CRM / Call Center Topics:
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.
Must read
- Open source CRM tutorial Learning Guide - 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.
- Integrating CRM packages Ask the Expert
- Using ACT!, looking for a new solution Ask the Expert
News:
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Siemens’ long journey to CRM: Custom to SAP to Oracle and more
20 Oct 2009
News - At one point, Siemens had 500 CRM systems across the company. It has tried custom development, SAP and now Oracle CRM in an attempt to standardize.
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Oracle CRM veterans offer a few innovative deployment tips
Voices of CRM
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12 Oct 2009
Blog - Presenters at Oracle OpenWorld offered up a few innovative tips for ensuring a successful CRM implementation.
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SaaS CRM integration programs require business involvement, not just IT
27 Aug 2009
Article - SaaS CRM was brought into many companies by sales divisions circumventing IT. But if they want integration with other systems, IT can't help without business input, experts say.
Expert Technical Advice:
1 - 3 of 74CRM CRM implementation Experts
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- Paul Greenberg, President, The 56 Group
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- Richard Boardman, Founder, Mareeba
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- Tom Pisello, CEO/President, Alinean
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Weighing benefits, risks of upgrading Oracle CRM in a down economy
Ask the Expert - What are the risks of upgrading Oracle CRM in a down economy? Read risk assessment tips from Forrester Research and help determine how long it will take to get ROI from an Oracle CRM upgrade.
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Microsoft CRM performance issues and possible solutions
Ask the Expert - Get help debugging Microsoft CRM performance issues and get tips for dealing with slow screen load times in Dynamics CRM 4.0 in this expert Q&A.
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The pros and cons of developing CRM in-house
Ask the Expert - Discover the pros and cons of developing CRM in-house in this expert tip. Learn which type of company would benefit from a CRM system developed in-house.
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.
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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.
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...
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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...
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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...
White Papers
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WebUI Studio Premier 2009 R1 SP1
Published by: Intersoft Solutions | 03 Nov 2009
Trial Software - WebUI Studio 2009 R1 Premier® edition is expertly designed to solve the most complex enterprise-level web development requirements. It offers the ultimate toolset for building dynamic and powerful next-generation Rich Internet Applications.
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How to Maximize Revenue by Sending Targeted Promotions to Customers
Published by: Infor CRM | 23 Oct 2009
White Paper - This paper discusses the key obstacles that stand in the way of marketers garnering good insights into retention rates and customer profitability and presents a solution on how to overcome these obstacles. You'll also learn how to increase customer loyalty and retention while increasing revenue.
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Take a Holistic Approach to Business-Driven Security
Published by: IBM | 06 Mar 2008
White Paper - This paper introduces actions that organizations can take to drive security efforts from a business and operational perspective and discusses how security leadership from IBM can help enable their success.
Downloads:
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Five lessons learned from successful CRM-ERP integration projects
Podcasts - 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.
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.
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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...
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collaborative CRM
29 Nov 2003
Word