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CRM is the accepted purpose of Customer Relationship Management is to enable organizations to better manage their customers through the introduction of reliable processes and procedures for interacting with those customers. In todays competitive business environment a successful CRM software solution cannot be implemented by only installing and integrating CRM software application designed to support CRM processes. A holistic approach to CRM is vital for an effective and efficient CRM policy. This approach includes training of employees a modification of business processes based on customers needs and an adoption of a relevant IT CRM system including software and maybe hardware and or usage of IT CRM Services that enable the organization or company to follow its CRM strategy. CRM Services can even replace the acquisition of additional hardware or CRM software application licences. The term CRM Customer Relationship Management is used to describe either the CRM software or the whole business strategy or lack of one oriented on customer needs. The second one is the description, which is correct. The main misconception of CRM is that it is only a software solution application, instead of whole business strategy. Major areas of CRM Software System Solutions focus on service automated processes personal information gathering and processing and self service. It attempts to integrate and automate the various customer serving processes within a company. A CRM software solution application can manage and run your entire business. From prospect and client contact tools to billing history and bulk email management. The software CRM Sosystem allows you to maintain all customer records in one centralized location that is accessible to your entire organization through password administration. A front office CRM software system is set up to collect data from the customers for processing into the data warehouse. The data warehouse is a back office CRM Software system used to fulfill and support customer orders. All customer information is stored in the data warehouse. A back office CRM software application makes it possible for a company to follow sales orders and cancellations. Special regressions of this data can be very beneficial for the marketing division of a firm A integrated CRM software system is often also known as front office solutions. This is because they deal directly with the customer.

pages_vs_word

This time of year, it seems almost inevitable. There’s a forum post somewhere, a plea for help in the middle of the night, asking a time-honored question. No, it’s not “the answer to Life, the Universe, Everything!” It’s more profound than that: “I’m starting school this fall and I want to know what to get, iWork or Office. I’m going to be writing light papers.”

So, I’m going to compare the two programs when writing a research paper to MLA standards. While there are a plethora of other options — I can see the “use LaTeX” comments in my head now — I’m focusing on Word and Pages. Word and Pages both support EndNote X2 and Math Type 6, but since I’ve never used Math Type, I’m not going to be able to comment on it.

The Price Myth

On the surface, any comparison of price comes out in iWork’s favor. iWork lists for $79. The Home and Student version of Office 2008 is $150, but that version is crippled for enterprise support, so if you want to connect to your school’s Exchange server, you’ll need the Standard version, which is $399. Wow, that’s a lotta leaves.

However, since we are talking about academic pricing, it’s important to note Microsoft is very generous with its educational pricing — through my school, I can get Office 2008 Standard for $80. With an educational price of $71, Apple is less generous, but the price gap between the two suites is now negligible.

Built-in Templates

Neither package had any templates I felt adhered to the MLA standard, but it’s short work to create your own. Usually, I end up needing to massage the styles every now and then since professors have different requirements.

Citation Management

It’s unlikely you’re going to get through a semester without hearing a teacher say, “Give me 10 pages on the Middle East; cite your sources.” If your major isn’t one that requires heavy citations usage, you can get away with just about any word processor out there. In my mind, however, any topic of academic writing tools lives and dies by citation management for one simple reason: I’m too lazy to build the bibliography myself.

While there are multiple choices for citation management, I’m going to focus on EndNote X2 and Microsoft’s built-in citation manger. I’m focusing on EndNote because it’s the sole manager with native support for both apps. I’ll get the sticker shock out of the way early: EndNote costs around $109 from an educator’s web site. However, my university has a volume site license and I can download it for free, legally, off my school’s intranet. So, before buying it, check with your school.

One of the nice features in EndNote is its ability to search any school’s library. I find this invaluable when starting a research paper. For the Middle East paper, I fired up EndNote, connected to Northeastern’s library, and typed in “Israel” as a keyword. I could look through books I felt might be useful, note if they are available, and print out their location in the stacks. For the rest of this article, I’m going to assume you’ve built your EndNote library.

EndNote Search

Endnote's Online Search Screen

Citation Management: Pages

In Pages, go to the Insert menu and choose “EndNote Citation.” It’ll then bring you to the EndNote search screen; type in the author or title you want to add and click insert.

Pages-Insert Citation

Pages Insert Citation

Pages Inserting Citation

Pages Inserting Citation

As you add each citation, EndNote will automatically create the bibliography.

Pages Bibliography

Citation Management: Pages Conclusion

Pages citation management requires EndNote X2. If your university doesn’t have a site license for EndNote, and you want to use Pages to write papers, you’re on the hook for the EndNote license, or do citation management by hand.

