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What Is A CRM System? (Objectives Of Using CRM)

Written By: Cliff Ford on October 28, 2011 No Comment

What is CRM – Organize Your Prospects and Clients

CRM (Customer relationship management) is a process that will help a company organize clients, new customers, sales marketing and more. CRM allows any company who uses it to enter data, store that data and allow employees in many departments to access that data in a secure way.

Some of the goals of CRM are listed for your review

  1. You can use CRM to build a bigger list of customers. This will help you to track your customer and see how to give the clients the products and services they want and need.
  2. You can use CRM to fill your sales pipe line and keep it full of clients to sell your product to.
  3. Cut marketing and sales costs by improving customer service and more.
  4. Attract new clients and keep in touch with existing customers.
  5. You can use CRM to help keep customers and offer up-sells and cross selling to increase sales.  

CRM will help you when it comes to developing marketing campaigns, turning those who respond into customers or giving them more information until they buy. CRM will allow you to track orders and offer continued customer support.   

What is a CRM System – Sales, Marketing, Service, Management

CRM can be used by your sales department, marketing department, customer service department, your management team and the executive team. Add CRM to your accounting staff and any where you see fit. The thing about CRM is that it can be customized by your CRM provider to fit the needs of your business.     

Free Download - CRM Excel Tool - TCO CalculatorFree Download: CRM TCO Calculator

With this calculator, you will be able to compare the Total Cost of Ownership (TCO) of more than 10 of the chief CRM systems.   The excel calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…   You will be able to plug in your numbers and compare the results between various CRM systems. This tool was created by CRM professionals – and is now available to our readers.   With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.   ==>Click HERE to Access the CRM calculation tool<==   

TCO line items include:

  1. Mobile
  2. Staffing
  3. Licensing
  4. User price
  5. Network
  6. Rollout/Implementation
  7. Support
  8. Hardware (incl. Server and Users)
  9. and more…

Free Download - CRM Excel Tool - CRM Feature ComparisonFree Download: CRM Feature Comparison

With this spreadsheet tool, you will be able to compare the features and details of the top CRM systems.   You will be able to compare and evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…    CRM evaluation topics include: Price/Licensing, Matrix of Features, Available Entities/Modules, Network/Hardware Platforms, and more…   

You will be able to view the pros and cons of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers.   Using this spreadsheet tool, you will be empowered to recognize the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more.   ==>Click HERE to Access the CRM Excel comparison tool<==   

CRM Comparison Topics include:

  1. Entities and Modules (e.g. SFA, Marketing, Service, etc)
  2. CRM Features
  3. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more).
  4. Network and Hardware (Microsoft, Linux, etc…)
  5. Costs and Pricing (Licensing, etc..)
  6. Industry/SIC/NAICS information  

Free Download - CRM Needs Assessment Document - Checklist of CRM RequirementsDownload Now: Free CRM List of Needs

With this excel tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models.   This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM.   ==>Click HERE to Download the CRM List of Requirements<==   With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers.   

Comparison Webinar: Salesforce vs Microsoft CRM 2011

This comparison between Salesforce.com & Microsoft Dynamics CRM 2011 will help you in your CRM evaluation. To view the on-demand webinar, click the image below.   

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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