Researching CRMs
Researching CRMs
Sales Management
Researching CRMs
Library books and videos about Customer Relationship Management
Read 11 online books from the library. Samples:
Williams, D. (2014). Connected CRM: Implementing a big-data-driven, customer-centric business strategy.
Siboni, R. (2014). Organizing your business around the customer. Video
Safari Books Fully online tech books for business and technology
Research CRM Companies
FACTIVA will have company and business environment articles.
1. Use the Company drop down to profiles and competitors
2. Search News Company and earnings
Look also at the industry tab on this guide.
Sales and Marketing Management Magazine
Industry Research
Industry Profiles (Industry overview reports)
Industry Research
Industry Reports prepared by expert analysts in this premium content. Offer a broad description and outlook at the macro environment of an industry, key trends, broad customer profiles and market or investment analysis of the industry. Many databases offer the ability to search by NAICS code.
IBISWorld US Industry reports. Search by keyword OR NAIC code (uses 5 digits of 6 digit codes).
Industry Research in over 700 reports by NAIC for the US. industry analysis, external, internal and economic, supply chain. Some Global and International Reports
First Research (Mergent Intellect)
Industry Research and Interview starter questions for exec levels. Social Media feed updates on business and industry.
Mergent Online Go to the Report Search Tab to get to the industry reports.
Use for major industries only, global coverage. Especially useful for industries represented by publicly traded companies. Search by company or broad industry name.
ABI Inform / Complete (Global )
Use the BROWSE tab for publications on industry, commodities, and country reports.
- BMI Country Industry Reports
- BMI Global Oil Market Reports
- BMI Industry Insight Reports
- BMI Risk Reports
Business Source Premier (EbscoHost database)
Marketline reports with global coverage. Each report contains statistics on industry market value, forecast, and market segmentation, competition and leading companies. Look for Porter's Five Forces analysis. Each report is 24 pages long, caution to look at dates may be older.
PRINT SOURCE
S&P Capital IQ Industry Surveys HG4915 .S652 3rd Floor Reference [Print ONLY]
Excellent for in depth analysis industries representing large US corporations. Segments on Industry Trends, How an Industry Operates, How to Analyse a Company. Its in print but it is the single best industry introduction source in this library. Excellent source for more sources of information such as trade magazines, professional associations and regulators.
Industry Specific:
Hospitality --- BRASS Business Librarian recommendations for researching the hospitality industry.
Fashion: On the Front Lines when Currencies Shift
Local Industry Analysis
San Diego Economic Development Industry Reports (Website)
"San Diego Regional Economic Development Corporation (EDC) regularly releases and sponsors research that provides a baseline of industry data to encourage and support economic investment. EDC also conducts studies on key industries and identify actions needed to spur growth in the region." (Source: San Diego Regional EDC).
San Diego Association of Governments [SANDAG] (Website)
SANDAG serves as the forum for regional decision-making for the San Diego
region. Resources such as Demographics and other data and publications will
be of interest.
Market Research Reports
Passport Euromonitor Global Industry Reports Detailed reporting. GBM 425 and SE MARKETING PROJECTS
Euromonitor Industry reports, in depth analysis on trends in consumer products and services industries, include market analyst reports and statistical data. Country and consumer reseacher as well as economic, business and transport.
Financial Industry Analysis For those looking for more financial analysis.
Bizminer Detailed industry financial and industry market analysis. 9000 industries by sales. Find reports at the national, state, county, metro and zip code. Update 6/18: Now shows Z-scores for credit strength and financial viability.
Industry Snapshots by NAIC from the census
Statistical profiles of US Industries by NAIC.
Statistical Abstract of the United States (Proquest)
Excellent compilation of essential statistics to support other reports. The source is often government and other agencies.
Books on Industry in the library.
Hundreds of different industries are represented in the library catalog.
You will find whole books on the food industry, or service industries, craft beer, restaurants, etc.
Manufacturing Industries
Retail trade
Service Industries
Industry Profile United States (e-reports)
Company Research
Company
COMPANY INFORMATION
Business uses directories for industry analysis, competitor analysis, marketing, supplier, customers.
Company directories provide individual and competitor details for:
- Name
- Address and other contacts
- Key personnel
- Revenue and Sales
- Employee size
- NAIC / SIC numbers
Databases by Subject -- Business (this link opens in a separate window so you can acces each of these recommended databases).
