In-Depth CRM Review

     COMPLETExRM

COMPLETExRM, Inc. 

331 South Rio Grande, Suite 203
Salt Lake City, Utah 84101

 

About the Company:

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

About the Product:

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. 

Price:

 For pricing details, please contact the company directly.

Rich's View:

 Sorry, we have yet to review this CRM solution.

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