Customer Relationship Management

When and Why you should Customize CRM

Built-in tools can make it easy to customize CRM, but it still takes effort to translate your business knowledge into fine-tuned Customer Relationship Management screens, workflows and analytics.  Take a bit of time to understand what you are trying to do before jumping into customization.  The effort you spend up front will pay off in […]

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XRM: eXtend Customer Relationship Management

Use the non-technical customization tools in CRM to create entirely new applications for your organization in a fraction of the time that it would take with traditional programming.  And if you have software development capabilities, eXtended Relationship Management lets you fine-tune the business processes that drive customer, supplier and employee interactions. XRM takes advantage of […]

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Gartner releases the Magic Quadrant for B2B Sales Force Automation

Business-To-Business (B2B) sales leaders will find some interesting reading in this Magic Quadrant from Gartner. The reviews and scoring focus on the productivity of sales teams, starting with the core capabilities of account, contact and opportunity management. Add-ons such as sales configuration, incentive compensation and territory management are also considered, as are mobile and deployment […]

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CRM Leadership

Leading the CRM Team What does CRM do for you? Business is built on long term relationships – branding, service and support all contribute. The right Customer Relationship Management (CRM) program will help your business maintain and build upon your commitments to your business relationships and transactions. You want to stay on top of all […]

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