Making a User-Centric CRM Investment

CRM Investment - End Users

CRM Investment - End UsersThe decision to make a CRM investment is an important one for both management for the ultimate end users of the selected system.  Normally, management only decides to invest in a CRM system because they believe the company will receive a positive ROI within a reasonable period of time.

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Vertical Market Software vs. Customized CRM

Vertical Market Software

Vertical Market SoftwareOver the years, many vendors have developed vertical market software applications — applications designed from the ground up for a specific industries. Contact management and CRM applications have been created for real estate, investment banking, wealth management, consumer banking, pharma, semi-conductor manufacturing, non-profits and a variety of other vertical markets.

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CRM Leads – How to Get More of Them

Generating CRM Leads

Generating CRM LeadsWill additional CRM leads be a natural byproduct of a new CRM system?  A switch to a new CRM system can do a lot of positive things for your company such as reducing costs, increasing sales effectiveness and improving customer service. However, can a CRM system, in and of itself, produce additional CRM leads for your sales team to follow up with?

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Customer Support – CRM vs. a Point Solution

Customer Suppport - CRM vs Best of Breed

CRM Customer Support or Best of BreedIf your company provides customer service or technical support directly to end customers, is the customer support functionality that’s available within most leading CRM systems sufficient for your organization’s needs?

Or should you consider a best of breed, online customer support system (a “point solution”), that’s separate from your main CRM system?

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5 Questions to Ask a Prospective CRM Consulting Company

CRM Consulting Company Interview

CRM Consulting Company InterviewYour company is switching to a new CRM system and you are interviewing CRM consulting companies as part of the process. While there are a lot of companies that provide consulting services, which one will provide the best, long term value to your business? Here are five questions to ask of a prospective CRM consulting company.

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Microsoft CRM Browser Compatibility

Using Firefox as Microsoft CRM Browser with IE Tab 2

With a variety of available Web browsers, questions often surface about Microsoft CRM browser compatibility.  Some of these questions come from Windows users and some come from Mac users. We’ll address each of these two operating systems in turn and also suggest several workarounds.

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5 Reasons Companies Invest in CRM

Why Companies Invest in CRM

At CRM Switch, being true to our brand, we mainly cover topics around switching from a contact manager or from an old CRM system to a new CRM system. However, there are many companies that have never implemented any kind of CRM system. People at these companies are wondering why their company should invest in CRM for the first time.

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5 Reasons Companies Migrate to a New CRM System

Migrate to New CRM

Migrate to New CRMOver the years, your organization has invested a lot of time and money into its CRM system or contact manager.  The internal and external costs of implementation, customization, user support and upgrades have been significant.  However, the technology has not kept up with your business needs and the pain is starting to set in.

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CRM Ease of Use vs. CRM Adoptability

CRM Adoption

CRM AdoptionOver a decade ago, when CRM was a relatively new technology, certain systems were notorious for being difficult to use — particularly for salespeople.  CRM implementations suffered from low adoption rates and many ultimately failed. This lead to a big push toward application “ease of use”. Product managers began to focus on usability as much as they focused on functionality.

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The Essential Steps of a CRM Data Migration

CRM Data Migration Steps to Cloud CRM

CRM Data Migration Steps to Cloud CRMA proper CRM data migration is often more than a simple point and click proposition, despite the ability of CRM applications to import data and despite the existence of off the shelf data migration tools.  What are the factors that make the ultimately most cost effective data migration more than a basic, technical procedure?

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5 Reasons Companies Upgrade Their Old CRM System (Instead of Buying a New One)

CRM Upgrade

CRM UpgradeMany companies choose to perform a CRM upgrade of their existing, legacy contact manager or CRM system rather than switching to a new system.

The upgrade of an existing system is sometimes needed to support newer versions of operating systems and office suites.  Companies also upgrade in order to take advantage of new features and functionality provided by the vendor.

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Sage CRM vs. Salesforce

SageCRM vs Salesforce

SageCRM vs SalesforceIf you are switching from a contact manager or a legacy CRM system to a new CRM system, Salesforce and Sage CRM may be among the applications you are considering.  Let’s look at both the similarities and differences between these two CRM applications.

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8 CRM Data Migration Best Practices

CRM Data Migration Best Pratices

CRM Data Migration Best PraticesCRM data migration can be performed in a “quick and dirty” fashion, or it can be done with careful forethought and execution.  With the right preparation and planning, a new CRM application will be easier for end users to work with and and will result in data that can be segmented for marketing purposes in a more meaningful way.  It will also provide more accurate management reports.

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Using Flat CRM Fields vs. Related CRM Tables

Relational Data in a Flat File Database

Certain legacy contact managers do not allow for the creation of custom tables (objects). As a workaround, when there are multiple occurrences of the same type of data, a series of flat fields are created. For example, a set of Properties that relate to a Contact might be tracked within a tab as four sets of matching fields as shown here:

Relational Data in a Flat File Database

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