CRM Value — Why Not to Buy CRM on the Cheap

CRM ValueThere are a number of technology categories for which the highest priced solution is not necessarily the highest value solution.  This can be the case with emerging technologies in which the dominant marketer is also the early market leader.

The main components of CRM value are increased revenue from more sales and higher customer retention — and decreased costs from greater operational efficiencies.

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5 Reasons Companies Upgrade Their Old CRM System (Instead of Buying a New One)

CRM UpgradeMany companies choose to perform a CRM upgrade of their existing, legacy contact manager or CRM system rather than switching to a new system.

The upgrade of an existing system is sometimes needed to support newer versions of operating systems and office suites.  Companies also upgrade in order to take advantage of new features and functionality provided by the vendor.

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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.

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Using Flat CRM Fields vs. Related CRM Tables

Relational Data in a Flat File Database

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:

Relational Data in a Flat File Database

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Why Switch to a New CRM System?

Why Switch to a New CRMToday’s business environment is more of a moving target than ever.  Employees are demanding increasingly more from the business productivity tools that they use in order to be more efficient, to keep up sales levels in a competitive environment and to do a better job of retaining existing customers.  As such, many business managers are asking themselves –- should we switch from our old contact manager (or CRM system) to a new CRM application?

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Contact Manager to CRM Data Migration Complexities

Contact Manager to CRM Data MigrationMigrating data from a contact manager to a CRM system should be relatively straightforward, right?  Just bring up a data mapping UI on a screen, map the appropriate fields and then click “Import”.  Unfortunately, there are many possible factors that can add complexity to the migration of data from a contact manager to a CRM solution.  Here are just a few of them.

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CRM Synchronization vs. Web Based CRM

CRM Synchronization vs. Web Based CRMIn 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.

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