Searching databases for private companies, non-profits, schools and other other organizations may require multiple trys in different sources.
ReferenceUSA US private and public businesses, some nonprofits includes sales and employee numbers. Executive contact info.
How to Find Franchises in ReferenceUSA GBM 425
For your Final GBM 425 Falla 2019 assignment find a franchise in ReferenceUSA use these filters to limit to select according to your assignment instructions
1. Advanced Search -- Keyword: Franchise
2. Headquarters --- Pick several states
3. Sales --- Over 1 Billion or figure adequate to expand oversees
RefUSA Learning Center ** Quick Training material, videos, and guides** How to search for businesses, competitors, suppliers, jobs and internships, general consumer research.
Step By Step Guide to RefUSA [Does not work waiting for software update.] Company & Competitor search *** Custom Guide to get to competitors. ***
How to guides for all things ReferenceUSA
Addition options for company searches
Factiva Public company profiles.
Choose the Companies tab across the top first to find Company profiles, competitors, and latest news.
CQ FD Disclosure Conference Calls: C-Level transcripts to analysts for Quarterly and Annual reports.
To access: Search name of company > Narrow on Left nav bar to Source: Disclosure Reports
Public and some larger companies, Short competitor list and executives.
Business Source Premier Search for Company SWOT analysis, large companies only.
Megent Online BUS 444
Excellent for public corporations worldwide, also limited info on private companies in US. Annual report in-depth financials, detailed history and abiltiy to make custom reports and analyse competitors. Financial analysis from annual report data and research firms
Access:
Company > Reports > Mergent Reports
Company > Competitors > Add all > Company Comparison Report
Company Detais > Highlights (Health Check)
Company Detais > Business segments (not required by the SEC but some reports available)
Company > Report Builder > Comparison Reports = against industry, or against Top 10, etc.
California Business Entitites Search for existing companies or file for new company name
Non-profit and charitable resource page.
Recommended: Charity Navigator, ERI Nonprofit Foundation Grant info. Foundation Center, Grant Search, GuideStar, IRS Master Tax File.
News articles on the web and library subscriptions. Use .gov .org
INDUSTRY DATA Best place to start your industry analysis is by reviewing the BUS 302 Industry Reports how to apply Porter's, SWOTT, or Griffin.
The U.S. Census and use NAIC Industry Code for latest Industry Statistics.
Census --> Business and Industry --> Data by Geography
Business News
Business News
Professional analysis of case studies requires more than these recommended sources! In addition to these recommended business news sources, use the library OneSearch on the Home Page of the library to look across all library material. Expect to narrow and limit your results.
Top Premium Subscription Business News Sources
ABI Inform Complete (Proquest)
Excellent studies, reports, and trade and industry news.
ABI Tips!
- Change sort order to Newest Date first
- Narrow by Subject (more options)
Business Source Premier (EBSCO)
Good for trade news and the only place to find Harvard Business Review (HBR selected not all).
FACTIVA
Excellent for international and major business news. (WSJ, NYT, Washington Post, San Diego Union-Tribune)
Factiva Tips!
- Change Date from 3 months to 2 years
- Choose the NEWS PAGES on the black bar to get the latest 2 weeks WSJ, NYT, LA Times, Washington Post and others
Business News Publications
Newsbank: America's News
Full text of major news sources including the Los Angeles Times and the San Diego Union-Tribune, and Press Enterprise
San Diego Union Tribune Link here and print edition, see 3rd floor of the library (behind the research help desk).
San Diego Business Journal Proquest ABI Inform and print edition, see 3rd floor of the library (behind the research help desk).
Press Enterprise Riverside County Newsbank
Bloomberg BusinessWeek Full text through Business Sources Premier
Bloomberg Tip! Search within this publication top right
The Economist (online) Full text link. [via Proquest ABI Inform] Free Economist gives only limited content
Financial Times (London) ABI Inform (Proquest) Last month not available.
Harvard Business Review Ebsco - Business Source Premier -- Full text of Harvard business review.
HBR Tips!
- Some full text not available electronically. See paper edition HF5001.H3 (4th floor periodicals)
- Case studies are not available in this subscription
Trade and Professional Associations -- Industry Trending News
Look to trade association pages on the free web. Many industry and news reports will identify them. Some information is available free, but most are only available to members. Get around this by searching the association name for news reports in the above databases. Examples of trade and professional associations are the National Restaurant Association; American Library Association.