Citation Management: Word 2008 & EndNote

Word 2008 handles EndNote citations similar to Pages. Go to Tools ? EndNote X2 ? Find Citations. Then type in the search criteria and click Insert.

Word - Find Citations

Word 2008: Fnd Citation

Word - Insert Citation

Word 2008: Insert Citation

Word- Citation Inserted

Word 2008: Citation Inserted

As in Pages, EndNote in Word also auto-adds the citations to the bibliography.

Word - Biblio

Citation Management: Word 2008’s Built-in Manager

While Word’s Citation Manager offers no connectivity to library databases, or the ability to import from EndNote, once I’ve created a citation it’s very easy to add it. Granted, EndNote’s method isn’t exactly suffering, but in Word it’s simply a double-click. Also, each citation is added to a master citation database, so if you use the same source on multiple papers it’s easy to add them to your document.

You can access the Citation Manager from the Formatting Toolbar. To create a citation, click the “+” button and enter in the details.

Word 2008 Edit citation manager

Word - BI toolbox

To add a citation to your paper, simply select it from the list and double-click it. The citation will appear in-line. One nice thing about Word’s manager is if you select the citation you get a pull-down menu that lets you customize the citation. If you choose Edit this Citation, you can select the page range for the citation.

Word 2008 - citation manager pull down
Word 2008 - edit this citation

Unlike EndNote, the bibliography is not automatically created; you use the Document Elements tab. From there. you can choose the bibliography style.

Word 2008 BI Biblio 2

Citation Management: Word Conclusion
While both EndNote and Word’s manager work well, I find myself using Word’s more than EndNote for lazy reasons: I like having everything in one program. If the paper I’m working on has a plethora of library sources, that’ll tip the scales towards EndNote as my manager of choice. If your university doesn’t have a site license for a citation manager, Word’s tool is very usable.

Additional Features

Citation management is all you’ll need for run-of-the-mill research papers. If you’re writing basic papers, and have a license to EndNote, feature-wise they are a wash. If your paper is more complicated than that, however, you can start widening the gap between Word and Pages.

One notable difference between the two programs is how they handle figure captions. In Pages, you can link a text box to a figure, and type in “Figure 2-1: A very nice screenshot.” Word, however, can auto-number the figure and use that to create a Table of Figures.

Word also has an impressive array of Smart Art graphics which will let you create quick graphics.

word smart art 2

Playing Well With Others

Once you’re all done with the paper, now comes the crucial moment: handing it in. If you’re simply handing in a printed copy, there’s no difference between the two. However, in four years of night school I think I’ve only handed in one paper physically. Most of my classes are online and my classroom professors often just want the paper emailed to them.

Based on my experiences, you’d be hard-pressed to find a teacher that can take a Pages file; I’ve found exactly zero teachers who can take one. Fortunately, Pages can export as a Word document so it’s easy to get the teacher a Word file. Any form of file conversion makes me nervous, though. I subscribe to the theory that Murphy was an optimist, and the file you export from Pages to Word and email to a professor at deadline will be the one file that beats all odds and is an unreadable mess. Now, it’s never happened to me, and I’ve found for simple files like research papers Pages export function is quite good. However, it’s like juggling chainsaws. Sooner or later you’re gonna drop one in a bad area.

That said, Word is not always fine wines and nice cheeses. There’s one teacher I frequently have who cannot accept .docx files (the new default format Word saves in). Again, I can “save as” to an older format, but tend to sweat the dialogue box that comes up and says, “Some features specific to the .docx format may not transfer properly. Since this is your thesis paper, and your teacher is still in the stone ages of computing, I’m going to choose this paper to come out as Ancient Mandarin. Have a nice day.” OK, it’s not quite like that, but I tend to get a little nervous.

When it comes to sharing files with others, I trust Word over Pages. While I’ve never had any noticeable problems on research papers, I feel I’m eliminating a possible danger point by using Word.

The Moment of Truth: Which do I prefer?

I’ve flip-flopped for a while between the two programs. Pages won out for a while because of its quick launching speed, but Service Pack 2 for Office 2008 has significantly improved launch speeds. Small features like easily handling captions and lesser chances of file conversion weirdness make me prefer Word over Pages. If your writing needs are modest, and simple essays are the norm, Pages will do just fine. However, even my Technical Communications classes require some sort of source citation, so it’s wise to plan on needing one.

