CRM University

Type: Whitepaper
Name: The Big Giant Mortgage Company and the Big Giant CRM
Date: 2007
Cost: Free

::: The Big Giant Mortgage Company and the Big Giant CRM :::

Mortgage companies are doing well for some time now with the interest rates being low and a lot of home loans being granted as well as refinance loans. In such a scenario, these mortgage companies are faced with issues such as managing leads that originate from various sources like newspapers, emails, online ads, direct marketing, finding out the best and most productive source for these leads, action on those leads by company agents to convert prospects into business.

Mortgage companies need to invest in CRM so that they can cut through the lot of clutter that is generated in the marketing process and target their customers more effectively. However, they need to do their homework carefully and not get taken in by big names or marketing spiel.

Learn more about the The Big Giant Mortgage Company and the Big Giant CRM>>>

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Type: Whitepaper
Name: CRM for financial services
Date: 2007
Cost: Free

::: CRM for financial services :::

Retail banking has become very popular over the past 10 years. It is about becoming customer focused, serving high volumes of clients, providing them the ability to do many types of transactions quickly, efficiently, via various methods like phone, online web based services. The goals are to acquire as many clients as possible, gaining higher market share.

The key to making your small business CRM software system work for you is making sure that the one you have selected and are customizing is developed just for your small business situation and needs. By making sure that you have everything that is necessary and important to the fundamental and secondary needs, making the adoption of the small business CRM application pain free is embraced by all levels of employees positively.

Learn more about CRM for Financial Services>>>

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Type: Whitepaper
Name: The Benefits of CRM Internet Architecture
Date: 2005
Cost: Free

::: The Benefits of CRM Internet Architecture :::

Investing in a Customer Relationship Management (CRM) application is no different than any other business management software investment —whether you are looking for an enterprise level software application or a department level solution, you expect a quick and measurable return on your investment. Before investing in a CRM application, consider several aspects of the application including its features, support for existing and emerging technologies, initial cost, ease of use, integration with other applications, and more.

Learn more about the benefits of the right CRM Internet Architecture >>>

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Type: Whitepaper
Name: Optimizing the Performance of Microsoft Dynamics CRM 3.0
Date: 2007
Cost: Free

::: Optimizing the Performance of Microsoft Dynamics CRM 3.0 :::

This white paper discusses how to optimize the performance of your Microsoft Dynamics CRM 3.0 system. You’ll learn how re-indexing, de-fragmenting, and regularly maintaining your databases can increase the speed with which Microsoft Dynamics CRM accesses your data. The white paper includes more advanced techniques as well, such as improving report performance, configuring Microsoft SQL Server, and optimizing Microsoft Internet Information Services and the .NET Framework.

You’ll find complete SQL scripts that you can copy and use immediately. Finally, you’ll find links to additional information and resources, such as performance enhancements, security updates, Knowledge Base articles, and related Microsoft Dynamics CRM documentation.

Learn more about Optimizing the Performance of Microsoft Dynamics CRM 3.0>>>

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Type: Whitepaper
Name: Business value of integrated CRM with Microsoft CRM
Date: 2007
Cost: Free

::: Business value of integrated CRM with Microsoft CRM :::

Why do you need to integrate your CRM system to your customer master files, your ERP or processing systems, or any other applications and data for that matter?

Because the ROI of CRM is in the back end data! Understanding this value is the key to your successful and profitable installation of a CRM solution. If you are too busy, lazy or frugal to integrate your customer relationship software to other data, you may as well buy an inexpensive off-the-shelf contact management tool to keep track of your customers and their phone numbers and addresses.

Customer relationship management by definition is about managing the entire relationship between the customer and your company, not just knowing where they are located and what people work there.

