CRM implementation

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  • Marketing through effective social CRM strategy

    Social media users and IT consultants hold the keys to launching an effective social CRM strategy. Readers will find expert insight on how to best maximize a marketing message in a sea of social media in this chapter of our e-book, Improving the C... 

  • Potential pitfalls of small business CRM software

    When a small business decides it needs CRM software, what are the potential pitfalls? 

  • CIO whips Bally Total Fitness into shape with new CRM techniques

    Bally Total Fitness CIO Guy Thier wants to turn around the health club chain's image with new CRM strategies. 

  • Bridging the customer experience chasm Issue 1


  • Treat customers well, but stay profitable

    This excerpt from The Customer Experience Edge examines the four essentials of customer experience management, why customer engagement is important and how to put them into action. 

  • CRM user interface guide

    This guide provides an at-a-glance look at Oracle, SAP, Microsoft and’s user interfaces for their mobile client, Outlook integration and sales dashboards. 

  • Managing CRM project requirements

    One of the most difficult steps of any CRM project is figuring out how to prioritize all the necessary requirements. Get tips for organizing project documents and prioritizing requirements when taking on a SFA or CRM project in this ch... 

  • Developing a CRM implementation schedule

    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 imple... 

  • Beginning a CRM or SFA project

    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 project suc... 

  • Creating a CRM business case

    This chapter excerpt outlines steps for building a 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 managi... 

  • Open source CRM tutorial

    Get an overview of open source CRM software and learn about the advantages and disadvantages of open source software and the open source business model. 

  • See more Essential Knowledge on CRM implementation
  • SAP introduces HANA-driven CRM deployment

    SAP has tied its HANA in-memory database to its CRM software. Analyst Denis Pombriant hoped the offering would focus more on connections and less on speed. 

  • collaborative CRM

    Collaborative CRM is an approach to customer relationship management (CRM) in which the various departments of a company, such as sales, technical support, and marketing, share any information they collect from interactions with customers. 

  • project planning

    Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources. 

  • implementation

    Implementation is the carrying out, execution, or practice of a plan, a method, or any design for doing something. Implementation is the action that must follow any preliminary thinking in order for something to actually happen. 

  • service assurance (SA)

    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 ... 

About 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.