Email Alerts
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X2Engine founder John Roberts: Traditional CRM systems fat and bloated
SugarCRM co-founder John Roberts discusses some of today's greatest CRM challenges and his new company, X2Engine. Q&A
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Bridging the customer experience chasm Issue 1
e-Zine
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Five best practices for working with CRM consultants
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 s... Special Report
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Microsoft Dynamics CRM 4.0: Special report
In this Microsoft CRM special report, we've compiled the latest news and information on Microsoft Dynamics CRM 4.0. Browse recent headlines, expert advice, podcasts and screencasts and read exclusive coverage from Microsoft Convergence 2008. Special Report
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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
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Salesforce.com CRM demonstration screencast
This screencast features a brief demo of Salesforce.com's CRM software. CRM Software Demos
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NetSuite CRM demonstration screencast
This screencast offers a brief demonstration of NetSuite's CRM software. CRM Software Demos
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Siebel 8 CRM software demonstration screencast
This brief screencast demos Oracle's Siebel CRM software version 8. CRM Software Demos
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SAP CRM 2006s demonstration screencast
The screencast provides a demo of SAP's 2006s CRM product. CRM Software Demos
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Oracle Siebel On Demand CRM demonstration screencast
This brief screencast provides a demonstration of Oracle's Siebel CRM On Demand software. CRM Software Demos
- See more Essential Knowledge on Upgrading CRM software
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Mohegan Sun bets big on Infor CRM across sales, service and marketing
Mohegan Sun's new CRM software platform aims to connect with customers, reduce agent churn and overhaul the sales force. News | 23 May 2012
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CRM trends for 2012: Let us know what you think
Participate in SearchCRM's 2012 reader survey and help the editors write articles and create online resources that are targeted to your CRM needs. Reader Survey | 21 May 2012
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IBM’s plans are in Tealeaf with purchase of CEM analytics firm
IBM is strengthening its CRM footing with the acquisition of Tealeaf Technology. News | 02 May 2012
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Retailer personalizes its service with mobile CRM
Harry Rosen, a high-end clothing retailer, won a Gartner’s CRM award for the way it uses mobile CRM in its stores, running CRM on smartphones and tablets. News | 28 Mar 2012
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Social, acquisitions, CEM topped CRM news in 2011
In 2011, CRM professionals were faced with acquisitive vendors, a social tidal wave, a push for mobile computing and the never-ending demands for better, faster customer management systems. News | 22 Dec 2011
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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. Column | 14 Dec 2011
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Salesforce.com cloud CRM apps demanding IT skills for customization
Salesforce.com users are adopting traditional IT practices of software development and project management to tailor this cloud CRM software to meet their business requirements. News | 12 Dec 2011
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IBM gives nod to SugarCRM open source software for SmartCloud
SugarCRM teams up with IBM and is counting on an extended IBM partnership to bring in more mainstream business. News | 17 Oct 2011
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Oracle Fusion CRM early adopters offer their reviews
A handful of members of Oracle's Early Adopter Program for Fusion CRM relayed their experience with the company's new platform. News | 06 Oct 2011
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CRM buyers say goodbye to cloud CRM/on-premises debate
The cloud CRM vs. on-premises CRM platform debate, once forefront for many buyers, is taking a back seat to more pressing business drivers as users chart their own courses. News | 23 Aug 2011
- See more News on Upgrading CRM software
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The ETL restaurant
One way to comprehend the tradeoffs made in an ETL process is to compare it to going out to a restaurant. Tip
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Customers consider free tools for social listening
Expert Denis Pombriant encourages companies to experiment with free software to get started with social listening. Answer
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How to customize and configure Microsoft CRM to meet business needs
Wondering how to customize and configure Microsoft CRM to meet your organizations’ business needs? Find out how to use Microsoft Dynamics CRM Help to easily make these changes. Answer
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Weighing benefits, risks of upgrading Oracle CRM in a down economy
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. Ask the Expert
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Integrating SAP CRM 3.0 and SAP ECC 6.0
Find out if it's possible to run SAP CRM 3.0 and SAP ECC 6.0 simultaneously in this expert tip. Learn about SAP R/3 plug-ins available in SAP ECC 6.0. Ask the Expert
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Working with multiple Microsoft CRM instances and security roles
Get tips for working with two Microsoft CRM instances on the same domain and learn about Microsoft CRM security roles in CRM 3.0 in this expert tip. Ask the Expert
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Why hire a consultant for a CRM upgrade?
