Posts Tagged ‘’

Do You Know the 5 Levels of CRM?

Saturday, July 19th, 2014


The Five Levels of CRM by Ross & Ross International


Ten years ago, there were a few dozen CRM Systems available from ACT (for Small Businesses) to Siebel (for Large Enterprises).  In the past, you bought the software once, paid for the implementation and then paid an annual support fee…forever.

Today, there are hundreds of CRM Solutions for all size businesses –  from a one-person company Small Office (or Home Office) to tens of thousands of employees in a Fortune 100 company. Now all the leading CRM Solutions are built with Cloud and Mobile Technology (or they’re rewriting their old CRM software using the new technology). You typically pay an implementation fee and an on-going monthly fee per user per month…. forever.

Many business people are very confused about what CRM is and how to best use it. So let’s review a brief definition of CMR according to Wikipedia:

Customer Relationship Management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.

Since there are so many solutions and so many vendors that use the “CRM” definition in so many ways, we decided to help summarize the different levels of CRM in Business.

There are five typical levels of CRM in business today. Which level is your company?


(more…) Systems Administration Self-Paced Training

Friday, July 18th, 2014


Over the last five years, has become very complex to successfully implement and manage.

However, the CRM System is still very easy to just turn on with their standard configuration and start working. It’s quick, not too painful and many companies just do that.

Unfortunately, the standard process, forms and reports very often don’t match what the company sales team really needs to be productive… and over time, sales people stop using parts of the system, the customer database gets very dirty and sales managers go back to using spreadsheets to prepare their forecasts, usually over the weekends.

Most companies need some help improving their system.


Low-Cost Way to Share Files on the Web in a Small Business

Monday, August 1st, 2011

photo credit: by nokhoog buchachon

Question from a Manager

I was looking to store some company files (powerpoint presentations, excel workbooks, etc) in the cloud securely and inexpensively.  That way my other managers and partners can access them and upload updates.  Sort of like a Microsoft Share-point without the overhead.  Any suggestions?  ….keep reading for the answer!


CRM Magazine Announces Winners of 2009 CRM Market Awards

Friday, October 2nd, 2009

CRM Magazine published a list of the top CRM vendors in June 2009.  This is the 8th year of their survey.

CRM magazine “honors the vendors, consultants, and end-user companies that focus on customer relationships and the customer experience through the sophisticated integration of people, processes, and technologies. In each of 10 categories, the magazine named one Market Winner, denoting the highest score compared to its peers. Each category also produced four Market Leader awards and One to Watch.”

Click on the link below to find the best CRM vendors in the industry.  Keep in mind that the “best” can also be very expensive to implement and maintain.

2009 CRM Magazine Announces Winners of 2009 CRM Market Awards

2008 CRM Magazine Announces Winners of the 2008 CRM Market Awards

Note: CRM = “Customer Relationship Management”