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Avoiding CRM Failure

If you’re evaluating a CRM suite in particular, you may have heard a lot of horror stories about CRM investments going to waste. Rest assured, it’s not the technology; cases of outright technology failure are rare in e-business, and their heyday was years ago, when a lot of applications were in their early generations.

Much more often, CRM failure has to do with the old saying, much beloved of coaches, that goes, Fail to plan, plan to fail. This is the point emphasized by Mike Murphy, executive director of Siebel Global Services. Addressing his company’s CRM audience some months ago, Murphy remarked, “If you focus on technology as the only aspect of a customer-facing solution, you’re going to have a fairly high-risk project.”

This truism of CRM has been out there for years, but it seems not all adopters have paid attention. “People frequently do not take into account the lessons of those that have gone before them,” Murphy tells Line56. “They will ignore some of the warnings.”

It’s part of a larger pattern in which CRM adopters haven’t conducted due diligence about the state of their own company, or of customers. Take the case of Cisco, which bought hosted CRM from Salesforce.com but subsequently came to realize that user behavior rejected the tool in favor of existing applications. That’s something that the company should have known from the CRM get-go, either causing it to pass up Salesforce.com altogether or else paying increased attention to the change management needed to embed Salesforce.com.

That’s a case of not knowing how CRM users behave, but Murphy knows of plenty of other cases in which a customer strategy has been missing. “When we do a post-mortem on these projects, we see that a customer strategy is lacking, or isn’t linked to a corporate strategy.”

For example, a manufacturer might be tasked to use CRM to do order management in order to improve cross-sell numbers, but might not have segmented the customer base properly. The customers might be craving cross-divisional solutions, not the discrete products currently offered by the manufacturer. But you’d never learn this by implementing order management.

Murphy offers a simple, three-step guide to avoiding CRM failure: 1. Align IT and business about what CRM-addressable problems are, and what to do about them; 2. Articulate a customer strategy, and how it links to corporate goals as well as to the proposed CRM system; and 3. Define goals in a measurable way so you can track your progress.

That’s what you should have on your mind when you think about a CRM suite, or even a component tool. Otherwise, as Murphy says, you might end up with “the technology piece working, but no results.”

David Cowgill is a Senior CRM Marketing Manager in San Francisco.

Article Source: http://www.crmblogger.com/crm/2005/09/avoiding_crm_fa.html

For further information contact: David Cowgill CRM Blog Founder http://www.crmblogger.com

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The Importance of CRM Customer Relationship Management

One of the primary factors in the success of any company is the liaison it shares with its customers. CRM or Customer Relationship Management designates all features of interaction a company shares with its customer. This includes everything from sales to service.

CRM is basically a business strategy designed to accrue gains, generate revenue and cater to customer needs and satisfaction. With the e-media picking up pace, the manner in which companies approach their CRM strategies has greatly changed. This has even altered the consumer?s purchasing attitude. So these days CRM too has become a web based effort as most of the customer relationship is handled electronically.

The web based CRM service is more effective. Web-based CRM services mainly covers three areas of service- sales force automation, management of customer relationships and customer services and automated marketing.

A web-based CRM software is a web-based system used for contact management, marketing and sales support, project tracking and other tasks associated with CRM. This software enables teams and departments to share a central and fresh database. The software facilitates its users with an online contact manager and a project-tracking tool, either over the web or within the corporate intranet. With the aid of the CRM software you can view and manage contacts, customer?s record, hot leads, projects and left-out work, from anywhere and with any web-browser. Moreover unlike the intervening and needed to be testified upgrades of an enterprise software, the upgrades to the web based software do not affect the organization?s regular operations in any manner. Due to these features more and more companies are driven towards this web-based software.

Siebel Systems Inc., HydraNet and Push CRM are some eminent names in web-based software service. Lately SAP has also blessed the market with on-demand Customer Relationship Management solution. A web based CRM has many names out of which on-demand CRM is one.

These systems provide agents with the most up-to-date information on all customer service transactions. The software adds to the strategic value and business of the organization by automating sales, marketing and customer service. For instance the SAP product specializes in providing core sales-force automation features for managing customers, contacts and sales pipelines.

The software runs and keeps a complete track of your data after it is downloaded or purchased and then installed on your server or web-host. Usually the CRM software runs on all significant platforms such as Unix, Linux, Windows, Mac OS X, Novell (6.5) and so forth. Since the software serves many purposes at the same time, it is quite expensive. However an incredible competition in the market has enabled the software seekers to exercise their choice to a certain extent.

