| | Copyright |
| | Selected Titles from the Yourdon Press Series |
| | About the Series |
| | About the Series Editor |
| | Preface |
| | | What's the Book About? |
| | | How Do I Use the Book? |
|
| | Acknowledgments |
| | Chapter 1. What is CRM and Why is it Important? |
| | | Express Version |
| | | What is CRM? |
| | | Elements of CRM |
| | | The Benefits of CRM |
| | | Can CRM Technology Conquer All CRM Challenges? |
| | | CRM NirvanaWhat Is It and Is It a Worthwhile Goal? |
| | | Why Does CRM Fail So Often? |
| | | Is CRM Just for the Big Guys? |
| | | Can CRM Work If It's Not Integrated? |
| | | Does CRM Deliver Applications or a Tool Kit? |
| | | What's the Place of IT in CRM Initiatives? |
|
| | Chapter 2. Auditing your CRM System |
| | | Express Version |
| | | The Big Question: Do You Need A New CRM System? |
| | | The 5-Minute CRM Test |
| | | Detailed CRM Inventory |
| | | Bad Reasons to Get a New Tool |
| | | Good Reasons to Get a New Tool |
|
| | Chapter 3. Overview of CRM Selection and Implementation |
| | | Express Version |
| | | A High-Level View of the Entire Process |
| | | Success Factors |
| | | The Three Phases of CRM Projects |
| | | How Long Will it Take? |
| | | How Much Will It Cost? |
|
| | Chapter 4. The CRM Project Team |
| | | Express Version |
| | | What's a Good CRM Project Team? |
| | | The Executive Sponsor |
| | | The Project Manager |
| | | The Business Owners |
| | | The Super-Users |
| | | The IT Owner |
| | | The Technical Staffers |
| | | How Many Resources Does It Really Take? |
|
| | Chapter 5. Requirements Definition |
| | | Express Version |
| | | Why Define Requirements? |
| | | Creating a Requirements List |
| | | Structure of the Requirements List |
| | | The Vendor |
| | | Technical Architecture |
| | | Functionality |
| | | Implementation and Maintenance |
| | | Budget |
| | | Template Requirements Checklist |
|
| | Chapter 6. Shopping for CRM Systems |
| | | Express Version |
| | | Shopping with a Purpose |
| | | Creating the Long List |
| | | Evaluating Candidates |
| | | Creating the Short List |
| | | Sample RFP |
|
| | Chapter 7. Buying CRM Systems |
| | | Express Version |
| | | The Home Stretch |
| | | Checking References |
| | | Negotiating the Contract |
| | | Getting the Best Price |
| | | Preparing an ROI Justification |
|
| | Chapter 8. Selecting an Integrator |
| | | Express Version |
| | | What's An Integrator And Do I Need One? |
| | | When Do I Start Looking for an Integrator? |
| | | Tool Vendor or Third Party? |
| | | Finding Integrators |
| | | Evaluating Integrators |
| | | Negotiating With Integrators |
|
| | Chapter 9. Implementing CRM Systems |
| | | Express Version |
| | | Implementation Overview |
| | | The Kickoff Workshop |
| | | A Few Technical Notes on the Implementation |
| | | Testing |
| | | Training |
| | | The Rollout |
| | | Successfully Managing an Implementation |
| | | Care and Feeding of the Integrator |
| | | Involving the Users |
| | | Internal Promotion |
| | | Customer Promotion |
| | | Handling Implementation Problems |
| | | Post-mortem Review |
|
| | Chapter 10. Measuring Success |
| | | Express Version |
| | | Why Metrics Matter |
| | | Types of Metrics |
| | | Garbage In |
| | | Don't Be Average |
| | | Slicing and Dicing, Babushka-Style |
| | | More is Not Better |
| | | The Dashboard Concept |
| | | Streamline Delivery |
| | | Suggested Metrics |
| | | Where do I Go From Here? |
|
| | Chapter 11. Rescuing a Failing CRM Project |
| | | Express Version |
| | | Project Failures |
| | | Step 1: Assess |
| | | Step 2: Restructure |
| | | Step 3: Restart |
|
| | Chapter 12. CRM Resources |
| | | Web Sites |
| | | Magazines and Trade Publications |
| | | Books |
| | | Analysts |
| | | Conferences |
|
| | Glossary |
| | Index |