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In-Depth Review
COMPLETExRM
COMPLETExRM, Inc.
331 South Rio Grande, Suite 203
Salt Lake City, Utah 84101
Telephone: 801-438-3460
Fax: 801-303-6613
Sales: 866-520-7878
Email:
Sales@completexrm.com
Web:
http://www.completexrm.com/
COMPLETExRM, Inc. was founded in 2006 by Mike Morgan and Keith Norris.
The founders came from a real estate background, having a keen understanding
of the need for detailed business processes for managing complex customer
transactions in their vertical.
With this knowledge, they set out to find a solution that focused on
automating and managing these relationships. At the time, many basic contact
management software and CRM offerings could not do what they required. If
they found a workable solution among the current offerings, it would cost
millions of dollars to implement.
The founders believed the market needed a solution that could manage the
dynamic nature of transactions and their associated business processes.
Basically, they wanted a product that could manage the relationship within
and around dynamic processes—regardless of data, device, customer or
partnership.
Recognizing that an affordable solution did not exist in the marketplace,
the founders decided to create a technology foundation that leverages basic
relationship management services found in CRM services, while it also allows
businesses to customize and extend the product to solve their unique, real
business problems.
COMPLETExRM Milestones
- 2002—CRMRealtor founded by Mike Morgan and Keith Norris
- 2004—Company changes name to CompleteCRMSolutions and broadens
market focus
- 2006—Mike Morgan and Keith Norris found COMPLETExRM, which
communicates its xRM technology foundation’s dynamic extendibility.
- 2006—COMPLETExRM provides xRM Foundation, code and hosting solution
for FranklinCovey's New PlanPlus Online
- 2007—COMPLETExRM receives strategic investment from key investors
Donald L. Lucas, LongBow Holdings Company LLC, and the University
Venture Fund
- 2007—Donald L. Lucas appointed to COMPLETExRM Chairman of the Board
- 2007—FranklinCovey Licenses xRM to create PlanPlus Online Basic
Edition
Product: COMPLETExRM
Current Version:
Category:
Sub-Category:
Client Platform:
Server Platform:
Database Platform:
COMPLETExRM is the leading provider of Enterprise 2.0 CRM solutions for
SMB built on its xRM™ (Complete Dynamic Relationship Management) Foundation.
Utilizing a Java-based Service-Oriented Application, the xRM Foundation is
delivered via SaaS (Software-as-a-Service), and is easily extended and
customized to meet the needs of any industry or user.
Companies can use this dynamic foundation to build or “mash up” any desired
sets of on-demand dynamic transactions into customized BPM around a specific
customer’s needs, thus the dynamic “x”. The xRM Foundation focuses on
managing the dynamic or “on the fly” nature of transactions in a
relationship—not simply the contact. This is the essence of Dynamic
Transaction Management (DTM) through the xRM Foundation.
COMPLETExRM is delivering Enterprise 2.0 CRM – which is all about the ways
that Web 2.0 enables, the business person—and is making it fully accessible
to the SMB. COMPLETExRM, through the new context of Enterprise 2.0 CRM,
helps individuals and companies intertwine people, time and resources by
managing around automated business services, productivity processes, and
applications for a much lower price and through the fastest implementation
vehicle available, the xRM Foundation.
The On-demand, Hosted xRM Foundation—Extendable & Customizable
While COMPLETExRM’s dynamic technology foundation, xRM, provides the
expected CRM functionality, such as sales force automation, marketing
automation, help and support, on-demand invoicing and billing, and other
necessary Web Services, it is designed to be extended and customized as
needed to solve a broader range of BPM issues. The services extendibility of
xRM is as varied as there are varied business needs.
The xRM Foundation delivers Web Services via the Software-as-a-Service
(SaaS) model. xRM is designed to be flexible, and is not tied to any fixed
industry, logic, or schema. This means xRM has plug and play based
functionality combined with its ability to have services switched on and off
as needed.
Through its AJAX (Asynchronous JAvaScript and XML)-based user interface, xRM
is fast and responsive with friendly functionality like drag and drop and
right click to increase user interactivity and navigation. Ease of use and
customization is increased through xRM’s other key features, such as:
- Pluggable XMLs and algorithms
- User-definable rules, workflows and processes
xRM can integrate with multiple databases—from the open source MySQL, to
the industry leader Oracle. As for mid-tier Java application servers, xRM
will function with open source Apache Tomcat, WebLogic, and Websphere.
Because xRM technology is adaptable in nature, add-on functionality or
third-party Web Services can be integrated or “mashed up” into the core
product. COMPLETExRM partners and users can create private-label or OEM CRM
offerings for virtually any industry or company.
For pricing details, please contact the company directly.
We have yet to review this product.
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