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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 2009 crm excellence award


Managing Customer Returns and RMAs
There are common and unique variations to returned material authorizations (RMAs) that can compound a company’s enterprise resource planning (ERP) system

2009 crm excellence award  Using Microsoft Dynamics AX 2009 . Returned material generally requires an authorization, termed returned material authorization (RMA) or returned goods authorization (RGA). In a simple situation, for example, the customer wants to return a defective product and obtain a credit. The company creates an RMA and provides the RMA number to the customer, who returns the item. The company subsequently records receipt for the returned item and creates a credit note for the customer. Variations to this simple

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » 2009 crm excellence award

Managing Customer Returns and RMAs Using Microsoft Dynamics AX


Returned material authorization (RMA) built on sales order functionality, such as that used by Microsoft Dynamics AX, can drastically simplify RMA processes.

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How did Pegasystems avert disaster and become one of the fastest growing technology companies? The business process management (BPM) vendor started delivering software that users could change relatively easily. TEC Principal Analyst P.J. Jakovljevic takes a close look at Pega BPM and how this customer-centric software with its unique approach to process execution and modeling has contributed to Pegasystems’ success.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

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SouthWare Excellence Series: Making Excellence Easier Part Four: Application Analysis & Development Environment


This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.

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