In choosing a web-based CRM software it is important that the user should firstly analyze his or her budget or the budget of the organization. Secondly also check your organization?s partner ecosystems. A user-friendly hosted CRM system, an on premise version or the combo of both should follow this and finally try to go for software that can fit any type of user, any size company and in any industry.

Mansi Aggarwal recommends that you visit Web based CRM
for more information.

Article Source: http://EzineArticles.com/?expert=Mansi_Aggarwal

CRM Customer Relationship Management is one of the newest innovations in customer service today. CRM stands for customer relationship management and helps the management and customer service staffs cope with customer concerns and issues. CRM involves gathering a lot of data about the customer. The data is then used to facilitate customer service transactions by making the information needed to resolve the issue or concern readily available to those dealing with the customers. This results in more satisfied customers, a more profitable business and more resources available to the support staff. Furthermore, CRM Customer Relationship Management systems are a great help to the management in deciding on the future course of the company.

As mentioned, there is much data needed for the CRM system to work. These fields include the customer name, address, date of transactions, pending and finished transactions, issues and complaints, status of order, shipping and fulfillment dates, account information, demographic data and many more. This information is important in providing the customer the answer that he or she needs to resolve the issue without having to wait for a long time and without going to several departments. With just a few mouse clicks, a customer support representative for example can track the location of the customer?s package or order. This is infinitely better than the cumbersome process of tracking shipments previously. Furthermore, the customer service representative will also be able to see the previous concerns of the customer. This is a great help especially if the customer is calling about the same issue since he or she will not have to repeat the story all over again. This results in less time in resolving the issue, thus, higher productivity of the support staff.

CRM Customer Relationship Management systems are also important to the top management because it provides crucial data like customer satisfaction and efficiency of service by the frontline crews. A piece of customer relationship management software will also be able to generate the needed reports for product development or new concepts. Furthermore, this system will also be a great help for the top management in deciding the company?s future course of action, whether it involves phasing out one of the products on the shelves or making adjustments to one of the products sold.

The reports generated by CRM systems are also invaluable to your advertising and marketing planners, as they will be able to pinpoint which ideas works and which do not. Because of CRM systems, you will be able to release advertisements or plan marketing campaigns more in tune with your target market. This will also lead to more responses to your advertisement and a more effective marketing campaign.

Successful integration of a CRM Customer Relationship Management system in your company, however, might not be as easy as it seems. The following might give you an insight why CRM systems fail in some companies? Most companies fail to prepare for CRM systems. By this, I mean that most companies fail to integrate all the departments that need to share the information for it to be effective. Furthermore, CRM units scattered all over the company?s departments is often more effective than just making one big CRM department. This will ensure that each department will get the information and data that they need.

A CRM system will also help you a lot in expanding your business. As CRM systems are capable of handling enormous amounts of data, CRM systems will help you a lot in coping with the increased numbers of customers and data. With a CRM Customer Relationship Management system installed and properly utilized, you can be sure that all data is maximized and used to ensure that your business will be successful and your customers a lot more satisfied than before.

Steven Taylor is a Marketing Consultant to http://www.Retronix.com
– one of the most innovative and effective suppliers to the electronics & semiconductor industries. Services include BGA Rework
and De-Bug Services.

Article Source: http://EzineArticles.com/?expert=Steven_R_Taylor

Web Based CRM Guide 101

Mansi Aggarwal recommends that you visit Web based CRM
for more information.

Article Source: http://EzineArticles.com/?expert=Mansi_Aggarwal

The Importance of CRM Today

In the CRM space I work in, the middle market, CRM does not mean Customer Relationship Marketing. In fact, marketing is more often than not the forgotten child.

Having worked primarily in the middle market, I’ve not been as exposed to well defined marketing machines. But, when I have, they are almost always working with different systems than than peers in sales and service.

In these cases, I fail to see how you can say that your marketing is based on a customer relationship? Having many functional customer relationships means many possible marketing outcomes…and total customer confusion, lowered customer value, and minimal customer loyalty.

A company which is functionally isolated, where business units, product groups are departments do not communicate in a planned way, has what are called silos. Each silo operates with their own set of procedures and objectives since they don’t know what the others are doing.

Many years as a CRM consultant has reinforced my belief that an effective CRM implementation is more than a technical checklist. It’s also more than a software and feature focused project manager with all the special accreditations and certifications. You can be super efficient at the latest implementation methodologies, but if you’ve missed the boat as a consultant for your client, what value have you really delivered?

Integrating Marketing with the rest of your business

Having an effective marketing strategy is a key any business’ success. As a part of the CRM strategy, customer relationship marketing is one of the supporting pieces. Knowing your customer is critical in order to construct the products and messages need to keep them loyal. Collecting this knowledge spans the organization, not just the marketing department. So, functional silos within your organization can create problems when each has their own set of messages and objectives.

