27 Oct

ECM (Enteprise Content Management) Functionalities

Some functionalities that ECM covers :

  • Document management - check-in/checkout control, version control, security and library services for business documents
  • Web Content Management - ability to remove the webmaster bottleneck, managing dynamic content and content authoring, general ease of use
  • Records management - ability to comply with legal or regulatory purposes, long-term archiving and automation of retention and compliance policies such as admissibility
  • Document capture and document imaging for capturing and managing paper documents - entire scanning process from paper to electronic format
  • Document Centric collaboration for document sharing and supporting project teams - including permissions
  • Workflow for supporting business processes and routing content, assigning work tasks and states, and creating audit trails of who did what, why, when and how

Sumber : http://www.contentmanager.eu.com/ecmq.htm



27 Oct

Do We Actually Need to Implement ECM

Larry Oliver of FileHold Systems  give some hints to find out whether ECM
will suits our need or not. If these questions often appear in your mind, that mean you need enterprise content management system :

  • "How can we get rid of all this paper and reduce our filing cabinets and offsite storage costs?"
  • "Every version of this contract is different: which is the most recent version? Who was working on it last?"
  • "I can find anything on Google but I can't find the proposal I wrote last month - we need search!"
  • "I need a system that sends me a reminder and gives me access to contracts up for renewal."
  • "Why can't we have electronic workflow to share our work and avoid duplication of effort?"
  • "Everyone has access to my files. I want to restrict documents to only people I want to see them?"
  • "Why does it take forever to get 5 different approvals on a revised policy document?"
  • "How do we stay in compliance with rules regarding record retention?"
  • "Each branch office has their own files on all of the same topic - needless duplication!"

Sumber : http://www.bstormweb.com/fileholdprofile.html


26 Oct

SugarCRM - Powerful Customer Relationship Management System (EN)

Customer Relationship Management (CRM) bukan hanya sebuah konsep atau  sistem, melainkan strategi bisnis dengan tujuan untuk memahami,  mengantisipasi dan mengelola kebutuhan dari organisasi dan pelanggan  yang potensial. Secara ilmiah telah dibuktikan bahwa cost untuk  mengakusisi customer/klien baru jauh lebih besar dibandingkan cost untuk  mempertahankan customer/klien yang sudah ada. Di sinilah peran CRM  sangat menentukan untuk membina hubungan bisnis dengan para customer/klien yang sudah ada maupun membangun hubungan bisnis dengan customer/klien yang baru.

SugarCRM
, yang merupakan solusi CRM berbasis open source yang terbaik di kelasnya, telah mengakomodasi semua kebutuhan dalam membangun dan membina hubungan bisnis yang dimiliki perusahaan.

Why CRM?
  • Cost untuk akuisisi customer baru >> Cost mempertahankan customer yang ada
  • CRM membantu mengidentifikasi dan membuat perusahaan fokus pada customers yang profitable
  • Memberikan loyalitas pada customer melalui better customer service (berdasarkan riset, customer satisfaction meningkat 22%  setelah pemakaian CRM)
  • Meningkatkan sales  dengan mengidentifikasi kebutuhan baru
  • Dengan adanya data customer yang terdistribusi dan di-share produktivitas karyawan meningkat sebanyak 17%
Why SugarCRM?
  • SugarCRM memenangkan : Product of the year (CIS Magazine - 2008), dan Best Open Source CRM Solution Award (Infoworld - 2007 dan 2008)
  • Dipakai di 1,200+ perusahaan di 30 negara dengan 100,000+ end user
  • User Friendly and Flexible
  • Total Ownership Cost yang Rendah di kelasnya
 
 
 

 