Expert Paul Greenberg advises a reader on when and why to hire a consultant for a CRM upgrade. Ask the Expert
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How to prepare CRM software users for the upgrade process
Expert Paul Greenberg offers advice on preparing CRM software users for the upgrade process. Ask the Expert
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How to choose a consultant for a CRM software upgrade
Paul Greenberg advises a reader on the criteria to use when choosing a consultant for a CRM upgrade project. Ask the Expert
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SAP CRM upgrades: How a consultant can help
SAP CRM expert Srini Katta offers advice on the role of a consultant during an SAP CRM upgrade. Ask the Expert
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Upgrading to SAP CRM 5.0: Tips for success
SAP CRM expert Srini Katta advises a reader on the main points to consider for a smooth SAP CRM upgrade. Ask the Expert
- See more Expert Advice on Upgrading CRM software
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Paul Greenberg on Oracle CRM and Fusion
Paul Greenberg, president of the 56 Group LLC, discusses Oracle's latest CRM release, its progress since last year and its plans for mobile and social CRM. Video
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X2Engine founder John Roberts: Traditional CRM systems fat and bloated
SugarCRM co-founder John Roberts discusses some of today's greatest CRM challenges and his new company, X2Engine. Q&A
-
Mohegan Sun bets big on Infor CRM across sales, service and marketing
Mohegan Sun's new CRM software platform aims to connect with customers, reduce agent churn and overhaul the sales force. News
-
CRM trends for 2012: Let us know what you think
Participate in SearchCRM's 2012 reader survey and help the editors write articles and create online resources that are targeted to your CRM needs. Reader Survey
-
IBM’s plans are in Tealeaf with purchase of CEM analytics firm
IBM is strengthening its CRM footing with the acquisition of Tealeaf Technology. News
-
Retailer personalizes its service with mobile CRM
Harry Rosen, a high-end clothing retailer, won a Gartner’s CRM award for the way it uses mobile CRM in its stores, running CRM on smartphones and tablets. News
-
Bridging the customer experience chasm Issue 1
e-Zine
-
Social, acquisitions, CEM topped CRM news in 2011
In 2011, CRM professionals were faced with acquisitive vendors, a social tidal wave, a push for mobile computing and the never-ending demands for better, faster customer management systems. News
-
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. Column
-
Salesforce.com cloud CRM apps demanding IT skills for customization
Salesforce.com users are adopting traditional IT practices of software development and project management to tailor this cloud CRM software to meet their business requirements. News
-
IBM gives nod to SugarCRM open source software for SmartCloud
SugarCRM teams up with IBM and is counting on an extended IBM partnership to bring in more mainstream business. News
- See more All on Upgrading CRM software
About Upgrading CRM software
Upgrading CRM software can be a complex endeavor. Learn about building a business case for a CRM upgrade and measuring ROI in this topic section. Read advice on choosing a consultant for a CRM upgrade and how to prepare users for the process. Discover how to conduct a CRM system and process audit to decide if the time is right for an upgrade. Find best practices for an upgrade and learn how to handle change management aspects following an upgrade. Read the latest news on CRM product upgrades, vendor consolidation and support costs. In this section you'll also find software demonstrations of new products from top vendors like Siebel, Oracle, SAP, RightNow, NetSuite and Salesforce.com. Learn the benefits of specific vendors, read upgrade case studies and learn tips for upgrading CRM software products from specific vendors. Also discover best practices for upgrading or migrating to Software as a Service (SaaS) or on-demand CRM. Find the resources you need to make the right decisions about upgrading here.