If you’re not a believer in extending customer loyalty because all customers eventually defect, you probably would agree that current value and some other definition of potential value can be enhanced. To do either requires that a cohesive and comprehensive strategy be constructed that provides for the consistent and timely collection of data needed to market effectively.

How to Get Started In Customer Relationship Marketing

If you want to get the most out of your marketing efforts, there are some basic fundamental truth to be aware of. Since decisions are made based on the information being collected about your customers, you need to have the basics in place:

* Maintain customer demographic information

* Track interactions with your customer; such as web visits, emails, phone calls, newsletter responses, etc.

* Log responses to marketing campaigns

* Track sales or other business monetization methods over time

The Benefits of Customer Relationship Marketing

Who What When

Mileage will vary with each company as the all will make their own competitive decisions. Theories abound, like demographics are the key to everything or analyzing customer activity will reveal all. No matter how you decide to implement your strategy, there are 3 key benefits you should strive for as you analyze the incoming information.

* Knowing what you will say in the future

* Knowing which customers you will say it to

* Knowing when you need to say it

Marketing is an investment, like many things. And when you invest you expect the highest possible return. So, to throw all of your money in one direction all at the same time is a guaranteed path to failure. You will have wasted your resources and you will come away not knowing your customer any better.

Using a customer relationship marketing strategy can certainly enhance your business by focusing the right message, on the right customer, at the right time. This makes them more likely to respond the sending a one size fits all message and tells you that you’re on you’re way to a better two-way relationship.

Wouldn’t everyone like to find out when a customer is about to jump ship and act quickly to change the situation? That is what effective relationship marketing looks like

Mike Boysen consults and writes on topics related to customer relationship management (CRM). His website, Effective CRM Consulting
, is designed educate companies and CRM consultants alike in what CRM truly stands for. He works with a top CRM consultancy that provides services from process realignment to technical implementations. You’ll find more about customer relationship marketing
on his website.

Article Source: http://EzineArticles.com/?expert=Mike_Boysen

Customers to any business should be one of their most precious assets. Looking after your customers should be high on the list of any business owner’s priorities, failure to do this will mean they will look elsewhere and go to one of your competitors. Something which any business wants to avoid at all costs. To ensure that you are giving your customers the very best service and are constantly meeting their needs day in day out you need to realize the importance of CRM.

CRM or customer relationship management is a system of processes which businesses use to organize and track their confirmed and potential customers. It is also used to streamline business practices and enhance the efficiency of such practices .This can be through various different means such as:

? Keeping accurate and up-to-date customer detailed records, noting any change of address or telephone details immediately and altering any details which are incorrect on a customer’s record. Good CRM software programs will enable this to be done quickly and easily through one program.

? Tracking all customer contacts, something which is essential for the smooth and effective running of a successful business. For instance, if a business is sales people are contacting customers to speak to them a customer will not want to feel harassed by several calls each day. Using a CRM solution to track customer contacts will prevent this from happening.

? Creating customer centered targeted marketing, to get the very most from any marketing campaign it should be targeted. By using information held on a CRM program businesses are able to create targeted marketing campaigns that really get results for them.

? Running processes from one single software program. When a business uses a CRM software program there is no need to use other programs. Implementing a single CRM program means that a business can save time and money, no more paying for multiple software license each year and no more switching between programs just to complete a sales form.

? Creating invoices and quotes for customers quickly. Customers will often complain that they wait too long for invoices and quotes to be generated and this can then lead to a lack of customer confidence. No business wants this to happen so using a CRM solution which deals with paperwork can put an end to misplaced or late quoting and invoicing.

These are just a few of the ways in which CRM can help any business to improve its efficiency and customer contacts. CRM plays a large role in successful marketing campaigns and can be a huge help to sales staff when they are trying to identify customer buying trends. In fact using CRM can mean that some of the strain and guesswork can be taken out of the equation for many businesses. Customer relationship management is important is that it is essential that all businesses recognize this and do all that they can to act on it and implement a good CRM solution as soon as possible.

CRM
transforms Project Management
Software – get the tools you need to run your small business better, includes time tracking, documents and billing.

Article Source: http://EzineArticles.com/?expert=Tom_Lina_Herry

How Does Customer Relationship Management (CRM) Impact Your Business?

A business can generate profit only when it has a committed and faithful following of customers. In the cut throat environment of modern times, a Customer Relationship Management (CRM) system then emerges as a valuable tool to help build customer loyalty. CRM as the acronym suggests is all about managing the customer. If the customer is managed in an effective manner, the profit on a continuous basis is the logical by-product.

