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There are many articles on Customer Relationship Management (CRM) and its benefits. However,
most articles cater to large organizations and don’t concentrate on the needs and objectives of
small business owners and managers. The purpose of this whitepaper is to educate small business
owners on what, why and how CRM can retain existing customers and help their business grow.
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This 6-page document introduces Interactive Workflows and how using Surado CRM Interactive Workflows can increase efficiency, standardize processes, reduce costs and increase return on investment.
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This document first appeared in Defying the Limits: The CRM Project, A Thought Leadership Project from Montgomery Research, Inc., Sponsored by Accenture.
It includes an executive overview of the makeup of a CRM system, as well as advice for choosing a system, Key Benefits and Best Practices for successful implementation.
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This 9-page document discusses Surado CRM Sales functionality, including key features and benefits of opportunity assessment, pipeline management, quotes and proposals, up-selling and cross-selling, business process automation, revenue forecasting, competitor analysis, leads management, connecting mobile staff and reporting and analysis.
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This 10-page document introduces Customer Self-Service and how using Surado Web Self-Service can increase customer satisfaction, reduce costs and increase return on investments.
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This 9-page document provides system administrators and technical professionals an overview of how Surado CRM can be used in a High Availability Environment. This document is designed to be a guide only, and as such, Surado makes no warranties, express or implied, in this document.
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