Posts Tagged crm selection

CRM Requirements Example Document

CRM Requirements ExampleIt’s difficult to start a CRM requirements document from a blank slate.

While every business is different, the following set of example CRM requirements, which are based on a fictional kiosk manufacturer, provides a framework for the type of information that can be given to a would-be CRM implementation company.

This type of document can give CRM service providers a substantial amount of the information they need to more precisely estimate the scope of required CRM services. Many additional questions usually need to be posed before a services estimate is provided. (more…)

Posted in: Buying CRM

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CRM Selection For Your Business: Seven Proven Steps

CRM Selection StepsCRM selection has become more difficult over the last several years, as many vendors have upped their game. They playing field has become more level.

While healthy competition ultimately benefits all organizations, an abundance of choices make it more difficult for those tasked with selecting the right CRM solution for their company to achieve the optimal outcome. (more…)

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Technology Evaluation: Should It Be a Technological Exercise?

Technology Evaluation Hammer and NailERP, CRM, Martech, Intranet, LMS and eCommerce are some of the technology categories commonly associated with a formal technology evaluation process.

A thorough technology evaluation is often an in-house effort, but many companies contract with third parties for assistance with an evaluation.

Why do some companies bring in a third party? They may not have the inclination to do the requisite staff interviews. They may not have time to research the market for a short list of potential solutions. (more…)

Posted in: Business Technology

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Enterprise CRM: What Is It And Does Your Business Need It?

Enterprise CRM: What Is It And Does Your Business Need It?The term “enterprise CRM” can be confusing for someone who has just started searching for CRM solutions for their business. With so many vendors offering so many editions, it’s easy to get confused when trying to decide if a business needs enterprise CRM.

To make matters even more confusing, some vendors offer enterprise CRM, but call it by a different name. This has led some people to believe that CRM and enterprise CRM are the same thing, just with a different volume of licenses. While they do share certain features, there are vast differences between enterprise CRM and standard CRM products. Understanding these differences should make it easier for a business to decide which solution best fits their needs. (more…)

Posted in: CRM Value

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What Does CRM Actually Cost?

What Does CRM Actually Cost?Trying to determine actual CRM cost for your business can be a daunting task. In a perfect world, every vendor would clearly list their prices with a per-user breakdown. This isn’t a perfect world, and not all vendors are completely forthcoming about their prices.

For someone who is trying to calculate CRM cost, this can be especially problematic. On top of that, the initial CRM cost can vary widely, depending on your region, optional features, additional equipment, and bulk discounts. (more…)

Posted in: CRM Cost

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Preparing for Your Next CRM System

Preparing For Your Next CRM SystemThere are a lot of reasons why your business may be considering switching to a new CRM system. No matter how good a particular CRM vendor is, their product will never be a perfect fit for every business. Making sure that your company has the best tools for servicing your clients may require a change in your CRM vendor.
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Posted in: CRM Strategy

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CRM And Quickbooks Integration

CRM And QuickBooks IntegrationFor two decades, QuickBooks has been the dominant accounting software for small and mid-size businesses. Since it requires no formal accounting training to use, and offers numerous industry specific versions, its popularity is no surprise. Within the small business accounting market, QuickBooks captures nearly ninety percent. (more…)

Posted in: CRM Integration

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