CRM Automation

Step 4: Employ Technology Smartly

Select information technology and systems that utilize open architecture, thereby making it easy to enhance and enlarge the system over time. Look for software applications that are modularized and can be easily integrated into or interconnected with your existing information databases. Ensure that the technology you select is portable. For example, it uses UNIX, NT, CORBA/COM/DCOM (Java/ActiveX) and other such standards. For firms conducting business between the field and headquarters, or across regions, select software applications that are network compatible and that permit easy Web connection and/or data synchronization between information held on field computers and information held on regional or headquarter ...