It does not matter whether your business is small, or you are running a large business, the longevity of your business hinges on the information you acquire about your customer. Profits can be maximized first and foremost on a continued basis by having returning, satisfied, customers. It can be done only through a personal touch.

Why is this important? It has been estimated that it costs more than 6 times as much to acquire a new customer than to retain an existing customer

This personal touch can be ensured through maintaining a database on the needs and preferences of your customers. Building a relationship of trust and understanding by knowing their needs and wants will help you and your customer develop a long term relationship, or more importantly, partnership.

One way you can build confidence with you customer is to give them first exposure to a new product, before it is opened for the general customer. As a matter of fact it has emerged as one of the most valuable tools in the hands of modern business outlets. Organizing personalized, pre-launch offers for committed customers, where the personalized touch makes their whole experience a pampered trip, builds a commitment within the customer to not only your products but your business relationship as well. The customer, who has been pampered in this manner, turns out to be a direct sales agent for your new campaign introducing this product, they in effect become part of your marketing team. New customers, brought in through this effort, become ‘pre-qualified’ through the efforts of you existing customers.

It is through the advent of CRM that it has come to light that nearly 65% of the customers…you are right the numbers are high…leave a business if they are not provided the kind of services they have become accustomed to. So here the CRM comes into play. The data base generated through CRM can be used in numerous ways:

Data that is generated through CRM can be shared across other units of the company and lessons so drawn can help in increased profits in other business outlets as well.

If the customer is a regular, as provided by your data base, then you can offer him some privileges at the time of billing for instance (discounts, credit terms, payments plans, etc…), and make him feel pampered as compared to other walk in customers.

When regular customers consistently order a given product, it may be possible to be proactive about your relationship and build an automatic order process whereby the customer does not have to initiate an order, but it is automatically sent when it is determined that they need new supplies. This requires trust not only on the part of the customer, but also on your own staff who must fulfill that order.

Ultimately, there are two separate, but related, goals to a CRM solution:

Build a database of information that can be used to generate increased profits for your organization

Cut down the attrition rate of customers from your business.

CRM helps in building a long term relationship with the client. This long term relationship is the foundation on which future profits can be built.

CRM is like ready mixed concrete on the move, if stopped it can destroy the whole project; but the constant churning of the concrete, the constant moving forward will ensure a project that meets the needs of the customer.

In the case of a business, the continual gathering of information, and acting upon it, will help us build a successful and profitable relationship with our customer.

CRM is the catalyst that provides this churn.

James Stephenson is an IT and Business Consultant with over 25 year of experience.

His firm specializes in helping small to medium sized businesses use their information technology and business resources effectively.

He can be reached through his websites and blogs at:
http://www.scc-i.com

http://www.ctrinformationmarketing.com

Article Source: http://EzineArticles.com/?expert=James_Stephenson

Microsoft Dynamics ERP: GP, AX, NAV, CRM – Which One to Select

Being in MRP implementation, customization, integration, data migration/conversion business for many years, we would like to give you some orientation, in the case if you are on the way of ERP selection for your company. In this small article we will be talking about Microsoft Business Solutions ERP brands only, you can check our future publication to get similar orientation on Oracle and SAP ERP products.

? ?Legacy? vs. ?Modern? ERP. It might not be the focusing question, however we?d like you to look at the ERP products from this perspective: Java/EJB Sun Microsystems conception is less then 10 years old, and now Microsoft .Net/C# construction is in the process of getting market from Java. Similar time test should be given to ERP system ? if the system has legacy architecture ? it might be candidate for replacement or be seriously re-written/renovated.

? International aspect. If you think your company is and always be focusing on the US market and will do business with local folks only ? this paragraph might be skipped. For the rest of us ? and we are in this cohort ? we should watch closes Microsoft Business Solutions international policies. When Great Plains Software and Navision Software were independent software vendor and being forming their international policies completely independently from one another ? both had intentions to expand to all the world markets: USA, Europe, Australia, Asia, Africa, South and Central America. Now, when Microsoft sells all former GPS and Navision ERP products ? it can choose one product over the other to promote on the regional market ? simply due to the fact that it has to invest into ERP localization.

