CRM strategy

Use these resources to build a strong CRM strategy. Learn how to start a CRM strategy with the latest news, expert advice and learning tools. Learn how to build and implement a customer-focused strategy for CRM. Get expert advice on developing a customer equity management strategy and learn how to create customer satisfaction survey. Get in-depth information on customer experience management (CEM) and how it differs from CRM. Find out how to conduct a CRM system and process audit. Learn how to measure ROI following a CRM implementation. Get pointers for evaluating your CRM strategy and customer service strategy with the CRM strategy checklist. Listen to podcasts on developing customer strategies, CRM strategies and customer equity strategies. Get tips for optimizing your CRM strategy, shopping for CRM systems and avoiding failure. Get best practices for building a call center strategy.


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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...

  • How to improve the customer experience in 10 steps

    Special Report - Learn how to improve the customer experience with these ten customer experience initiatives any company can implement immediately.

  • 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.

  • The top 10 CRM terms and buzzwords of 2008

    Top Buzzwords - 2008 was a big year for Web 2.0 tools, social CRM applications and analytics technology, as companies increasingly focused on the "voice of the customer" and on becoming more customer-centric. Browse our collection of the hottest CRM definitions and...

  • Creating positive customer retention strategies

    Chapter Download - Is your organization deploying positive customer retention strategies or negative ones? In this chapter excerpt, learn about a number of positive customer retention strategies, including how to add customer-perceived value, create social and structural...

  • Customer development and termination strategies

    Chapter Download - As most successful CRM practitioners know, there's a time to develop customer relationships and a time to unload unprofitable customers. In this chapter excerpt, learn strategies for developing profitable customers and get tips for using CRM technology...

  • Customer retention management

    Chapter Download - Most experts will tell you that retaining a customer is easier (and more cost-effective) than aquiring a new one. Because of this, it's important that all companies have established customer retention strategies. In this chapter excerpt, you'll find an...

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