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.


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News:

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Expert Technical Advice:

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CRM Upgrading CRM software Experts

Ivan Kurtev, CRM Product Specialist, Green Beacon Solutions

  • Ivan Kurtev, CRM Product Specialist, Green Beacon Solutions
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Reference & Learning:

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  • 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...

  • Microsoft Dynamics CRM 4.0: Special report

    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.

  • 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...

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Downloads:

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  • Basic best practices for a CRM upgrade

    Podcast - Listen to this podcast with Richard Smith for best practices during a CRM upgrade, with tips on training software users, using a partner or consultant and shopping around for CRM vendors.

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