26 Oct

Awards for SugarCRM in 2009

SugarCRM Professional has been selected as "Best Open Source Solution" by the Software & Information Industry Association (SIIA) 2009 CODiE Awards. SugarCRM provides a web-based CRM system, which can be used by companies to manage the entire relationship with the customer/client.  
Various awards, achieved by SugarCRM in the year 2009 :
  • ISM Top 15 SMB CRM Award - SugarCRM 5.2 was selected as one of the Top 15 best CRM system in the category of small medium business
  • Customer Interaction Solutions CRM Excellence Award 
  • Stevie Awards for Sales & Customer Service 
  • Intelligent Enterprise 2009 Editor's Choice Awards
 

21 Oct

We Welcome Our New Client - Rabobank

We are pleased to announce that Rabobank, have become our clients. Rabobank need a CRM system to improve services and relations with the Customer, and their choice fell on SugarCRM and we elected to become Rabobank vendor through selection process with several other vendors. SugarCRM for Rabobank requires a business process that is quite unique. CRM System, in this case : SugarCRM, originally designed for Business to Business (B2B). In B2B, their customers are companies or organizations, not individuals. While bank is B2B and B2C company. Through a long brainstorming session, we succeeded in formulating business processes to these needs, CRM System : SugarCRM for B2B and B2C.

15 Oct

CRM, for me or for the customers? (EN)

The salespersons and marketers often have different views on the CRM(Customer Relationship Management) system .

There are groups who say that the primary function of the CRM system is to help them manage marketing daily activities.

But there are other groups who argue that the system's main function is more to how we build relationships with customers/clients.

If we look at the text book on CRM, the core of the Customer Relationship Management (CRM) is to leverage relationships with customers/clients.

For example : regarding customer data sharing. For salespersons and marketers, customer data is a sensitive issue that they do not want to share to their other colleagues. Their reason: competition.

But on the other hand, the sharing of customer data to other sales and marketers, will increase enterprise service to customer/client.

If considered as a mere tool to help employee productivity, the concept of CRM is only limited to: 'Serving the customer is mine, do not need to bother the other customers in this company that is not my responsibility'.

Imagine if customer data can only be seen by one salesperson only. When the salesperson is absent, maybe because of illness, vacation, etc., and at that time his/her customer/client has some issues that can not be postponed, there will be a plenty of time wasted for customer to explain the issue from beginning, it also can reduce employee productivity .

So what to do?

First, the core spirit of CRM must be instilled to sales and marketers in the company. That the main goal to be achieved from the Customer Relationship Management is to improve the quality of relationships with the customers/client.

Second, to avoid unhealthy competition among salespersons or a marketers, company need to have right access settings for each user. For example each user can see the detail the customer, but to edit it or add an opportunity, must obtain approval of the user that 'owns' that customer/client. This right access setting is facilitated by SugarCRM.


In SugarCRM , we can set the permissions level for each module for each user. Permission level varies from: see general information, edit, import, export, etc.

12 Oct

Change Management for Enterprise Content Management Implementation - Softbless

Enterprise Content Management (ECM) System Implementation is different with software implementation. For software, we can simply provide training to End Users.
For the system, in addition to training, there is a need to have Change Management done to achieve the successful implementation of the system, namely:
  • Socialization to the End User
  • Encourage early involvement from End User
  • Build a user-oriented ECM
  • Reward Socialization to End Users.

    Socialization needs to be done so that users have the correct expectations of system. And User can imagine how the activities to be conducted in later date. Basically, human beings tend to be reluctant to change in everything, including the day-to-day office activities.
    Socialization could reduce rejection from End Users. Socialization can be done through :

    Forum that is attended by the management, to provide a signal that implementation of this system is supported by the management. Top-Down Approach is tend to be more successful in system implementation. In this forum do not discuss technically about the ECM system, but rather to emphasize the benefits of this ECM
    Besides forum, then it could be done through a notification via company magazine or company newsletter

    Encourage early involvement from End User
    From the kick off the project, the End User must always be involved.
    They can be questioned useful inputs for them. In this way, End User have a sense of belonging to this system. Their inputs may not possible to be all fulfilled, but at least by involving them, they will more have an interest in this system.