? Microsoft Dynamics GP – Great Plains. Great Plains Software pioneered in the earlier 1990th with its graphical and DB platform independent product for Mac and Windows: Great Plains Dynamics. The shell was written on C programming language and was named Great Plains Dexterity. Currently with Microsoft Dynamics project initiative ? Microsoft renovated Dexterity ? it supports now COM object calls and so XML web services, but it is not pure .net application/shell ? Microsoft is investing in web interfaces for Microsoft Dynamics GP ? Microsoft Business Portal for GP is very good example. Microsoft Dynamics GP incorporated all the best technologies from Microsoft Office to .Net, but its design was done more then 10 years ago. Microsoft Dynamics GP 9.0 is available in English, Latim Americal Spanish and Canadian French, plus German, Dutch and French/France versions will be available for version 9.0 only ? they will not be supported for future version of Dynamics GP.

? Microsoft Dynamics NAV ? Microsoft Navision – Navision Attain. Navision Software was established in 1994 and since then it gained European ERP mid-size and portion of USA market, especially for light manufacturing. Navision success should be attributed to Denmark software development market miracle of earlier 1990th. Navision went even further into graphical and DB platform independence ? it designed its own database platform ? C/SIDE ? Navision separated SQL coding from the database itself. Currently MBS promotes Navision on MS SQL Server platform and its database independence is losing its actuality. Navision was localized by MBS to the majority of East European, South American and other emerging markets ? if you are in Europe, South America, Asia and looking for supported reliable solution on your regional market ? you should look at Navision first.

? Microsoft Dynamics AX ? Axapta. Axapta was the newest ERP designed by Navision Software prior to its acquisition by Microsoft. The architecture is dated at the end of 20th century. Axapta needed some time for Microsoft to get upper mid-market ground ? traditionally occupied by SAP, Oracle, PeopleSoft, JDEdwards. Currently Microsoft is localizing Axapta to Brazilian market ? due in April 2006. Very good chances are in East and Continental Europe, including UK. In 2005 US Microsoft Business Solutions regional and nation-wide VARs invested into Axapta consulting practice ? training and certifying consultants, marketing campaign, etc. Very good chances for Axapta for US mid-market and and upper mid-market clientele and prospects

? Microsoft Dynamics CRM. Microsoft Dynamics CRM 3.0 or simply Microsoft CRM 3.0 is promoted by Microsoft Worldwide. So, do not question it from the international perspective ? you will have integration with Microsoft Dynamics GP, Navision (through third party integration), Axapta ? in progress, plus with IBM Lotus Notes Domino ? via Alba Spectrum Lotus Notes integration.

Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com

Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com
, http://www.greatplains.com.mx
, http://www.enterlogix.com.br
) – Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.

We are serving USA Nationwide: CA, IL, NY, FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Europe: Germany, France, Belgium, Poland, Russia, Middle East (Egypt, Saudi Arabia, OAE, Bahrain), Asia: China, Australia, New Zealand, Oceania, South & Central America: Mexico, Peru, Brazil, Venezuela, Columbia, Ecuador, Chili, Paraguay, Uruguay, Argentina, Dominican Republic, Puerto Rico

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Microsoft CRM Implementation: Employee Time & Billing – Notes for Consultant

Microsoft Dynamics CRM 1.2 and now 3.0 could be considered as extremely flexible platform, suitable for small, mid-size and corporate businesses, it is easily customizable via C# or VB.Net in MS VisualStudio, however you can deploy MS CRM as is for sophisticated task, such employee timecards, consultant billable hours tracking, contract management, etc. Assuming that you as business owner have IT department or even Microsoft savvy consultant ? you are ready to launch employee timelog process right away, without annoying customization and custom reporting.

? Procedure. MS CRM is flexible in the sense that you can create and attach activity to virtually any object ? Account, Contact, Lead, Quote, Order, Invoice, etc. If you have your consultants do just that ? it will help (all the documents and info will be in CRM), however it would be no structure and you would be spending your time digging CRM in the search of historical information. Remember Lotus Notes Domino? Where you could also keep attaching and expanding lists and tree-like structure? You need the procedure and the procedure will help you structurize the data in MS CRM

? Structure. The structure, deployed for employee time management should be like this. Customer (Account) should have Contracts. Each Contract should have contract lines (where you can allocate the budget per line), then each line should have Cases (when you fulfill the contract ? you assign your consultants to the cases, such as install software, fix bugs, replace old server with the new one, etc.). And finally, consultants should log cases, such as appointments (if the date and time is known) and tasks (if the date and time is now known, however you know the deadline)

? Scenario. Customer ABC has ERP Implementation contract. This contract has two lines: Software Installation (24 hours budget) and User Training (40 hours budget). You activate contract, open two cases for Installation: SQL Installation and Client installation. You assign SQL case to John and Client case to Bill. You book John for Monday onsite visit (appointment, from 8am till 4pm) to install SQL, for bill you create task ? install clients for Nancy and Marilyn (you ask Bill to stop by next week, but you leave him to schedule and decide on the date). When John finishes installation, he opens MS CRM, appointment (either web or outlook client), goes to the appointment->action->close appointment (action Close Applintment->Completed) and 8 hours are logged toward SQL Installation case. When finally you close the case ? you decide on the number of billable hours (you will be shown the actual and budgeted time).

