Posts Tagged CRM
Here’s an overview of CRM Switch’s GoldMine Data Analysis. Whether an organization is staying with GoldMine, or switching to a new CRM system, this analysis will provide an array of useful insights into the current state of GoldMine data. The analysis can be used to obtain greater benefit from GoldMine, or for implementing strategies around migrating data to a CRM system such as Salesforce.com. (more…)
Posted in: Data Quality
Leave a Comment (1) →Data migration software vendors sometimes portray their CRM migration software as a simple, point and click, drag and drop solution.
Posted in: Data Migration
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The need for remote users to regularly sync their contact manager or CRM data from a locally installed database back to a central database dates back to a time when the Internet was far less ubiquitous than it is today and a time when Web technologies and interfaces were not as advanced. (more…)
Posted in: CRM Access
Leave a Comment (0) →Legacy contact managers, by definition, are contact-centric in their design. Each contact is a separate record and does not contain a unifying, company ID. While a contact-centric structure is well suited for B2C sales and service, it can create some limitations in a B2B selling or service environment. (more…)
Posted in: CRM
Leave a Comment (2) →Certain legacy contact managers do not allow for the creation of custom tables (objects). As a workaround, when there are multiple occurrences of the same type of data, a series of flat fields are created. For example, a set of Properties that relate to a Contact might be tracked within a tab as four sets of matching fields as shown here:
Posted in: CRM
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What are the major differences between a traditional contact manager and a true CRM application? While the lines are starting to blur, there remain some fundamental differences. (more…)
Posted in: Contact Management
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In today’s business world, many companies’ CRM users work in multiple offices, at home, in hotels, at airports and at customer sites. There are two ways to allow off site users to access their company’s CRM database – by synchronizing either all or part of the main database to another computer that a remote user has access to (laptop, desktop or local office server) or by providing these users with CRM database access via the Internet. (more…)
Posted in: CRM Access
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