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Whitepapers

When defining Customer Relationship Management (CRM), most people are likely to think in terms of software. This is understandable. Well-integrated CRM solutions should be ubiquitous within a CRM-savvy business; it's only natural that people associate the two. However, if you're somebody looking at CRM solutions for your business, it's crucial that you make the following distinction: a software solution isn't the same thing as an all-encompassing business strategy.

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Implementing a CRM solution is perhaps one of the best business strategies a company can make. However, it is not without its financial reservation. CRM systems can be expensive; but used correctly, they yield substantial results, and not just financially. A company can vastly improve its overall efficiency and productivity when properly administering a CRM solution.

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Millions of organizations today are still using Excel® spreadsheet software to manage their customer data; Excel® software has become the default data management system across the board for small businesses. Sadly, many organizations consider this to be their only realistic option when it comes to organizing and managing customer data. This whitepaper discusses the disadvantages of using the Excel application over more sophisticated Customer Relationship Management (CRM) options.

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Just made the decision to shop for and purchase a CRM? Now, it’s time to filter through the host of online information, recommendations, and optional application solutions. To help guide this decision, this whitepaper traces the top 10 considerations that should be taken into account before making the actual purchase. Empowered with the necessary information and tools, the whitepaper aims to assist in making the best and most-informed decision.

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IT professionals responsible for managing a customer database project are likely to be very familiar with the challenges that come with the job. Typically users have unrealistic expectations, deadlines are not met and it is challenging to stay within budget. As a CRM professional services provider and developer of several customer database applications, Intelestream knows these challenges well. In order to make the process smoother, we have come up with some tips and tricks that will ensure any customer database project is a success.

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As a response to the growing popularity of Social CRM, Intelestream has recently published “Understanding and Harnessing the Power of Social CRM”, a whitepaper that aims to take a practical look at the subject and remove confusion for customers. The whitepaper defines the concept of Social CRM, offers strategies that can help organizations better leverage social networking as part of their overall customer management strategy, and outlines steps that businesses can take to develop a tangible integration between social networking and traditional Customer Relationship Management.

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The road to CRM User Adoption is paved with challenges. Employee resistance, turnover, insufficient funds and time, and lack of preparation are some of the main problems. Intelestream, a CRM veteran, has witnessed several of the issues inherent in failed CRM adoptions. The Chicago-based industry veteran provides solutions and tips that every company should consider when shopping for a CRM.

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This white paper will answer common questions that arise when small businesses are faced with the challenge of selecting an affordable, yet functional CRM solution. The white paper will start by providing a high-level overview of CRM. Next, it will compare three popular CRM solutions specifically designed for small, but growing companies including the Salesforce.com Professional™ edition, the SugarCRM Professional Edition™ and the Intelestream intelecrm™ Premium Edition. The comparison takes into account deployment options, total cost of ownership, number of users, customization options, core functionality, customer support options and the additional features offered by each vendor.

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SugarCRM will soon be discontinuing support on 4.x so now is the time to upgrade to the new 5.0 platform. With an assortment of new enhancements and functionality, the 5.0 feature set will improve your CRM instance and delight your users. Because the 5.0 architecture is drastically different from 4.x, proper due diligence and care is needed in order to migrate existing customizations and ensure that the move is smooth. Download the "Open Source CRM Upgrade Assessment" datasheet to get details on Intelestream's approach to the 5.x upgrade. As former employees of SugarCRM, Inc., we have all the details.

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With a team of former SugarCRM, Inc. employees and hundreds of CRM implementations under their belt, Intelestream is in a unique position to comment on their experience with the Open Source CRM application. Download the "Lessons Learned" whitepaper to read about the 9 most challenging issues with deployment.

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Email is becoming the most widely used method to deliver relevant and timely messages to prospects and customers. Whether you are indicating that a service contract is about to expire, announcing a new product, or notifying a customer that an invoice is overdue, email is used because it saves you time, resources, and increases efficiency. Intelestream Email Campaign Services will help organizations drive revenue, increase customer satisfaction, and reduce overhead by utilizing a variety of software and services. Want to learn more? Download the “Intelestream Email Services” datasheet for further information.

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Getting the most out of your CRM application starts with the right support. Partnering with Intelestream allows your organization to receive the benefits of an expert staff and decades of CRM experience. Download the "Intelestream Extended Support" whitepaper to read about a variety of support packages that can help an organization maximize their CRM implementation.

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