Find out more about why you should integrate CRM to the back-end systems>>>

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Type: Whitepaper
Name: Management mistakes about the IBM iSeries – AS/400
Date: 2007
Cost: Free

::: Management mistakes about the IBM iSeries – AS/400 :::

All too often these days, corporate managers misjudge the IBM AS/400 (or iSeries as it’s now called) when it comes to deploying a Customer Relationship Management solution. They make shortsighted, frugal decisions about the cost of purchasing hardware to run a CRM solution, only to find that their future costs will far exceed the initial costs, even if the initial costs include new hardware.

The research firms of IDC and The Meta Group have both published recent reports that show the iSeries has the lowest total cost of ownership compared to Unix and Windows NT. The IDC study, for example, shows the iSeries at $3,800 annual cost per user, Unix at $5,400, and Windows NT at $6,200 annual cost per user. This study points out that 10 users over 5 years could save an organization upwards of $120,000.

Learn more about Management mistakes about the IBM iSeries – AS/400>>>

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Type: Whitepaper
Name: Business value of integrated CRM with Microsoft CRM
Date: 2005
Cost: Free

::: Business value of integrated CRM with Microsoft CRM :::

Integrated innovation holds the promise of a more seamless user experience enabling multiple systems and applications to operate as one. The approach yields solutions that are easier to manage and simpler to use and deploy, providing greater overall value at lower operational costs.
Integrated innovation enables organizations to think differently. Instead of thinking what users can accomplish with each individual system, business leaders can now think what the sum of the parts might bring to business efficiency, knowledge, and information exchange.

With integrated innovation, one plus one does not equal two —it equals three or four. Users can access and act on information at the time and via the tool that has the most direct and immediate impact. And if that integration and the access to the data happens in a very familiar interface, then it not only simplifies the business process, it also gives the end-users the ability and confidence to accomplish new tasks with ease.

Learn more about the business value of integrated CRM with Microsoft CRM>>>

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Type: Whitepaper
Name: CRM is Like an Outboard Motor
Date: 2007
Cost: Free

::: CRM is Like an Outboard Motor :::

Did you ever think that some of your customers or business associates are laughing at your organization “from the shore” about how you run your business? Are you zigzagging? Are all of your oars in sync with one another? While we try not to laugh at some of the unorthodox ways that organizations do things, sometimes it is very difficult.

The reason is usually one of two issues: A) They think they know best (to the detriment of their own organization), or B) They just don’t know what the right solution can do for their organization. Either way, they are losing ground.

Learn more about why CRM is Like an Outboard Motor>>>

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Type: Whitepaper
Name: What Do C-level Executives See as the Biggest CRM Challenge?
Date: 2007
Cost: Free

::: What Do C-level Executives See as the Biggest CRM Challenge? :::

We all know that employees don’t stay forever anymore and that every department doesn’t always know what every other department is doing. And if they do, then they are spending too much time talking to each other anyway! Some day, these “I don’t need it” folks will learn! We’ll give them a few more years to realize it, or to “run the numbers” and have an awakening. Meanwhile, let’s get back to the biggest CRM challenge…

C-level executives acknowledge that the biggest challenge they face when considering CRM, buying CRM, or having already implemented CRM, is teaching the users the value of the information collected, so they can take full advantage of the power of that information.

Learn more about What Do C-level Executives See as the Biggest CRM Challenge?>>>

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Type: Whitepaper
Name: How Can You Guarantee ROI on CRM?
Date: 2007
Cost: Free

::: How Can You Guarantee ROI on CRM? :::

If your organization is functioning without a way for all of your employees to understand your customers better, then you are living in a 1970s world. Even in the 90s, when I was working in a sales position for a multi-billion dollar manufacturer, I had no way to find out the status of my customers without calling the office or looking at a 2-month old “green bar” report. That’s a big problem. Why? Because I may walk in that customer’s front door to try to get an order only to find they had already placed the order with the distribution center the day before. Do you want to do business with a company that communicates that poorly with its own employees?

ROI? Imagine that your salesperson drives an hour to an account to get an order but the customer was put on credit hold a few minutes before he or she arrived at the customer’s office.

Go here to learn more about How Can You Guarantee ROI on CRM?>>>

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