
Free e-Book
CRM Success Series -User Adoption Planning
How User Adoption Planning Can Lead to Successful CRM Implementations
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By: Ken Mulcahy - Emerging Technology Partners
CRM software systems have come a long way over the years. It seems like labeling them now as CRM Software [Customer Relationship Management] is about as sensible as calling a car a “Horseless Carriage”. Interestingly enough, User Adoption remains a major issue.
CRM software systems are an outgrowth of SFA [Sales Force Automation] and were largely implemented by companies to help manage their sales-force, revenue pipeline, customer contacts, and to some extent their sales process. No doubt, many companies still use them this way. That’s fine, but doing only that greatly under-utilizes the product’s capabilities and value. Further, companies that just use CRM Software for those tasks find the product to really not deliver value and generally the sales force using the product find it more of a burden than a help.
Today’s CRM Software Systems are more closely aligned to an ERP system and a Business Process Improvement System than they are to a CRM software system. The systems are extremely capable of being configured to automate many process tasks operationally within the organization while providing detailed “real time reports” along the way. This can be invaluable to companies interested in improving operations, reducing costs, and creating a much richer experience for their customers .

Project Engagement Estimator Template!
Immediate
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Price!
$9.95 usd
This
Template contains the ETP Project Engagement Estimator
Template:
This Template / Tool is great for Sales Managers or Account Executives who regularly put together Sales Proposals for Professional Services Engagements.
Take note: This document is set up to calculate project costs once you allocate values for Hourly Rate, Project Management, Program Management, etc. It is extremely versatile and designed with the expectation that you will want to paste the worksheets into customer proposals.
This Template will save your hours plus it shows well in proposal !
Best
Standard Contractor Agreement Template!
Immediate
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Price!
$9.95 usd
This
Template Archive file contains the ETP Standard Contractor Agreement
Template in three formats:
- MicroSoft Word
- Open Office
The files are easy to use and are recommended when you need to
get agreements put together with contractors or consultants. The
documents are versatile enough to work with individuals and /
or corporate contractors.
Contractors take note: This document works well for the contractor too. The language allows the contractor to retain all of their Intellectual Property (IP) while at the same time providing the company with a non-revocable license to use, modify, and distribute the software.
Really the best of both worlds!
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It's Never Too Late! Words are Important!
System Requirements: Windows XP, 2000 or 2003. Glyphius can be run on MacBook Pro using Crossover. Glyphius Demo MacBook Pro
(Click player above - Requires QuickTime 7.2 or higher and will take a little while to load)
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Glyphius 2007 contains a built-in database of over a hundred thousand profitable and unprofitable ads. It allows you to score your own ad copy against this database for profitability. It's really simple. You just copy/paste a headline, sentence, order link, Adwords ad, resource box or any other copy that is meant to sell into the edit box in Glyphius 2007. Once you do that, you click the "Score" button. In milliseconds, thousands of words and punctuation are compared to the internal database and scored. As far as you can tell... INSTANTLY, you see the score right under where you typed. If the text you just typed scored higher than any prior text you typed and scored in this session, your text is also copied to the top of that screen so you can see the winning text at all times. Change a single word. If it scores higher, the new winner will go up top. Try putting an exclamation point at the end of the sentence instead of a period. If that scores higher, your text gets copied to the winner's box. Keep working on any text as long as you would like. When you are happy that you've tried everything you can think of... just copy the winning text from the top and paste it wherever it goes. Just think about the money and time you can save testing new headlines and ads. Just think of the money you are about to earn from increased sales. Glyphius 2007 is delivered on a Compact Disc (CD) that you can use on your Windows based system.
Best
Mutual NDA Agreement Template !
{Non-Disclosure Agreement}
Immediate
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Price!
$9.95 usd
This
Template Archive file contains the ETP Mutual NDA Agreement
Template in three formats:
- MicroSoft Word
- Open Office
The Mutual NDA documents are a "must have" for working
with Vendors, Partners, Customers, or Contractors. Unlike many
NDA documents today, the legal language is inclusive, protecting
the rights and Intellectual Property of both parties.

PSA & SOW Agreement Template!
{Professional Services Agreemet with Statement of Work Framework}
Immediate
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Price!
$9.95 usd
This
Template Archive file contains the ETP PSA & SOW Agreement
Template:
This Professional Services Agreement with Statement of Work Framework Template has what you need to get a working agreement in place with your customer.
It contains the legal language to protect your Intellectual Property while allowing the client full rights to the final work product. It covers confidentiality, non-disclosure, and payment terms. The SOW portion is a high level template to help you layout tasks, milestomes, deliverables, receivables, and payment schedule.
This is a must have for Professional Counsultants and Consulting Companies.
Volume Purchase
Agreement Template!
Immediate
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Price!
$9.95 usd
This
Template Archive file contains the ETP Standard Contractor Agreement
Template in three formats:
- MicroSoft Word
- Open Office
The files are easy to use and are recommended when you need to
get agreements put together with larger customers with large yearly commitments.
Instructions are included and are a true asset for any Sales Organization that's serious about closing Large Enterprise Accounts!


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