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CRM Resource Kit

Sep 10

Sage has produced a number of white papers to give you independant advice on CRM and your business. In order to request any of the following white papers, simply email your name, business to crm@pinnacle-online.com

Click to downloadCRM and Your Business To get you on the road to CRM enlightenment Sage has developed a straightforward, no-nonsense jargon free guide to understanding CRM and how this can make you the company hero. This guide walks you through twenty or so very clear business benefits for your organisation. We don't talk product here, just real benefi ts that your organisation could realise relatively quickly even with a modern investment in CRM.
Click to downloadRules of the Road for CRM This guide uses our experience to help your organisation to navigate through the sometimes confusing path to successful CRM deployment and how your business can be transformed through a modest investment. Example topics:
  • Why Middle Market CRM is different.
  • The Core Components of CRM
  • CRM is for the Whole Company not a Department
  • How to Focus on the Goals not the Problems
Click to download

How to Choose a CRM System A practical guide that has been designed to help you build a business case for a CRM system, form an effective project team, ask the right questions, identify the challenges and much more.

 

 

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