Find associations in the industry reports recommended here, such as First Research. Search on the web using .org Find references to associations in news article
Citing Your Work in APA
Guide to Using APA Business Citations
APA Citation Style Guide (General)
Has links to guides and citation generators.
Sources, Citations and Style. Watch this APA Citation Style Video (OWL Purdue. 2015) BUS 495
____________________________________________________________________________
Reference the APA handout created by the writing center. This is a single-page handout. It is intended to be printed two-sided and tri-folded.
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- Need help, visit the writing center!
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Common Business Citation Styles in APA Format
How to Cite in Text:
Cite as (last name or company name, year, page number). Example: (Longboard Grotto, 2009, p.23)
Example:
She stated, "Students often had difficulty using APA style" (Jones, 1998, p. 199), but she did not offer an explanation as to why.
According to Jones (1998), "Students often had difficulty using APA style, especially when it was their first time" (p. 199).
Consult the Publications Manual of the American Psychological Association (APA) for detailed explanations and additional examples. Copies are available at the Cal State San Marcos Research Help Desk (BF76.7.P83 2009) or on Reserve.
Recommended Citation Generators:
A note of caution about Citation Generators.... NOT ALL ARE ACCURATE! Like everything, you need to know the basics and use them with caution and expect to make corrections. EbscoHost databases and Proquest have built in citation generators for each article. Use Cite This, or email citation. Known bug: Proquest authors and dates may need reformatting.
KnightCite Hekman Library Calvin College
DocsCite Arizona State University to help cite government documents
Owl at Purdue APA Style. Highly recommended. Also note the sample manuscript with notations for APA instructions on formatting.
DOI Digital Object Identifiers
Cite the article as you would any print article and add the electronic access information at the end.
DOI: To access electronic articles preference is given to supplying an Digital Object Identifier, a unique number for an article. Inclusion of the DOI, if available, facilitates retrieval
Example: doi:10.1108/03090560710821161
* If no DOI end with the home page, do not paste the whole URL of the database name.
Articles, News or Trade:
News article with DOI:
Brownlie, D. (2007). Toward effective poster presentations: An annotated bibliography. European Journal of Marketing, 41, 1245-1283. doi:10.1108/03090560710821161
News article, no DOI, in Factiva
Kenneth, I. A. (2000). A Buddhist response to the nature of human rights. Retrieved from Factiva.
CQ FD Disclosure (2017). Event Brief of Q3 2017 McCormick & Company Inc Earnings Call - Final. Retrieved from Factiva.
Newspaper: San Diego Union Tribune
Econometer: $15 an hour for fast food jobs? Should the minimum wage be nearly doubled to $15 per hour for fast-food workers? (2013, September 8). U-T San Diego (CA) (First Edition ed.), C-2. Retrieved September 13, 2013, from NewsBank on-line database (Access World News)
Articles, Scholarly:
Example:
Klimoski, R., & Palmer, S. (1993). The ADA and the hiring process in organizations. Consulting Psychology Journal: Practice and Research, 45(2), 10-36. doi: 10.1037/1061-4087.45.2.1)
Books:
Examples:
Chapter in a book:
O'Neil, J. M., & Egan, J. (1992). Men's and women's gender role journeys: A metaphor for healing, transition, and transformation. In B. R. Wainrib (Ed.), Gender issues across the life cycle (pp. 107-123). New York, NY: Springer.
Whole book:
McDonald, M. & Keegan, W. J. (1997). Marketing plans that work. Boston: Butterworth-Heinemann.
E-book, no DOI:
Stark, J. (2010). Building iPhone apps with html, css, and javascript [1st ed]. Retrieved from http://proquest.safaribooksonline.com/9781449380236
Chapter or Section of a web document:
Cite the most specific webpage that you reference in your paper and include a link to the specific page.
Author, A. A., & Author, B. B. (Date of publication). Title of article. In Title of book or larger web document (chapter or section number).
Example:
Spain: Culture (2010). In GlobalEdge. Retrieved January 18, 2010 from https://GlobalEdge.msu.edu/countries/spain/culture
Company Information TEMPLATE
Author (date of publication). Title of article. Title of Journal, volume number, page number. Retrieved from http://nnnnnnn.htm
Title of company (date). Publisher, database source. Retrieved from source name.
