July 2017
Beginner to intermediate
360 pages
8h 21m
English
Content preview from CRM For Dummies
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Chapter 3
Choosing the Best Software
IN THIS CHAPTER
Deciding SaaS, building, or buying
Deciding what you need in a vendor
Picking software that’s best for you
Training users on the CRM
Getting your security in place
Picking the right CRM software is no small task. Because the CRM you choose will be a vital part of your sales, marketing, and operations, it’s critical you make the best choice with all the information you can find. Every company has goals and challenges, and the better you understand exactly how you operate today and what your vision of the future is, the easier you can implement CRM into your business. There are many aspects to a CRM, so you need to define your requirements and find the best CRM vendor to match those requirements.
In this chapter, you develop CRM decision-making tools and get access to the resources available to help you make the best decision. It’s important to remember that one size does not fit all. There’s a reason the CRM software market has so ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.