? Reporting. You will probably need two reports: consultant/employee time, were you should be able to see budgeted, actual, written off time ? here you evaluate consultant performance. The second report is Project status.

Feel free to call us in US & Canada: 1-866-528-0577, 1-630-961-5918, Latin America: S

The Most Common Features Available Through CRM Systems

Customer Relations Management, or CRM, is more of a business strategy rather than a technology, although it is a software program that offer businesses better solutions in acquiring and maintaining relationships with customers. Companies who want to be successful are dedicated to finding ways to keep their most important asset, their customers, satisfied. That is why many businesses are turning to CRM technology to put their CRM strategies to work for them.

One exciting feature in CRM systems is the emergence of open source CRM applications that are more advanced than ever. They actually allow the customer to integrate the multiple business systems in support of the company’s business strategy rather than the company doing the integrating. Basically, the customer is doing the work that the business needs to find out what it is that satisfies their customer. These open source applications tend to be less expensive and support many different proprietary solutions. Yet at the same time these systems are presenting businesses with security, scalability, and many features that can be acquired by a business of any size because of their affordable price.

Common features

There are many common features in a CRM system that a company will find very useful in their sales management and their overall relations with their current and prospective customers. These features are:

? Management of sales leads and actual sales

? Marketing campaign management

? Help desk for customer inquiries

? Business process management to help a business design business practices to appeal to the customer.

? Collaborative project management, which allows those collaborating on a project to remain on the same page and integrate their ideas.

? Reporting and dashboards to acquire reports on those things that can make the business grow even larger.

? Enterprise content management

? Website authoring, which is important with the internet being responsible for a lot of the revenue now acquired by businesses.

When it comes to security, it is important for these systems to be secure so that unauthorized people cannot access very important customer information. There are security features put in place to ensure that unauthorized activity does not occur within the system or the information of customers is compromised in any way.

? Advanced encryption and authentication to prevent hacking and access by unauthorized people.

? Administration and logging for those who should only be allowed to access certain features and to keep unauthorized personnel out of certain files.

Then of course there is the communication factor of CRM. Customer relations cannot be successful without the use of the telephone. That is why most CRM systems employ telephone and mobile connectivity such as:

? IM integration

? VoIP integration

? E-mail

? Voice recognition features

? Web services

CRM systems are also supported by platforms such as Linux and Windows since businesses use various platforms for their computer systems in order to conduct business. These programs also run on a number of browsers such as Internet Explorer, Firefox and Mac’s Safari. They are rather flexible in what types of computers they are used on.

Other features

There are other features that businesses like to have included in their CRM systems because there may be a particular function they need that is not included in the default package. In this case, the company may pay a CRM software company to specially make a software program that integrates with certain business requirements such as seeing what the probability is that a customer will leave the company based on past interactions. This is a feature some companies use to know which customers to focus on. So as you can see, the possibilities of CRM are quite phenomenal.

Installing an accelerator application
onto your businesses computer system can be an excellent way to increase productivity and decrease waste.

Article Source: http://EzineArticles.com/?expert=Beth_Murphy

Implementing CRM – What’s the Price?

As Customer Relationship Management (CRM) systems move from being “nice to haves” to essential tools in keeping businesses competitive, their implementation is growing at a rate to match. And of course, price and cost play a vital role. However, the price of a CRM system is more than just the cost of the software and IT.

When budgeting for a project, assessing quotes from a solutions provider, or just trying to get a realistic idea of how much you’ll need to spend, here’s a guide to some of the key factors you need to consider.

1) Software Costs :

These usually consist of:

the price of software licences

the price of software maintenance.

2) Professional Service Costs:

Professional services refer to what you need to get done to get your CRM system up and running. They can include the costs of everything from scoping the project to software configuration, hardware and training. They include internal costs (such as the time of your own staff) as well as the price charged by your solutions provider.

3) Support Costs

Support costs generally refer to the price of assistance to keep the system going. They will usually include the costs of technical support, administrator support and user support, such as access to a help desk. Sometimes support costs include CRM software maintenance costs: it depends on wording and the vendor.

Building a system from scratch?