Examples: Entries in library databases:
Hoover’s Inc. (2010, February 16). Harley Davidson, Incorporated: In-depth record. Retrieved from ABI Inform.
Company website:
Qualcomm (2010). FY 2009 4th Quarter Earnings Release. Retrieved from the Qualcomm, Inc. website https://www.qualcomm.com
Industry Reports
Example:
Cohen, A. (2017). Department stores in the U.S report 45211. IBISWorld Industry. Retrieved from IBISWorld database
First Research (2017). Clothing Stores. Retrieved from Mergent First Research.
Industry Statistics:
Example:
U.S. Census Bureau. (2010). Musical instrument and supplies stores NAICS: 45114. Washington DC: Author.
Retrieved August 22, 2016 from the World Wide Web:https://factfinder.census.gov/faces/nav/jsf/pages/index.xhtml
Data Set (user created): For customized datasets derived from an electronic database.
REFERENCEUSA or data generated from an analytics site or GIS
Example:
InfoGroup. (2010). Corporate Lodging San Diego Metro Area. Available from ReferenceUSA database.
ESRI. San Diego County Market Potential. 2016. www.communityanalystonline.com. August 25, 2017.
SimplyAnalytics user created data set / map:
SimplyAnalytics (2017). EASI/MRI Consumer Expenditure Data 2016. Retrieved February 17th, 2017, from SimplyAnalytics database.
Encyclopedia, Reference Source or Chapter in a book
See Reference list: other print sources. In Purdue Owl.
Encyclopedia, No author:
Physical Fitness Products. (2007). In Encyclopedia of American industries. (pp. 671-675). Millerton, NY: Grey House Publications.
Reference work, Author:
Basham, M. (2009). Restaurants. In Standard & Poor's industry surveys. (Vol. 1). New York: Standard &Poor's.
Reference work: Multiple Authors: (authors in order as they appear)
Edell, J. A., & Burke, M. C. (1998). Feelings towards ads. In Bearden, W. O. & Netemeyer, R. G. In Handbook of marketing scales (2nd ed., pp. 283-285). Thousand Oaks: Sage.
Legal Citation Formats
See Westlaw or use the Uniform System of Case Citation (Blue Book).
Media--Video
To get the data for this YouTube clip you will need to extract speaker or author name, introductory slide, and other info.
Example:
CSUSM (2015). Forward Together: The Campaign for California State University San Marcos. https://www.youtube.com/watch?v=g7W1MXQUPFE
Personal Communication (interview, email, phone call)
APA rules states that you cite your interviews or emails in the text only since they are not retrievable. Include person's name, type of communication, date. Check with your professor who may also require you to list them in the Works Cited list.
In Text Example:
... (J. Welch, personal communication, January 21, 2010)
.... Patricia Burns, e-mail message to author, December 15, 2008.
REV 10/13 by Carly Den Hartog CSUSM CoBA
10/17 afiegen
APA Citations for Business
Common Business Citation Styles
Common Business Citations in APA Format and selected other links
How to Cite in Text:
Cite as (last name or company name, year, page number). Example: (Longboard Grotto, 2009, p.23)
Example:
She stated, "Students often had difficulty using APA style" (Jones, 1998, p. 199), but she did not offer an explanation as to why.
According to Jones (1998), "Students often had difficulty using APA style, especially when it was their first time" (p. 199).
Consult the Publications Manual of the American Psychological Association (APA) for detailed explanations and additional examples. Copies are available at the Cal State San Marcos Research Help Desk (BF76.7.P83 2009) or on Reserve.
Recommended Citation Generators
A note of caution about Citation Generators.... NOT ALL ARE ACCURATE! Like everything, you need to know the basics and use them with caution and expect to make corrections. EbscoHost databases and Proquest have built in citation generators for each article. Use Cite This, or email citation. Known bug: Proquest authors and dates may need reformatting.
KnightCite developed by Hekman Library Calvin College
DocsCite developed by Arizona State University to help cite government documents
Owl at Purdue APA Style. Highly recommended. Also note the sample manuscript with notations for APA instructions on formatting.
Articles:
Cite the article as you would any print article and add the electronic access information at the end.
