Tool

This tool will assist you in determining the value to your SMB of a standalone Customer Relationship Management (CRM) suite, as well as best-of-breed point solutions for sales, marketing, and customer service.

Note

The environment in which SMBs manage relationships with their customers is always changing, and new technologies are making it imperative that organizations deploy the correct customer management strategies and tools. Deciding which CRM suite...

Tool

Once RFP responses have been received, organizations selecting a CRM suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively evaluate vendor responses.

Template/Policy

Use this customizable template to create a Request for Proposal (RFP) that includes the Customer Relationship Management (CRM) features that your organization requires.

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your SMB requires in a Customer Relationship Management (CRM) Suite.

Solution Set

The corporation no longer dictates what the customer wants - the customer is now the real decision maker. SMBs are expected to meet increasingly complex customer demands, and this, along with increasing interaction volumes (due in large part to...

Template/Policy

This tool will help enterprises create a successful CRM business plan in an iterative manner, adding value on a project by project basis.

Solution Set

The complexity of product portfolios and customer service inquiries, as well as increasing interaction volumes (due in large part social media), means that customer service can no longer be conducted with simple tools. Many organizations require...