MosaicCRM White Papers Providing real insight to CRM and the Sales Process. MosaicCRM is passionate about sales and continually strives to provide our Clients with a solid understanding of CRM and how it can play a vital role in managing their objectives. Below are just a few of the many papers our Clients have found useful in their quest to analyze their needs, plan implementation and make the best use of their CRM tools. We would be happy to provide you with a complimentary copy. Managing CRM/Sales Force Automation Sales Force Automation should manage YOUR priorities. Executive Management Learning Program Managing through the changes brought about by automation means knowing what’s important and what to ignore. Exclusive to MosaicCRM  clients, we’ve developed this five part series that concentrates on developing the management skills and techniques necessary to succeed in a technology enabled selling environment. Planning CRM/Sales Force Automation Defining your CRM Solution. Many CRM initiatives lose focus, get muddled in technology issues and the vital business results you need are often ignored. MosaicCRM has prepared a guide to decide how CRM should work for you, defining what's vital and creating a priority list to drive results. This guide will help you consider your priorities and vital goals and objectives. This guide covers a broad range of topics including: Management Organization Sales Planning Measurement Reporting Market Segmentation Managing Customer Buying Cycles Automating Sales Messages and Activities Competitive Analysis and Strategy Needs Sales Training and Support Understanding Technology Enabled Selling What's driving CRM Solutions. Clients face daunting challenges to win the battle for the customer: expectations and relationship complexities require a high degree of customer knowledge. As a Business Strategy: How well you can manage your customer and sales force will dictate how well you can manage the sales process. This is a live presentation and we can focus on any number of components: Defining CRM for your organization Trends affecting CRM use CRM and new business models Database tactics Developing CRM Objectives Evaluating your CRM options Costs and Lifecycles Introduction to Sales Force Automation Defining your Sales Force Automation Solution. Clients new to sales automation often select a CRM program based on a host of features, bells and whistles. However, few pay any attention to how their CRM program will be used. This introduction sets out the five elements of CRM that form the basis of how an organization uses CRM and what it takes to turn data into sales results. There is no short cut to the process; meaning, not managing the essential elements will result in unusable data and general User temperament to ignore the program. Focus and Define Vital Account Data Sales Opportunity Organization Sales Activity Process and Management Essential Report Capabilities Managing with Accurate Data CRM Discussion Worksheet Defining Vital Objectives. Organizations must focus on their CRM initiatives on 'vital' factors which generally include increasing their competitive advantages, and how to accumulate specific client expertise in order to position you for future growth. How are you going to use CRM? Implementation and Roll Out Setting out defined Objectives Measurements Cost Analysis Timing CRM Cost / Risk Comparison Software vs. Hosted Application Costs. The CRM program is just the beginning. This concise analysis illustrates the true costs of CRM programs and some provocative thoughts on managing costs and performance needs. MosaicCRM Pipeline Management Tools Steps to a Total Business Management Solution. The role of sales management is arguably the most vital task necessary to produce sales. For the vast majority of cases and salespeople, understanding the tools and managing the report results is the single biggest factor in closing more business. Up to 45% of all sales efforts require identifying, qualifying and tracking Sales Opportunities. This is where MosaicCRM's Pipeline Management Tools can really make a difference. Defining Pipeline Opportunities Business Management Components Defining Customer Buying Cycles Automated Account Monitoring Techniques Managing Report Data Report Strategies Hosted CRM Solutions What to look for when selecting Hosted CRM Solutions. The term 'CRM' is a broad category that does little to describe its application. At this point we have two differentiators, or market segments: traditional software or the new ASP vendors (like MosaicCRM Hosted CRM) followed by a myriad of different interpretations. Knowing what's right for your organization, Clients must focus their CRM initiatives on increasing their competitive advantages in order to position themselves for future growth. Understanding CRM and User Differentiation Common Mistakes to Avoid When Choosing a CRM solution Overcoming Obstacles CRM Options Name: Company: Phone: Title: Email: Website: Best method to contact me: E-mail: Phone:   Privacy Policy | Acceptable Use Policy | Site Map Copyright © 2008 MosaicCRM. All rights reserved.