Vendor Research

This research aims to contextualize the current Customer Relationship Management (CRM) market for vendors and solution providers. It provides survey-based data and analysis to help these groups more effectively market and sell CRM solutions.

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.

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...

Solution Set

Organizations are expected to meet increasingly complex customer demands, and this, along with increasing interaction volumes (due in large part to social media), means that customer relationships can no longer be managed by simple tools. In...

Template/Policy

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features for a Customer Relationship Management (CRM) Suite.

Tool

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

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.

Note

The environment in which organizations 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...

Tool

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

Tool

This tool will assist you in determining the value to your organization of a stand-alone Customer Service Management (CSM) platform.

Template/Policy

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features for a Customer Service Management (CSM) platform.

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Service Management (CSM) platform.

Solution Set

Effective collaboration is a necessity for knowledge-driven organizations. Select the right collaboration platform to empower your employees.

Video

At Dreamforce 2011, Salesforce.com unveiled more capabilities in the areas of enterprise collaboration and platform as a service (PaaS). The company is making it clear that it wants to be thought of as a cloud-based strategic partner in the...

Note

Evaluating and selecting the right collaboration platform can be a daunting task with many emerging new features and shifting delivery options. Use this research to streamline the selection process and choose the best collaboration platform for...

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a collaboration platform.

Template/Policy

Use this template to help create a request for proposal (RFP) that lists a collaboration platform's features according to your organization's requirements.

Tool

After responses to an RFP have been received, enterprises considering collaboration platforms need a way to compare potential solutions. Use this RFP scoring tool to record and evaluate features across vendors.

Template/Policy

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features.

Note

Info-Tech's buyer's advice will help you optimize spending on salesforce.com and avoid buyer's remorse.

Salesforce.com is the Software-as-a-Service (SaaS) CRM leader and is quickly increasing its marketshare, shaking off early SaaS myths that plagued the market. Complex integration with other applications within the organization remains the...

Note

In the last few years, the mid-market CRM landscape has changed due to the emergence of Software-as-a-Service (SaaS) into the mainstream market and changes in consumer needs and buying behavior. Examine the summary findings from a recent...

Scribe Insight is a simple data integration tool that allows organizations to connect on-premise or SaaS business applications, including Microsoft Dynamics CRM, with almost no programming. Consider Scribe Insight for importing data, integrating...

Software as a Service (SaaS) has definitely taken a major evolutionary step forward in the past year. SaaS vendors are beginning to leverage positive network effects by enabling direct integration at the multi-tenant platform level between...

Management of a donor database is one of IT's many roles in a non-profit. Choose a system to efficiently store, organize, and segregate this information to better manage donor relationships, create more targeted and effective campaigns, and...

At the recent 2008 Salesforce.com "Dreamforce" conference, Salesforce.com unveiled several new features and products. The most noticeable was formal integration with social networking giant Facebook.

The Software-as-a-Service (SaaS) delivery model is impacting the Customer Relationship Management (CRM) project lifecycle. Understanding the impact that SaaS has on CRM is necessary to achieve successful on-demand CRM implementations.

Tool

Customer Relationship Management (CRM) is experiencing a resurgence in enterprises of all sizes, following market consolidation over the last five years. New market trends, such as Software-as-a-Service (SaaS) and application development trends...

The Customer Relationship Management software market is growing once again, especially those solutions focused on increasing demand in small enterprises. The high-end of the market underwent consolidation (i. e. Siebel, PeopleSoft and Oracle)...