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Customer Relationship Management Software Selection
Guide for The Mid Market
 
Table of Contents
Preface.................................................................................................................................
About the Author...................................................................................................................
Contributor Biographies..........................................................................................................
How to use this book.............................................................................................................

Introduction
Why CRM Now?....................................................................................................................
How to choose......................................................................................................................
Snowflake model...................................................................................................................
Business Process model.......................................................................................................
What to look for.....................................................................................................................
Sales Force automation.........................................................................................................
Service and support...............................................................................................................
Usability...............................................................................................................................
Solution Realization - implementation, costs............................................................................
Evaluating the developer.........................................................................................................
Integration with other applications...........................................................................................
Technology...........................................................................................................................
Internal support.....................................................................................................................
International..........................................................................................................................

Ratings Table
Usability and productivity........................................................................................................
Marketing.............................................................................................................................
Sales Force Automation.........................................................................................................
ERP integration.....................................................................................................................
Service/support.....................................................................................................................
Reporting/analytics................................................................................................................
Technology...........................................................................................................................
ASP only..............................................................................................................................

CRM Product Notes and Technical Information Table
Product Notes.......................................................................................................................
Vendor Information and Technical Notes..................................................................................
Best at Ratings.....................................................................................................................

CRM Case Studies
Seibel...................................................................................................................................
SalesLogix............................................................................................................................
ACT.....................................................................................................................................
ACCPAC eCRM....................................................................................................................
GoldMine..............................................................................................................................
Lessons Learned Overall........................................................................................................

Appendix:
Microsoft Business Solutions Literature

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ix


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4
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8
11
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14
17
22
23
25
29
32


1
3
7
10
12
13
14
18


1 - 28
29 - 35
36


1 - 9
10 - 12
13 - 16
17 - 22
23 - 24
25

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