CRM deployment – SearchCRM.com

  • Red Sox hit home run with custom Microsoft CRM app

    The Boston Red Sox spent seven years searching for a CRM system to handle ticketing and fan engagement before selecting a custom version of Microsoft CRM.

  • 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 Salesforce.com’s user interfaces for their mobile client, Outlook integration and sales dashboards.

  • Planning and allocating resources for CEM

    Customer experience management (CEM) crosses multiple departments and IT systems. How should organizations tackle the enormous task of mapping out a CEM transformation?

CRM implementation

  • CRM failures: A review of problems and horror stories

    In this chapter download from "CRM Unplugged," you'll find case studies of CRM failures and find out what businesses did wrong in their implementations.  Chapter Download

  • Implementing a CRM strategy

    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" inc...  Chapter Download Library

  • Open source CRM: Tips and techniques

    Read this excerpt from Chapter 1, Overview of Open Source from Bernard Golden's "Succeeding with Open Source."  Chapter Download

  • Shopping for CRM systems

    This chapter offers a look into how to properly select the CRM software that is right for your company. You'll find explanations of all types of CRM software options, including vertical software, CRM suites and mid-range versus high-end systems. This...  Chapter Download Library

  • Auditing your CRM software

    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...  Chapter Download Library

  • MySAP CRM Interaction Center

    If you're working with mySAP CRM, you can't afford to miss this chapter from SAP PRESS. Chapter 3 on Technical Principles introduces the technical basics of Interaction Center WinClient, Interaction Center WebClient, and the functionality for the Int...  Chapter Download Library

  • Implementing SugarCRM

    In this chapter from Implementing SugarCRM, you'll find tools to help you conduct a thorough business analysis prior to an implementation. You'll read about the ways in which businesses differ, helping you position and identify your own business with...  Chapter Download Library

  • The CRM Handbook: A Business Guide to Customer Relationship Management

    Learn CRM implementation from both business and technology perspectives in this chapter from Jill Dyche's CRM Handbook.  Chapter Download Library

  • CRM strategy: Managing a customer-focused business

    Find out how to build a business strategy that will fit in with a successful CRM strategy.  Chapter Download

  • Who says tech people can't be wordsmiths?

    In the spirit of The Washington Post Style Invitational, SearchCRM.com has dreamt up a bunch of CRM IT sniglets.  IT Sniglets

  • See More: Essential Knowledge on CRM implementation

  • 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 ...  Word

  • collaborative CRM

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  • project planning

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  • 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.  Word

  • User interfaces: CRM-Outlook integration

    Face it, sales reps spend more time in Outlook than any other application. That’s what makes CRM-Outlook integration so important. Compare the major CRM vendors’ email integration here.  Photo Story

  • User interfaces: Mobile CRM applications

    Ensuring a successful CRM implementation requires a user-friendly, navigable user interface (UI). Compare the major vendor’s mobile UIs here.  Photo Story

  • CRM user interfaces: Sales dashboard examples

    Sales dashboards provide at-a-glance insight into key metrics, be it the sales pipeline, progress to goal or account activities. These screenshots of sales dashboard user interfaces from several CRM vendors.  Photo Story

  • Salesforce.com customers give Chatter closer look

    At Salesforce.com's Dreamforce user conference, several customers on the show floor expressed interest in the Chatter collaboration tool.  Video

  • William Band on defining metrics and building a CRM metrics strategy

    Forrester's William Band discusses finding the right metrics and right number of metrics for a CRM project, the timing for arriving at the right metrics, new trends and staffing.  Video

  • Gartner's Matthew Goldman on CRM and SIs

    Matthew Goldman, head of IT services research at Gartner, discusses trends in CRM services, market consolidation and offers tips on finding and working with CRM service providers.  Video

  • Five lessons learned from successful CRM-ERP integration projects

    Get help building a successful CRM-ERP integration project in this podcast. Learn the importance of setting integration goals for your project ahead of time.  Podcasts

  • SearchCRM.com at Microsoft Convergence 2009

    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

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

  • Voices of CRM audio downloads

    Three attendees at Microsoft Convergence -- a marketing executive, a customer service manager and a systems manager -- share advice on implementing CRM.  Podcasts

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.