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White Papers


If you are just starting out and are looking for some basic ideas about CRM and how it can help your business the please download any of the following white papers.


 



Benefits of web-based CRM

The Benefits of Web-Based CRM

This white paper discusses the benefits of using a web based CRM solution as opposed to a on premise solution.

  • What is a web-based CRM.
  • Benefits of using a web based solution.
  • Conclusion.
 
Contact Management

Contact Management

What is an effective CRM solution and what should it deliver?

  • Contact Management Vs. CRM.
  • What does an effective CRM system have to have?
  • Conclusion
 
Sales Qualification

The Importance of Sales Qualification

Selling is always seen more of an art than a science. However without some formal process many companies are left wondering why they aren't making enough sales.

  • Qualification qualifies.
  • Qualification in your organisation.
  • Give your deals a MEDICAL.
  • Coaching your team for sales excellence.
 
Pipeline Management

Pipeline Management

Putting a CRM system in place will undoubtedly increase your sales but without effective pipeline management you could loose out when you least expect it.

  • Pipeline Management.
  • The need to understand your sales cycle.
  • The key building blocks.
  • Avoiding pipeline shortfall.
  • The importance of measurement.


 

CRM for marketing. CRM for Marketing

CRM for sales. How can CRM help my sales?

CRM for helpdesks. CRM for Help-desks

Can CRM help my admins? Can CRM help my Admin?

Marketing Sales Customer Service Data Marketing Sales Finance & Admin Customer Service Marketing Finance & Admin Customer Service Data Marketing Sales Finance & Admin Data Sales Finance & Admin Customer Service Data Workbooks CRM Professional Edition Workbooks Business Edition Notes and Attachments Dashboards Quotations Quotes to Invoice Custom Fields Outlook Marketing ROI Customer Data Web to Lead Survey