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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  • 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...

  • Managing CRM project requirements

    Chapter Download - 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 Salesforce.com SFA or CRM project in this...

  • 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.

  • Five best practices for working with CRM consultants

    Special Report - Working with a CRM consultant can be challenging, but qualified consultants are a valuable asset for a CRM implementation or upgrade project. We've outlined five best practices to help you form successful relationships with your CRM consultants and...

  • CRM ROI quiz.

    Quiz - For many years, the return on investment (ROI) from CRM implementations was dissapointing -- at one point, analysts suggested that eight out of 10 projects failed to deliver on ROI promises. Today's reports are more optimistic, and many organizations...

  • CRM software upgrades: Building a business case

    Building a business case  - Contributor and expert Richard Smith explains how to build a business case for a CRM software upgrade. Find out about the key points of an upgrade business case, including justifying the upgrade, the related financial implications and building a...

  • Customer service excellence: Six tips in six minutes

    Tutorial - This tip series can get you on the path to company-wide customer service excellence. Each tip explores one component of a thorough customer service strategy, including using customer intelligence, company employees, leadership and organizational...

  • CRM failures: A review of problems and horror stories

    Chapter Download - 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.

See also -Topics Related to Implementation:

ROI, Industry news, Strategies, Web 2.0, Upgrading CRM