    A User-Oriented ECM

    The majority of ECM can be customized according to need. However, the most important is how to make a more user friendly ECM system. Starting from little things like
    What information must be displayed on the frontpage, when the user first login
    Folder structure for the division in the ECM must be adapted to the structure an existing folder on the computer each End User.

    Reward

    To further motivate the End User, we could also use rewards, such as : the first division that use full ECM
    for office activities, will get a reward eg shopping vouchers with a specific value for each staff.

7 Oct

Why Open Source CRM? (EN)

Although Open Source CRM (Customer Relationship Management) has existed since a few years ago, but still many companies are hesitant to try to use them. This is mostly due to the wrong perception of open source, such as that the open source systems are less powerful or less reliable than proprietary systems, also that open source does not provide support to the users. But Martin Schneider, Senior Director SugarCRM (one of Open Source CRM service provider) give different perspective, open source CRM now, is as reliable as proprietary systems, and price could be less expensive and give better results.

So what are the considerations for your company to use open source CRM? Here are some reasons.

Do More with Less . We exclude Community Edition from our , including SugarCRM Community Edition. Paid editions of Such as Professional SugarCRM and Enterprise Edition when compared to proprietary systems like Salesforce.com, SugarCRM Enterprise Edition is still less expensive significantly. Price $ 600 per user/year compared to $ 1,500 per user/year. With the same features, functions and support.

Professional Service Support. Commercial open source CRM, has the same support compared to proprietary systems, both online and by phone, depending on which services who you buy. There are also many online forums and message board where users can obtain free help and advice. For open source CRM Community Edition, there many vendors who provide support services.

Control and Modification. Because the open source CRM solutions using open standard, where the program code can be obtained by anyone, of course it'seasier to modify than proprietary CRM program. You can do the modifications by yourself without having to pay to another party.

User Friendly. Generally, internet users say that open source CRM is easier to use, this was due to more familiar interface. Open source CRM is generally put on a web-based interface, while proprietary use non web-based interface. The learning process will be faster and less time for training.

Better Integration. In general, the commercial open source CRM, can be integrates with Microsoft Outlook and other applications.

Highly Scalable. Unlike the proprietary solutions, you change scale/number of users in commercial open source CRM easily. Suppose we want to increase the number of users into several hundred more users will be more effective if we use open source CRM. To be more specific if this application operate in the cloud-based environment, where the cloud-based general use open source so the change/increase in scale to some degree canbe carried out without adding significant cost, because the price of hardware and storage media is relatively cheap and the software infrastructure is basically Free.

Run on any platform. Basically, open-source can work on platform or any application, meaning no hardware investment required nor new software.

Run on any devices. open source CRM solution can be accessed via PC, laptops or other mobile device with a connection to the internet. Freedom device usage is important, because it means the company can access their CRM programs on any device, without additional hardware or restrict usage only to multiple types of devices, Schneider reviewed.

Mobility Support. While in general CRM applications can be run on mobile devices, SugarCRM mobility with a higher priority launched the "Sugar 6" this summer. Sugar mobile applications can be obtained free for iPhone, Blackberry, Android, Microsoft Windows Mobile, even for any type of mobile phone. Why is this so important? Say for example you're a small businessman who has eight salesmen, eg Salesman A wearing the iPhone, B and C use the Blackberry, and others use HTC or even Motorola, with open source CRM they can remain use the same application with the same functionality, can access same database, without needing to change anything on their mobile phones. This means that employers do not need to purchase additional costs new cellular phone device, Ugrade programs, services or otherwise.

Rapid Fix and Patch . Provider of open source solutions in general can be more quickly in providing updates/patches from proprietary software company. So that error correction program and new features, can be more quickly released, and updates system can be done through the web simultaneously without disturbing the business process.

Reference: http://www.ecrmguide.com/article.php/3886511