Tutorials

Tutorials

• Open source CRM tutorial

  Get an overview of open source CRM software and learn about the advantages and disadvantages of open source software and the open source business model.  Continue Reading

• Choosing an open source CRM vendor

  Get help choosing an open source vendor and finding the best open source CRM system for your needs. Read about open source applications from SugarCRM.  Continue Reading

• Open source CRM implementation

  Learn best practices to follow during an open source CRM implementation and get tips for using open source software. Also, read open source CRM case studies.  Continue Reading

• Evaluating open source CRM software

  Get started evaluating open source CRM software and find out if the open source model is right for you. Also, learn about open source for small businesses.  Continue Reading

• SaaS and On-Demand CRM Learning Guide

  This guide covers the pros and cons of SaaS CRM, definitions of SaaS and on-demand CRM terminology, industry news and trends, information about SaaS CRM software providers and tips for evaluation and implementation of SaaS CRM systems.  Continue Reading

• SaaS and CRM on demand vendor guide

  Use this CRM OnDemand vendor guide to evaluate the on-demand CRM market and get a complete SaaS CRM product and SaaS vendor overview.  Continue Reading

• SaaS CRM software evaluation and implementation

  This section of the SaaS and on-demand CRM guide covers the evaluation and implementation process of SaaS CRM. Find out the pros and cons of SaaS CRM as well as common challenges that business face with on-demand CRM software.  Continue Reading

• SaaS CRM industry news and trends

  This section of the guide offers an overview of SaaS and on-demand CRM vendors and the competition in the industry.  Continue Reading

• Mobile CRM basics

  This section of the Sales Force Automation Learning Guide features an introduction to mobile CRM, including benefits of mobile technology and case studies of mobile success.  Continue Reading

• Salesforce Automation Learning Guide

  This sales force automation (SFA) guide covers critical components of building and managing a successful and effective sales force. Learn how to get started with a sales strategy, the most important things to evaluate in sales force automation ...  Continue Reading

• Evaluating sales force automation (SFA) software vendors

  In this section of the sales force automation (SFA) guide, review top vendors and options including hosted SFA to help you decide if SFA is the right choice for your organization.  Continue Reading

• Effective sales management

  Learn how to develop effective sales management strategies for sales force automation software in this section of the Sales Force Automation Learning Guide. Find tips to increase end user adoption and learn how to manage sales incentives.  Continue Reading

• Customer service excellence best practices: Tip #6

  In the final tip of the series, learn about customer service best practices and read case studies of organizations that achieved customer service excellence.  Continue Reading

• Change management in a customer service strategy: Tip #5

  This tip provides ways that change management should be incorporated into a company's customer service strategy and how it can contribute to overall customer service excellence.  Continue Reading

• Building a customer service strategy with organizational leadership: Tip #4

  Find out how organization-wide leadership and values affect customer service strategy in this fourth tip in the customer service excellence series.  Continue Reading