5 books on CRM software [PDF]

October 30, 2024

These books are covering customer data management, sales automation techniques, CRM integration with marketing tools, analytics and reporting features, user interface design, best practices for user adoption and strategies for improving customer relationships.

1. Your Surefire Guide To CRM Success: No More Leaving Money On The Table
2015 by Matt Mountain, Randy Davis



In "Your Surefire Guide to CRM Success: No More Leaving Money On The Table," acclaimed Salesforce.com experts Matt Mountain and Randy Davis offer invaluable insights into the pivotal decision of implementing Customer Relationship Management (CRM) software. This comprehensive guide outlines the strategic steps to ensure a profitable CRM integration, addressing critical aspects such as setting clear organizational objectives, fostering alignment among employees, and harnessing CRM for not just sales, but also marketing, operations, and customer service. The authors emphasize the customer-centric benefits of CRM while providing a roadmap for ongoing software optimization and expansion. For companies contemplating the adoption of CRM, this book is an indispensable resource.
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2. Implementing SAP CRM: The Guide for Business and Technology Managers
2014 by Vivek Kale



In the contemporary competitive business landscape, companies recognize the significance of effective customer relationship management in driving success. Customer Relationship Management (CRM) software systems are instrumental in managing customer-facing processes. Yet, the implementation of CRM systems has been hindered by a lack of comprehensive resources on the subject. "Implementing SAP® CRM" aims to bridge this gap by providing a definitive guide. This book facilitates both technologists and managers in comprehending the vision, concept, and technology of CRM. It establishes a foundational understanding of CRM, elucidates its context, and underscores the tangible business advantages of CRM adoption. With a professional approach to SAP evaluation and selection, it delves into the critical success factors (CSFs), patterns, and anti-patterns necessary for a prosperous SAP CRM implementation. The book emphasizes that CRM implementations can significantly enhance a company's bottom line, but only if the organization first transforms itself into a customer-centric and customer-responsive entity. It outlines the principles of being customer-centric and responsive, offering a framework for business operations grounded in customer relationships rather than the conventional four Ps (product, positioning, price, promotion). Additionally, it provides insights into business process reengineering (BPR) strategies for aligning internal processes and operations with SAP CRM to enhance customer-focused strategies, services, and relationships.
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3. Customer Relationship Management: Concepts and Technologies
2009 by Francis Buttle



This authoritative textbook provides a comprehensive exploration of Customer Relationship Management (CRM), covering what CRM is, the advantages it offers, its various applications, implementation strategies, and the deployment of CRM technologies to facilitate customer management strategies and objectives. It delves into the use of CRM throughout the different stages of the customer life cycle, including customer acquisition, retention, and development, while also examining the involvement of various management disciplines, such as marketing, sales, IT, change management, human resources, customer service, accounting, and strategic management. This revised edition incorporates additional features, including a Tutor Resource pack for instructors, practical case examples, and screenshots of CRM software applications. With a logical structure and case illustrations, student readers will find it highly accessible, while managers will value its impartial approach and independent guidance for those engaged in CRM initiatives and system implementations. This second edition has undergone a complete revision and update, including the addition of eight new chapters.
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4. CRM in Real Time: Empowering Customer Relationships
2008 by Barton J. Goldenberg



Drawing from over two decades of experience, this comprehensive manual offers a practical guide on the successful implementation of Customer Relationship Management (CRM), currently the world's largest revenue-generating software application. Merging valuable insights with a unique roadmap, this publication sheds light on the multitude of essential factors that play a role in utilizing people, processes, and technology to achieve an elevated level of customer satisfaction and loyalty. Covering aspects ranging from team structuring and operational adjustments to data integrity and security concerns, this resource equips CRM users and their organizations to adapt to evolving market demands, significant technological advancements, and the realm of wireless connectivity. Addressing real-time challenges from diverse perspectives, this useful reference also includes a set of appendices with examples of the sales process, software solutions, service providers, and a glossary of terms.
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5. Microsoft CRM For Dummies
2004 by Joel Scott, Michael DeLisa



"Microsoft CRM For Dummies" serves as a user-friendly handbook for both novices and experienced individuals seeking to gain proficiency in utilizing this CRM software. It provides comprehensive insights into the essential functionalities of Microsoft CRM, including integrated sales and service modules, capabilities for managing leads and sales opportunities, comprehensive contact history, automated event reporting, a robust knowledge database, and specialized reporting tools for precise sales strategies and performance assessment.
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