SmallBizCRM Free eBook Series

Are you in the market for a CRM? Then you really need to know what your options are, and what you’re dealing with.

These free ebooks are written with you in mind.


The Essential Guide to CRM Basics

The Essential Guide to CRM Basics serves as an introduction to all things CRM  — from what the acronym stands for to what constitutes Service Statesmanship, how to avoid CRM failure and how to measure CRM success.

CRM Ebook cover Basics
The Essential Guide To CRM Basics
 

Essential Guide to CRM Requirements

The Essential Guide to CRM Requirements outlines the feature-sets that CRM have been built to address — sales force automation, order tracking, marketing and lead handling, mobile, call center, data integration, and social media — and guides you through the process of articulating your business requirement for each of them.

CRM Ebook cover Requirements
The Essential Guide To CRM Requirements
 
 
 

Essential Guide to Best-Fit CRM

The Essential Guide to Best-Fit CRM takes you through an evaluation of CRM candidate software. Once you have a short list of products, don’t skim on due diligence! Quantify and weight your requirements. Tabulate everything, the costs, as well as the advantages.

CRM Ebook cover Best Fit
The Essential Guide To Best Fit CRM
 
 
 

The CRM Matrix

The CRM Matrix: Evaluating Suspects, Prospects and Also-Ran CRM is an evaluation template that will immediately help to focus your planning efforts and will aid you in assessing potential software solutions for your CRM needs.

CRM Ebook cove Matrix
The Essential Guide To CRM Matrix
 

About the author

Perry Norgarb founded SmallBizCRM.com in 2004. As editor he has fielded many questions regarding CRM’s. Prior to that he was founder and CEO of Maximizer SA (Pty) Ltd for over a decade, that grew to be South Africa’s leading CRM company, with over three thousand users.