If you decide to build or implement a system yourself, you’ll need to include several other factors in the price. Probably the most significant costs will be developing or acquiring the wide mix of business, administration, management and technical skills. Do not underestimate how important these skills are to a successful CRM project. And if you go down this route, you’re well, quite literally, on your own.

So, assuming you intend to employ the help of a solutions provider, here’s a look at each of the three main areas of project costs in more detail:

The Price of CRM Software

Working out the price of software licences is usually straightforward. There will be a price for a single user licence, number of users or multiple user licences. Remember to allow for expansion with the number of software licences you buy: the number of users can quickly grow as the benefits of using it become apparent. It can also be useful to have extra licences on hand ready for new staff.

When buying CRM software there’s sometimes the choice between named or concurrent licences: most businesses prefer concurrent. Note some vendors only supply software licences in batch quantities, so you may have to buy 5, 10 or 15 etc.

Maintenance costs are to cover when the software manufacturers update, alter or modify the product to correct faults, improve its performance or adapt it to work under new conditions. This is usually charged as a separate line item per software licence, as a set annual fee (a bit like insurance). Some resellers make maintenance charges compulsory – meaning you can’t buy licences without maintenance. If it’s not a separate item check it is included in the licence or support price. Don’t buy CRM software without maintenance.

The Price of Professional Services:

Here’s where working out the cost of a CRM project starts getting more involved. Unlike software licences, which have a clearly identifiable unit price, professional service costs are not directly user-based. What’s more, professional services costs can be the largest expense – mainly because they encompass such a wide variety of different tasks. They also vary due to installation type, degree of customisation, business, solutions provider, level of integration with other office systems and so on.

A good starting point to estimating the price of professional services is by producing a project-scoping document. Once you’ve identified your business requirements, a project scoping document will help show what needs to be done to realise these requirements. It’s recommended that you use an experienced project manager or consultant to produce this, which may of course incur a charge in itself. However, you may be able to negotiate on this if you choose to work with the CRM solutions provider who produces the scoping document.

Depending on the nature and complexity of your CRM project, the project-scoping document may include:

Business process analysis

CRM project specification

Sales, marketing, and customer service systems design

Internal resources required (you’ll need high levels of input, and hence staff time, from several key areas within your company)

Project Management

CRM system design

System build and configuration

Data import

Data cleansing

System installation

Various levels of training

Internal procedure rewrite, updates

Hardware installation and upgrades

Additional software requirements

Depth of system integration to other office systems

There are identifiable issues that affect each of these elements, the complexity of a CRM project and hence the level of professional services you require.

For example, the price of your project will be affected by how much ‘out of the box’ software functionality you intend to use and the level of system configuration required. The sophistication of your reporting requirement will influence system design, while the number of staff, their existing skills and the system complexity will affect the levels of training. Existing IT infrastructure will dictate whether you need to buy additional hardware and software, and degree of change to your current customer facing procedures will also influence overall costs.

Data is also an important consideration when determining the price of professional services. Depending on what you do with it, it can take up significant internal resources. Usually your own staff are the best people to work on your data because they work with it day in and day out. You need to think hard about the value of existing data: how much of it will you use, what format is it in, how much reformatting is required and how much cleansing is needed. Data that’s taken years to build up may be heartbreaking to part with, but similarly it can also be over-valued, particularly if it’s going to take up skilled staff time to assess, cleanse and reformat. Do you really need to keep details of contacts from web-enquiries four years ago? Or even six months? It depends on your business. If you’re going to clean your data, a new CRM project is the ideal time, but don’t underestimate the work involved.

Once you’ve identified the professional services you’ll need, you can cost each factor – usually by working through the scoping document with your CRM solutions provider.

Costs of System Support

The price of CRM system and software support will depend on what’s offered by your solutions provider and the level you choose to take.

CRM solutions providers vary in terms of what they offer and how much they charge. However, most will be able to offer some level of support. If they don’t, or you prefer not to pay for a support contract, then if a support issue arises it will probably be priced as a professional service.

A typical support structure may include:

User assistance and support – ideally via a dedicated support line. Make sure it uses trained support staff who can answer questions from all levels of user: from ‘How do I…?’ to technical details.

Administrator assistance and support – again this should be via a dedicated support line to address issues connected with the running of the system.

Supply of software corrections and revisions (may be included as maintenance).

“Bug” reporting and control.

Remote intervention and remote diagnostics – web dial-in, with controlled access.

Self Service – some of the better CRM solutions providers offer 24/7 access to an online support centre. These will typically allows you to find out how your issue is progressing and provide access to a knowledge base.

Other CRM support costs to consider are system administration, additional user training, on-site visits, system developments and additional licence installs.

