Evaluating CRM software resources and information – SearchCRM.com

  • Open source CRM: The pros and cons

    Many organizations, both large and small, are intrigued by open source CRM software, which can be an economical and feature-rich option.

  • 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.

  • Was 2011 the year of ‘peak software’?

    Two recent headlines have columnist Denis Pombriant pondering the future of licensed software and the future of interactions both person-to-person and business-to-business.

  • More disruption predicted for CRM software market

    Columnist Denis Pombriant examines this year’s CRM highlights and says tools focused on engagement, collaboration and gamification will disrupt and redefine the market going forward.

Evaluating CRM software

  • CRM software suite product directory

    This product directory contains basic information about CRM vendors and products in the CRM software market. Use these resources to evaluate CRM and find the best CRM software for your business needs.  Product directory

  • Workforce optimization (WFO) quiz

    Workforce optimization (WFO) is still an emerging call center technology, but in recent years the call center market for WFO has experienced tremendous growth as companies look to optimize their business processes through one unified system. Whether ...  Quiz

  • Running Microsoft Dynamics CRM workflow and other functions

    Running Microsoft Dynamics CRM workflow can be a tricky process. This chapter from Microsoft Dynamics CRM 4.0 Unleashed explains how to run workflow in Dynamics CRM and gives step-by-step instructions for sharing CRM records with users, assigning own...  Chapter Download

  • Using the Microsoft CRM Mail Merge Wizard

    The Microsoft CRM Mail Merge option is a new feature that is now available in both the Internet Explorer and Microsoft Outlook client. This chapter from Microsoft Dynamics CRM 4.0 Unleashed gives detailed instructions for using Mail Merge in Dynamics...  Chapter Download

  • Advanced Find in Microsoft Dynamics CRM

    The Advanced Find tool in Microsoft Dynamics CRM has some powerful and useful capabilities. This section gives step-by-step instructions for using Advanced Find in Microsoft CRM, complete with detailed screenshots of the tool in use.  Chapter Download

  • Microsoft CRM fundamentals

    In Microsoft Dynamics CRM, entities like Accounts, Contacts, Leads, Opportunities, and Cases have the same or very similar functionality. This chapter from Microsoft Dynamics CRM 4.0 Unleashed discusses each of these functions in detail and also incl...  Chapter Download

  • The Microsoft Resource Center in Dynamics CRM

    The Microsoft Resource Center is a new addition to Microsoft Dynamics CRM 4.0. It includes articles, learning and training resources for Microsoft Dynamics CRM users, plus access to a number of Microsoft Dynamics communities and blogs. This chapter e...  Chapter Download

  • CRM software upgrades: 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 cons...  Building a business case

  • CRM software demonstration screencasts

    Get a sneak peek at 10 CRM software user interfaces with these software demos. We recorded real-life samples of user interfaces to show how these systems perform basic tasks.  CRM Software Demos

  • CRM for financial services quiz answers

    Looking for answers to SearchCRM.com's quiz on financial services? Read the answers plus detailed information from our most popular news articles on industry-specific CRM here.  Quiz

  • See More: Essential Knowledge on Evaluating CRM software

  • decision tree software

    In data mining, decision tree software describes a combination of mathematical and computing techniques that enable a given set of data to be accurately described, categorized and analyzed to derive conclusions...(Continued)  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

About Evaluating CRM software

Discover resources for evaluating CRM software and find expert advice on how to research CRM software in this topic section. Find out how to evaluate CRM products using CRM software research and get expert insight into the advantages and disadvantages of CRM software and specific products. Find CRM software news and checklists for evaluating CRM applications, comparisons between SAP CRM, Oracle CRM, Siebel and Microsoft Dynamics CRM. Get tips on how to select the right CRM system and advice for selecting the right call center technology. Access screencast demonstrations of various CRM products including Oracle, Siebel, Microsoft and Salesforce.com. Use these resources to help you make the right choice for CRM technology.