DOI: To access electronic articles preference is given to supplying an Digital Object Identifier, a unique number for an article. Inclusion of the DOI, if available, facilitates retrieval
How to find a DOI (Digital Object Identifier)
Example: doi:10.1108/03090560710821161
* If no DOI end with the home page, do not paste the whole URL, of the database name, http://www.lexisnexis.com/hottopics/lnacademic
Articles and News
News article
Wilmot, S. (2019). Electric Cars Have a Profit Problem --- Battery-powered vehicles are better for Wall Street than Detroit manufacturers. Wall Street Journal, pp. Wall Street Journal, 2019-05-14.
Articles, Scholarly, peer review
Sabir, S., Rafique, A., & Abbas, K. (2019). Institutions and FDI: Evidence from developed and developing countries. Financial Innovation, 5(1), 1-20.
Books:
Chapter in a book:
O'Neil, J. M., & Egan, J. (1992). Men's and women's gender role journeys: A metaphor for healing, transition, and transformation. In B. R. Wainrib (Ed.), Gender issues across the life cycle (pp. 107-123). New York, NY: Springer.
Whole book:
McDonald, M. & Keegan, W. J. (1997). Marketing plans that work. Boston: Butterworth-Heinemann.
E-book, no DOI:
Stark, J. (2010). Building iPhone apps with html, css, and javascript [1st ed]. Retrieved from Safari Books.
Company
Template:
Author (date of publication). Title of article. Title of Journal, volume number, page number. Retrieved from http://homeurlonly.htm
Title of company (date). Publisher, database source. Retrieved from source name.
Examples: Entries in library databases:
ViaSat Inc. (n.d.). Retrieved from EbscoHost Business Source Premier.
Company website:
Qualcomm (2010). FY 2009 4th Quarter Earnings Release. Retrieved from the Qualcomm, Inc. website http://www.qualcomm.com/investor/index.html
Chapter or Section of a web document:
Cite the most specific webpage that you reference in your paper and include a link to the specific page.
Template:
Author, A. A., & Author, B. B. (Date of publication). Title of article. In Title of book or larger web document (chapter or section number).
Retrieved from http://www.someaddress.com/full/url/ (courtesy of Owl at Purdue)
Example:
Spain: Culture (2010). In GlobalEdge. Retrieved January 18, 2010 from http://GlobalEdge.msu.edu/countries/spain/culture
Industry Statistics:
Example:
U.S. Census Bureau. (2010). Musical instrument and supplies stores NAICS: 45114. Washington DC: Author.
Retrieved January 21, 2010 from the World Wide Web:
http://factfinder.census.gov/servlet/IQRTable?_bm=y&-ds_name=EC0700A1&-….
Data Set (user created):
For customized datasets derived from an electronic database.
Example:
SimplyAnalytics (2008). Give your data set a name in italics. Available from SimplyAnalytics
InfoGroup. (2010). Corporate Lodging San Diego Metro Area. Available from ReferenceUSA database.
Encyclopedia, Reference Source or Chapter in a book
See Reference list: other print sources. In Purdue Owl.
Encyclopedia, No author:
Physical Fitness Products. (2007). In Encyclopedia of American industries. (pp. 671-675). Millerton, NY: Grey House Publications.
Reference work, Author:
Basham, M. (2009). Restaurants. In Standard & Poor's industry surveys. (Vol. 1). New York: Standard &Poor's.
Reference work: Multiple Authors: (authors in order as they appear)
Edell, J. A., & Burke, M. C. (1998). Feelings towards ads. In Bearden, W. O. & Netemeyer, R. G. In Handbook of marketing scales (2nd ed., pp. 283-285). Thousand Oaks: Sage.
Legal Citation Formats
How to cite legal citations. Use the Cornell University Law School, Introduction to Basic Legal Citation.
Media--Video
To get the data for this YouTube clip you will need to extract speaker or author name, introductory slide, and other info.
Example:
Steuer, D. (2010). Section 2: Effects of economic downturn. 2010 county of San Diego economic roundtable. Retrieved January 21, 2010 from http://www.youtube.com/watch?v=YA9mzYwbUc8
Personal Communication (interview)
APA rules states that you cite your interviews or emails in the text only since they are not retrievable. Your professor may also require you to list them in the Works Cited list.
Example: (J. Welch, personal communication, January 21, 2010)
Patricia Burns, e-mail message to author, December 15, 2008.
REV 10/13 by Carly Den Hartog CSUSM CoBA
Judy Opdahl
760-750-4307
KEL 3424