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A customer relationship management (CRM) system captures customer information, which you analyze and use to make informed decisions that improve customer satisfaction and generate more, better-qualified leads.
The big question: HOW?
This eBook walks you through the steps of selecting and implementing a CRM and discuss topics like:
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Download our CRM capabilities checklist where members of your organization select what is a Must Have, a Like to Have and a Don't need capability.
Use our free “CRM Capabilities Self-Assessment” to poll sales and marketing, customer service, and operations before you choose a new one.
Learn what to do and what not to do in crafting a winning CRM strategy and defining requirements using a use case approach.
Identify industry analytical reports and user review platforms to consider.
Choose the Right CRM - avoid 3 costly mistakes
A well-chosen customer relationship management (CRM) will leverage technology to make it easy for you to keep your customers happy.
When well-designed and implemented, a good CRM will organize, automate and synchronize your marketing, customer service, and technical support activities.
It will also provide rich data, on-demand, which will help you make effective business decisions to drive future growth.
In this eBook you'll learn:
CRM Strategies to Provide Better Service to Your Customers
Julie and I noticed that many of the features of mid-level and enterprise CRM solutions such as Infor CRM (formerly Saleslogix) are more geared to ongoing service than for sales. We wrote this guide for CRM strategies utilizing Infor CRM for operations managers and COOs that want and need better ways to manage their customer's wants and needs.
If you or someone you work with manages a support operation of 10 employees or more, I suspect they will get a few useful insights from this E-book. Please do them a favor and forward this page to them. Their entire department will appreciate it.
How to Choose the right CRM system
People: An Opportunity - Not a Roadblock. Technology should serve the needs of people, not the other way around. In this eBook you'll learn:
"Customer relationship management" can sound intimidating to small and medium-sized businesses. A few spreadsheets and rules of thumb will do fine for a start-up business with only a few customers. But what happens when a business starts to boom? Here is what is covered.
Make CRM Stick - How to Success Where Others Fail
In this eBook you'll learn:
Story of Dick and Julie in a discussion of their experiences working with entrepreneurs and small businesses who implement contact management and CRM systems! Learn about 12 ways to anticipate and thus prepare for a better future
Download link for 12 Ways to Anticipate the Significant Mistakes Made in CRM...
Download this "Make Your Business Work Smarter" PDF with strategies and actions to make your business work smarter, especially in acquiring, developing and retaining, profitable clients and customers.
- Maintaining a consistent and full pipeline
- Remaining 'Top of Mind' and able to be found when the customer is ready.
Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology.
To obtain the success you deserve with CRM - consider the following 18 Requirements for Success with CRM.