There’s one area I think iWork wins over Office 2008: Keynote. If your major is heavy on giving presentations, and you can use your Mac to give them, I think Keynote is much better than PowerPoint. The focus of this piece is Word and Pages, but I’d be remiss if I didn’t mention Keynote as a strength of iWork.

Like most things, it can come down to price, but I think Word wins on this one. If the worst-case is your school offers no special educational pricing on Office or EndNote, buying the Home and Student version of Office 2008 is still cheaper when you factor in the extra $100 for EndNote. While a lot of people tend to complain that Word is bloated, I’ve found various school projects require me to use those features.



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curio

The fear of freedom that Zengobi’s Curio offers users has caused me to write and rewrite this post many times over the past few months. I just haven’t known how best to embody its essence. So before I confuse (and frighten) myself more, I’m kicking this post off with my conclusion of Curio: It’s the ideal place to marry disparate pieces of information. Or more accurately, disparate pieces of information, each of which are organized in their own way — think Visio-style drawings, mind mappings, spreadsheets, outlines, etc. Curio is flexible enough to use for just about any data gathering or task organizing that you may be facing.

What Curio is Not

There are many applications on the market that fulfill fairly singular functions. XMind allows you to capture Mind Maps. Keynote helps you create great slides for presentations. Microsoft Office products like Word and Excel assist with creating somewhat formal collections of information. Quicktime can capture video.

Well, Curio is not any one of these things. Just the opposite, it’s all of these tools (and more) in a single package. At this point the phrase “Jack of all trades, master of none” may be flitting through your mind. But while Curio doesn’t master the features of all of the aforementioned specialized applications, it certainly does a great job of handling the important functions of each — and then melding them together for a seamless user experience.

Features as Far as the Eye Can See

Covering all of Curio’s features and capabilities is better suited for a book, not a blog. But since I’m writing for TheAppleBlog, and not publishing my own book (or one for Zengobi — unless they’re hiring), I’ll just hit the most compelling points from this vast product.

Knowledge Base – Thinking of a Curio file as a Legal Pad may be a good place to begin. This Legal Pad contains all kinds of information you may want to keep track of — drag anything you want into Curio, create diagrams, record audio or video to embed into your document, snap images with your iSight or take screen grabs. And the list goes on. All of this information is flag-able, tag-able and searchable for later use. I’ve considered (though haven’t had the chance to try yet) using Curio in professional training courses to capture notes in a contextual manner.

Library – All of your content is kept in the Curio Library. So even if you’ve brought something into a Curio file and decided not to use it there, it can be stored in the Library for later use. This is a great way to keep important information available across all of your files.

Project Management/Task Tracking – Who knew Curio could function as a Project Manager? It’s no Microsoft Project, but you can certainly create tasks out of your Legal Pad notes. Those tasks can be assigned priorities and due dates. And then all of it can be tracked from within the Status view of Curio.

Flashlight – The systemwide search capability built directly into Curio is Flashlight…like Spotlight in OS X. This gives users a super simple and quick way to find anything to drag into your Legal Pad and associate with something you’re currently working on.

Sleuth – System files aren’t all you can grab, either. Sleuth is the built-in browser that allows you to search all kinds of web media and sites for things you may need to incorporate into your Legal Pad. Once you find what you want, drag the content of the search results, or the URL, into Curio’s workspace and do what you like with it.

Presentations – Because the content of your Curio file may be so diverse, converting it into a Keynote file for presentation may turn into a minor migraine headache. So why bother? Curio has its own presentation mode, which allows you to take full advantage of all the content you may have included in your notes (whether it be text, images, web links or movies).

Evernote – The go-anywhere note-taking solution (it’s great on the iPhone!) is integrated right into Curio. So anything you log in Evernote becomes immediately available for use directly inside your Legal Pad. Imagine the power of being able to capture ideas anywhere, and have them fully integrated into your note-capturing knowledge base built with Curio!

Extensibility – You can go to the Community part of Zengobi’s site and download different styles, themes and plug-ins to take your Curio notes to the next level.

Conclusion

The free-form methodology of Curio is truly powerful. No matter what kind of information you have, or how you want to mash it up, this is the software that will put it together for you, and make it completely usable and beautiful. But the power comes in the right situation and with the right user. Unfortunately, I haven’t been able to decide what that situation is for my own use, and it frustrates me. You can purchase Curio in Standard or Pro versions — $99 and $149, respectively — or if you’re a student, you can get the Pro version for $69. Download a trial of Curio, and check out their Tutorinis (toward the bottom of the page) for more explanation and examples uses. You’re bound to find a great use for this amazingly flexible tool.

If you’re a Curio power-user, please share your use of this tremendous tool with the rest of our readers.

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