Free CRM White Papers

Learn more about the topic of CRM from an industry leader. We are pleased to offer the following white papers for a closer look at CRM specifics.

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Living in an Unfiltered World

By Charles Martin

Living in an Unfiltered World

Abstract:

Future generations of CRM software are expected to embrace Social Networking—thus bringing users’ professional and personal lives onto the desktop. Think CRM with a FaceBook-, MySpace- or YouTube-like component. The result? Just possibly a sideways, unfiltered, user-driven world.


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Customer Royalty = Customer Loyalty:
Evaluating Customer Service Management software

By Forrester

Customer Royalty =  Customer Loyalty: Evaluating Customer Service Management software

Abstract:

Companies, like people, can be intensely individualistic, with host of differing needs and challenges. Software that might help one company might hinder another. This can be especially true in the case of Customer Service Management software, where matching a company with the right software tool can be the difference between a satisfied customer and a grumbling, soon-to-quit customer. In this document, Forrester Research evaluates leading customer-service-management vendors according to 180 criteria.


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Is CRM the Ark Your Business Needs?

By Jeff Wuorio

Is CRM the Ark Your Business Needs?

Abstract:

Businesses entering a fast-growth phase need to be ready for a flood of customers. The right CRM solution can be a life saver. CRM—or Customer Relationship Management—looks at the entire 360-degree view of a customer, from lead through closed sale and on to managing customer loyalty. It can help your team save time, maximize productivity and increase capacity.


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5 Strategies for Turbo-Charging Yours Sales Engine

By Entellium

5 Strategies for Turbo-Charging Yours Sales Engine

Abstract:

These strategies will help your sales team increase its effectiveness using Sales Force Automation (SFA) software. Section headings include: Work smarter, not harder; Serve up leads before they go cold; Free your data and make it accessible to the people who need it; Use activity data to make better decisions; and Turn your Web site into a lead generator.


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2008 CRM Buyer's Guide

By Entellium

2008 CRM Buyers Guide

Abstract:

Choosing the right Customer Relationship Management (CRM) solution for your company can be a challenge. The smart choice requires understanding the CRM needs of your business, and matching those needs with what vendors have to offer. So before you sign on the dotted line, check out this essential guide to evaluating CRM systems.

You'll learn what features to look for—both the good stuff and the great—when buying "the right" CRM tool for your company. Packed with tips and insights, the 2008 CRM Buyer's Guide is a "must" for companies pondering the purchase of a CRM solution.


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2008 SFA Buyer's Guide

By Entellium

2008 SFA Buyers Guide

Abstract:

Buying and deploying hosted Sales Force Automation (SFA) software isn’t as easy as most vendors want you to think. If their promises seem too good to be true, they probably are. So before you sign on the dotted line, check out this essential guide to evaluating SFA systems.

You’ll learn what features to look for—both the good stuff and the great—when buying the right SFA tool for your company. Packed with tips and insights, the 2008 SFA Buyer’s Guide is a “must” for companies pondering the purchase of an SFA solution.


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Automating Leads to Sales

By Aberdeen Group

Automating Leads

Entellium is proud to bring you this new research report from the Aberdeen Group.

Abstract:

Marketing departments are constantly faced with the pressure of driving a large number of high quality leads through the pipeline. As marketing budgets are slashed, this challenge becomes a nightmare. The Automating Leads to Sales report will examine the challenges faced by companies when implementing a marketing automation solution, and the strategic actions being taken by different companies to deal with these challenges.


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The Secret Sauce for Sales Success

By Entellium

Secret Sauce White paper

Abstract:

Powerful Sales Force Automation (SFA) tools are helping to turn underperforming teams into highly successful ones. What's the secret sauce? These SFA tools are giving teams a transparent view of their sale pipeline. In doing so, they are strengthening the teams' ability to achieve greater overall performance.


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Top Performing Sales Teams can Answer These 25 Questions, Can You?

By Entellium

Sales Success 25 Questions

Abstract:

Sales pros have compiled a list of 25 critical questions that organizations must be able to answer before they can achieve record-breaking sales results. Questions like: Which lead sources result in the highest percentage of closed business deals? What sales process does your best sales rep use to close the most deals? Which competitors do you lose the most business to and why?


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Sales Force Automation: What Every Sales Team Should Know about SFA

By Entellium

Sales Force Automation Whitepaper

Abstract:

A significant number of sales executives, managers and reps remain unclear about the meaning and benefits of Sales Force Automation. Just what is SFA? Why should sales professionals care about it? The following Q&A offers answers to some of the most basic questions surrounding this powerful sales force strategy. Questions include: How can sales reps benefit from using SFA? How can executives and managers benefit from using SFA? Is SFA right for every company? What are the advantages of using hosted SFA?


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Buyer Beware: Tips for Getting the Best Agreement from Hosted Application Vendors

By CRM2Day

Buyers Beware

Abstract:

While a majority of the terms and conditions in hosted CRM service agreements are boilerplate, some stipulations may end up restricting your ability to access your own company data, secure reimbursement in the event of service interruption, ensure adequate data back-up, or skirt hidden charges. To help you see through the tedious legalese and technical jargon that permeates the typical service agreement, here are four key areas you should ask your prospective hosted providers about before signing a long-term contract.


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Cutting the Risk from CRM Purchase and Deployment

By Business Management Magazine

Cutting Risk White paper

Abstract:

This whitepaper is a comprehensive CRM buying guide for SMBs and divisions of enterprise companies. You'll learn about buying criteria for a long-term solution, how to fully evaluate the Total Cost of Ownership, must-have sales and service features, and guided deployment best practices.


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