So How Much does a CRM System Cost?

It depends on your business requirements, what you want to do and how you’re going to do it.

Make sure you involve key staff from marketing, sales, customer service, IT and finance. The factors which need to be taken into consideration when pricing a project can be quite subtle, particularly because of the different requirements between businesses. This is where the input from experienced CRM specialists can be invaluable.

As well as costs, an independent CRM specialist can advise the best software to suit your business needs – what you want to achieve from it, your sector, your customer requirements, how it will fit into your existing systems and processes, how it will integrate with other business software, and of course your budget.

Concentrix is a leading UK Independent CRM Specialist
. Formed in 1999, Concentrix
provides a full range of CRM Software
and related services, working closely with key providers including Microsoft, Sage and FrontRange.

Article Source: http://EzineArticles.com/?expert=Peter_Elgar

Microsoft Dynamics AX-GP-NAV-CRM: Trends & International Recommendations

Microsoft Dynamics project ? or formerly referred as Project Green should unify and modulate all Microsoft Business Solutions ERP applications: Microsoft Great Plains/Microsoft Dynamics GP, Microsoft Navision (former Attain) Microsoft Dynamics NAV, Microsoft (Navision) Axapta/Microsoft Dynamics AX. The challenge of unification probably will result in quality change for the unified interface, such as Web/Business portal/Microsoft Outlook & MS Office integration, Deployment of new technologies, such as Microsoft Sharepoint with workflow automation. Plus the development platform for Microsoft Dynamics products should shift from proprietary tools, such as Microsoft Dexterity, C/SIDE, MorphX (no confirmation for Axapta yet ? but we guess it should follow) to C# and VB.Net with VisualStudio. In this small article we will try to orient IT managers in Microsoft Business Solutions MRP products selection for international and regional markets.

? Microsoft Dynamics GP. The regional markets for Great Plains 9.0 and following Microsoft Dynamics GP 10.0 version will narrow: United States, United Kingdom, Canada: both English and French speaking, Australia, New Zealand, South Africa and other English speaking countries in Asia, Africa and Worldwide, plus Spanish Speaking Latin America. Microsoft Dynamics GP 10 will not be available for Germany, France, Belgium, Netherlands, Poland ? the last version localized for these European countries will be 9.0 ? June 2006

? Microsoft Dynamics NAV. Currently Navision has very good presence in Europe, including East Europe: Poland, Russia, Ukraine, Czech Republic, Slovakia. Microsoft also localized Navision for new markets, where it just moved in: Brazil for example ? it was interesting development in Brazil ? first Microsoft probed Solomon, then Microsoft Great Plains 7.5 and in 2004 replaced it with localized Navision

? Microsoft Dynamics AX. Microsoft Axapta, opposite to Navision or Great Plains where market shares are gained/divided and competition is based on renovations and product improvements, Axapta has great potential yet to be deployed, coming from its modern and very futuristic system design and architecture. Being targeted to upper mid-market and corporate clients Axapta shows very good progress on emerging markets: in Russia for example the number of Axapta installation is similar and comparable with the number of Navision installations. Plus, in 2005 large number of Microsoft Business Solutions gold certified partners rushed into Axapta consulting arena ? this is seen in the USA, UK, Australia and continental Europe. In Brazil currently MBS in local Portuguese Axapta launching mode ? localized for Brazilian tax code

? Microsoft Dynamics CRM. Is planned as front CRM solution for the majority of Microsoft Dynamics ERP system: integration with Microsoft Dynamics GP is available for GP 7.5, 8.0, 9.0 and CRM 1.2 and 3.0, Microsoft Navision ? through third party integrations, Axapta integration is planned. Microsoft has Microsoft CRM as worldwide product, so you should not have any doubts regarding your regional market.

? Competition. Oracle is on the way with Oracle Fusion project, aiming on Oracle Financials/Applications/E-Business Suite, PeopleSoft, JDEdwards and potentially Siebel integration. SAP with the purchase of new mid and small market ERP: SAP Business One and Mendocino ? for SAP R/3 is catching up

Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com

Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com
http://www.greatplains.com.mx
http://www.enterlogix.com.br
) – Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally. We are serving USA Nationwide: CA, IL, NY, FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Chicago, New York, Los Angeles, Phoenix, San Francisco, Denver, Seattle, Boston, Atlanta, Miami, Houston, Dallas, San Diego, Toronto, Montreal, Vancouver, Minneapolis, Washington, Baltimore, New Orleans, Austin, Kansas City.

Article Source: http://EzineArticles.com/?expert=Andrew_Karasev

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