alinean

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Video:

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  • SearchCRM.com at Microsoft Convergence 2009

    Video - Microsoft held its annual Convergence conference last week and SearchCRM.com was there, asking attendees about their CRM plans for 2009.

    Video
  • CRM is not dead

    Video - In this video from the Gartner CRM Summit, Scott Nelson, an analyst with Gartner, explains CRM's past and its promise for the future.

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Reference & Learning:

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  • Beginning a Salesforce.com CRM or SFA project

    Chapter Download - A key success factor for any CRM or or sales force automation (SFA) project is making sure to plan out the project ahead of time. This chapter explains the requirements, schedules and costs that are involved in completing a Salesforce.com project...

  • Creating a Salesforce.com CRM business case

    Chapter Download - This chapter excerpt outlines steps for building a Salesforce.com CRM business case. Estimating costs is a big part of this process. Learn about the three main cost areas: procurement, implementation, and ongoing user expenses and get tips for managing...

  • Developing a CRM implementation schedule

    Chapter Download - Get tips for developing a CRM implementation schedule and setting executive expectations for your CRM or SFA project in this chapter excerpt. Also, learn some rules to follow if you're thinking about outsourcing some aspects of your CRM project...

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White Papers

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Definitions:

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  • skill-based routing 07 Jun 2007

    Word - Skill-based routing (SBR) is a component of automatic call distributor (ACD) systems that filters and directs incoming inquiries to call center agents with the most applicable skill sets.

  • service assurance 30 Jan 2007

    Word - Service assurance (SA) is a procedure or set of procedures intended to optimize performance and provide management solutions in communications networks, media services and end-user applications. Service assurance is an all-encompassing paradigm that...

  • collaborative CRM 29 Nov 2003

    Word

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See also -Topics Related to Implementation: