Posts Tagged salesforce

The 2013 CRM Vendor Landscape

2013 CRM Vendor LandscapeWith the new year officially here and Q1 2013 underway, this is the time of year when many companies begin allocating time, resources, and budgets for a new CRM vendor. As the market continues to grow and mature, demand for a wide variety of solutions continues to increase as more and more businesses see the value of having some form of CRM solution in place. (more…)

Posted in: CRM Industry

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CRM Partner Portal Options

CRM Partner PortalCRM partner portal solutions help companies to better communicate and collaborate with their partners.

One common use case for a CRM partner portal is to allow for partners to register leads and to update leads that have been assigned to them. With this use case, a partner portal can serve as “CRM light” for partner end-users. Depending upon what permissions are granted, users can schedule calls, create Opportunities and run reports. (more…)

Posted in: CRM Features

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Degrees of Multi-Tenancy in Cloud CRM

Degrees of Multi-Tenancy in Cloud CRMIn a recent post, we covered single-tenant vs. multi-tenant cloud CRM and touched on the idea that there are degrees of multi-tenancy among cloud CRM applications and among cloud business apps in general.

It turns out that not all multi-tenant business applications are created equal. Some are more multi-tenant than others.  Some are on a single, shared database schema (or instance) across all customers, where as others run on a collection of schema. (more…)

Posted in: CRM Access

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GoldMine Data Conversion Questions

GoldMine Data Conversion QuestionsIf you are planning to migrate your company’s GoldMine® data into a CRM system, there are a number of questions that you can ask yourself as you start to plan a data migration.  Coming up with answers to these questions can make your GoldMine data conversion a much easier experience. (more…)

Posted in: Data Migration

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8 CRM Data Migration Best Practices

CRM Data Migration Best PraticesCRM data migration can be performed in a “quick and dirty” fashion, or it can be done with careful forethought and execution.  With the right preparation and planning, a new CRM application will be easier for end users to work with and and will result in data that can be segmented for marketing purposes in a more meaningful way.  It will also provide more accurate management reports. (more…)

Posted in: Data Migration

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