The User Guide to Enterprise Customer Relationship Management (CRM) Automation

March 14, 2011

If you are planning to buy a new customer relationship management (CRM) solution or make a major change to the solution you already have, The User Guide to Enterprise Customer Relationship Management Automation (the Guide) is a good place to start.

Published annually, the Guide is complete review of the major CRM software packages available to buyers. Each software package was evaluated against 217 business functions, technical features, implementation capabilities, real time features and user friendliness/support criteria. During the review, CDC Pivotal CRM was selected among the top 15 CRM software solutions.

Learn more including:

  • Commentary about each of the CRM solutions evaluated
  • The “people issues” you must consider when conducting a new CRM deployment
  • Process challenges to plan for when implementing CRM, such as change management
  • Ten steps to a successful CRM implementation

The Guide has been produced since 1990 and is considered a primer for anyone looking at implementing CRM.

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