Book Image

The Art of CRM

By : Max Fatouretchi
Book Image

The Art of CRM

By: Max Fatouretchi

Overview of this book

CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you.
Table of Contents (15 chapters)
The Art of CRM
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Factors influencing vendor selection

We will cover vendor selection criteria more extensively in Chapter 9, CRM Differentiators, but for the sake of our discussions in this chapter, the most critical influencing factors regarding vendor selection are:

  • The overall capabilities of the platform in regards to the deployed option. For instance, the cloud has different capabilities than on-premise or hybrid.

  • The overall cost of the system, including the money you spend to buy, maintain, and operate it, as well as the ongoing costs.

  • Complexity and feasibility for customization, both initially and ongoing.

  • Both portability and deployment limitations. For example, the freedom to move between cloud and on-premise or hybrid.

  • The number of international data centers, including their location, compliance, and the regulations that they come with.

  • Training and skills required for the users, admin, and developers.

Don't worry if you want more information, as that is the focus of the next, and final, chapter. Right...