CRM Knowledge Base
Below are a selection of articles relating to Customer Relationship Management.
- How Long Does it Take to Deploy a CRM System? new
- How to Choose the Right Business Partner for your CRM Project
- An Overview of Customer Relationship Management (CRM) and CRM software
- CRM and Lead Management
- xRM - "Anything" Relationship Management
- Microsoft CRM: Much More Than One Piece of Software!
- The Evolution of CRM
- Top Ten Do's and Don'ts for CRM success
- XRM: The Evolution of Customer Relationship Management
- How to use CRM software for Competitive Analysis
- Why invest in integrated Accounting and CRM software?
- Hosted or On-Premise CRM – A brief guide
- Marketing Dashboards
- What is CRM?
- Why do companies use CRM?
- How much does a CRM system cost?
- What are independent CRM specialists?
- 15 Day-to-Day Benefits of CRM
- CRM for the Public Sector
- Is On-Demand CRM right for your Company?
PDF Downloads
- Security for your Finance and CRM Software 75 KB
- A non-technical introduction on how to ensure your systems are protected from the ever prominent security threats.
- Sage CRM – Standard and Advanced licences compared 72 KB
- This factsheet compares the features and functionality of the Standard and Advanced versions of Sage CRM.
The following documents are aimed at Microsoft Dynamics CRM project team members with either a technical or business interest in the solution.
- Microsoft Dynamics CRM Data Import Guidelines 80 KB
- This document provides high level information about the data import process and how data should be provided to Concentrix for import into a Microsoft Dynamics CRM System.
- Data Migration and Import Tools in Microsoft Dynamics CRM 60 KB
- Outlines some of the key differences between the Import Data Wizard and the Data Migration Manager in Microsoft Dynamics CRM version 4.
- Assigning, Owning and Sharing Records in Microsoft Dynamics CRM 123 KB
- Provides an insight into the options for assigning, owning and sharing records in Microsoft Dynamics CRM.
- Microsoft Dynamics CRM v4 Outlook Client Setting Options 625 KB
- Gives an understanding of the common client settings within Microsoft Dynamics CRM for Outlook.
- Email Routing Options for Microsoft Dynamics CRM v4.0 88 KB
- Provides high level information about the email routing options for Microsoft Dynamics CRM.
- Microsoft Dynamics CRM v4 Email Tracking and Activity Synchronisation 94 KB
- Information about the email tracking and activity synchronisation for Microsoft Dynamics CRM.
- Microsoft Dynamics CRM v4 Internet Facing Deployment 64 KB
- Provides an understanding of internet facing deployment of Microsoft Dynamics CRM, its configuration and factors you need to consider during implementation.
- Microsoft Dynamics CRM v4 Introduction to Custom Automation 62 KB
- Offers an insight into the options for customising Microsoft Dynamics CRM beyond adding entities, attributes and relationships.
- Microsoft Dynamics CRM v4 Introduction to Relationships 68 KB
- Information relating to how entities are linked within Microsoft Dynamics CRM and the various options that can be set.