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The whole system really saves us a lot of time.

Emilie Laurent, CCR Gestion

White Papers

Download free white papers from CRM and business experts. Get valuable tips, best- practices and advice on CRM and issues that facing your industry.

Aberdeen Group:
CRM in SME - Sized to Fit
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3 Keys to Preparing for CRM Success
Successfully implement best practices in CRM
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4 Steps to Monitoring Team Performance
Accelerate Sales & Improve Customer Satisfaction
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The Financial Realities of CRM:
A Guide to Best Practices, TCO and ROI (by Sheryl Kingstone, The Yankee Group)
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Realising CRM;
The effective process of implementing CRM
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Business Agility Series Report I :
Win New Customers: A Four-Phase Approach to Sales Success
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Business Agility Series Report II:
Business Intelligence: The Key to Optimising Sales, Marketing and Bottom Line Results
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Collection of Case Studies I:
How 5 Companies Increased Revenue and Profitability with Maximizer Enterprise
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Collection of Case Studies II:
How 5 Companies Increased Sales and Improved Productivity Using CRM Software
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Aberdeen Group: CRM in SME - Sized to Fit
This Aberdeen Group report examines the unique position of Small and Medium Enterprises (SMEs) in obtaining and retaining customers and market share. In February 2008, Aberdeen Group surveyed over 120 companies to identify the strategies, capabilities and enablers that Best-in-Class firms are using to improve the performance of their sales force. Learn how Best-in-Class SMEs have implemented CRM and lead management processes and technologies that have enabled them to achieve the best performance in their class.
  • Best-in-Class improved customer lifetime value by 25%, compared to Laggards reduction of 10%.
  • Best-in-Class companies have achieved an average 27% increase in deal size.
  • Best-in-Class increased the number of reps at quota by 20%, compared to a reduction of 2% for Laggards.

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3 Keys to Preparing for CRM Success-Successfully implement best practices in CRM
In this white paper, Maximizer Software's consultants will share their insight, based on years of working with businesses of all sizes to successfully implement best practices in CRM. Learn how to establish project leadership, create a successful implementation roadmap, and work with staff to facilitate user adoption and positive change.

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4 Steps to Monitoring Team Performance-Accelerate Sales & Improve Customer Satisfaction
As a strategic business initiative, customer relationship management (CRM) software is designed to help companies accelerate sales while enabling staff to keep every customer satisfied. But your software is only as good as your business processes and your processes are only good if employees are adhering to them. So monitoring your team’s performance and tactical execution becomes critical - not only to the success of a CRM implementation – but to the growth and success of your business.

In this report, you will find four key steps to monitoring your sales and customer service teams in order to ensure they are on a path to success - to accelerate sales and improve customer satisfaction!

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The Financial Realities of CRM:
If you're a small or medium-sized business thinking about investing in CRM solutions to give yourself a competitive edge, get this latest report from The Yankee Group. With this guide, gain insight into issues you need to consider before purchasing and implementing a CRM solution.
 
Here's what you will learn:
  • The new approach to evaluating CRM options based on your needs
  • A framework for measuring the Total Cost of Ownership (TCO) of a CRM solution
  • TCO results from Kingstone's survey including hosted and licensed options
  • How to link your CRM initiative with business performance to measure return on value
  • How to measure CRM return on investment (ROI) using Key Performance Indicators
  • Yankee Group's recommendations on CRM vendor selection and implementation


Author: Sheryl Kingstone, CRM Strategies Program Manager, The Yankee Group

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Business Agility Series Report I
Competition is tough. Today's top organisations are more nimble and better equipped to win new customers. How is your company going to win more customers as each customer relationship becomes more valuable? With this CRM spotlight from Maximizer Software's Business Agility Series (Report I), understand how to adopt a Four-Phase process using sales best practices to
boost your bottom line and remain competitive, including:
  • Walking away from the losing propositions while focusing your sales time on qualified opportunities
  • Creating a win-win situation for your sales staff and your customer
  • Identifying buyer motivations and building credibility
  • Critical skills required for sales people to compete in today's world


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Business Agility Series Report II
Creating actionable business intelligence is a key success factor for any company wanting to boost their performance to new levels. Companies of all sizes face cut-throat competition and need every tool they can get their hands on to increase marketing efficiency, improve sales effectiveness, and strengthen customer relationships in a cost-effective way. With this CRM spotlight from Maximizer Software's Business Agility Series (Report II), learn how to create actionable business intelligence with a customer relationship management (CRM) solution and be empowered to:
 
  • Make informed decisions about which marketing campaigns work best
  • Quantify performance of sales representatives and coach them by determining specific areas where improvements are needed
  • Increase customer retention
  • Determine the best ways to cross-sell and up-sell existing customers
  • Capture customer insights into how products and services can be enhanced and create a feedback loop for customers


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Realising CRM; The effective process of implementing CRM
Customer Relationship management requires a focus and commitment by business in order to become a value centre. CRM can not be seen as a mere technology investment which is purchased, deployed and then delivers value in itself. Instead, CRM is a concept that must be realised within the organisation and with the support of its staff. For full effectiveness, CRM must be seen as an ongoing goal in order to stay in line with business objectives and be able to change with the enterprise.
  • Learn how to use CRM to best enhance your business performance
  • See how effective CRM can provide your business with high intelligence solutions        
  • Learn what are the elements that need to be aligned within your business for a successful implementation of CRM
  • Learn how to incorporate people, process and technology in an effective strategy to bring the most value out of your CRM solution


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Collection of Case Studies I
Realigning a company's employees and processes to focus on customer satisfaction is not always easy. The sales department is focused on closing deals, the marketing department is focused on generating leads, and the service department is trying to pull in their own revenue - so who's job is it to care about the customer? It's everyone's job.

For these companies, having the leadership to create a customer-focused business strategy and corporate culture was the first step. Redefining processes and providing staff with the tools to service the customers was the second step.

Learn how Senior Flexonics Pathway, Wilden Pump & Engineering, Ipsos-Reid, The Oxford Princeton Programme, and Connect Tech are winning with a customer-focused culture, redefined business processes, and CRM software tools.

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Collection of Case Studies II
CRM is about creating relationships that yield maximum value over the entire customer relationship by selling, marketing, and caring for customers based on their specific needs and preferences. Leading companies are redefining and implementing customer-facing processes in CRM software to build profitable customer relationships and stay competitive.
In this white paper, learn how the following companies in various industries were able to build their processes inside Maximizer Enterprise in order to improve productivity and in turn, meet their sales revenue and growth objectives:
  • W&O Supply, Inc. (manufacturing)
  • Scotia McLeod (financial services)
  • Dolphin Software (high-tech)
  • Mathusek (manufacturing)
  • StemCell Technologies (bio-tech)


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