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Entries Tagged as 'customer reference tool'

Data Rock Stars and Customer Reference Programs

May 17th, 2010 · 2 Comments · Best Practices, Customer Reference Programs, Program Content, System, Tools

I came across this recent article from 1to1 Media on the importance of having a “Data Rock Star” on your team. Over the past few months we have been involved in some significant data migration projects as part of bringing new clients live on our customer reference management system (RMS).

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Choosing a System: The Last Mile (5/5)

March 20th, 2009 · No Comments · Customer Reference Programs, Reference Management System Selection, System

You’ve completed the demonstrations and hands-on evaluations of your finalists. Here’s what’s important as you near the last stage of a customer reference management system vendor selection. This entry includes tips for fully leveraging reference insights and ensuring you pick the right partner.

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Choosing a System: The Importance of Scenarios (4/5)

March 3rd, 2009 · No Comments · Customer Reference Programs, Reference Management System Selection, System

Here’s an objective way to compare vendors of customer reference management systems. By preparing a list of common scenarios your team and the sales force will follow and going through the steps with each solution under consideration, you can ensure a good fit and avoid future regrets.

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Taming the Customer Reference Data Beast

March 3rd, 2009 · No Comments · Customer Reference Programs, System

It’s not easy to build a clean customer reference management database, but Becky Roberts of Genesys found a method and a partner to help her. Learn about her approach and be prepared for your customer reference data project.

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Choosing a System: The Key Requirements (3/5)

February 12th, 2009 · No Comments · Customer Reference Programs, Reference Management System Selection, System

It’s a well-accepted fact that defining what you want improves the odds you’ll get what in a solution. Here’s our list of fundamental requirements worth considering.

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Choosing a System: Before You Call a Single Vendor… (2/5)

February 3rd, 2009 · No Comments · Customer Reference Programs, Reference Management System Selection, System

You can lay the groundwork for a highly successful selection process before you begin searching for and reaching out to vendors in the Customer Reference Management systems space. Here’s what to do.

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Choosing a System: Is One Date Really Enough When Marrying a Vendor? (1/5)

January 29th, 2009 · No Comments · Customer Reference Programs, Reference Management System Selection, System

One vendor’s technology-agnostic advice on selecting not only a technology solution for managing a customer reference program (CRP), but on choosing the right company. Like any relationship there’s much to be considered, which frequently isn’t, before “walking down the aisle.”

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