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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.

2009 crm excellence award  Using Microsoft Dynamics AX 2009 . An RMA provides the starting point for managing a customer return, as well as its replacement or repair, and its related accounting transactions. Each RMA is given a unique identifier by Dynamics AX and consists of a header and line items. The header indicates the customer and an optional reason code for the customer return. Each line item indicates the item, quantity, ship-to location, and expected receipt date for a customer return; it also indicates the credit amount Read More

Business Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers


Hospitals around the world are facing increased pressure to improve operations from multiple directions. Legal requirements, aging populations, and an ever-growing need to be service-oriented are forcing hospitals to do more with less. Hospitals could be doing more to coordinate, analyze, and use data to improve operational performance. A new generation of business intelligence (BI) tools, such as dashboards, can help.

2009 crm excellence award  Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers Business Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Founded in 1972, SAP has a rich history of innovation and growth as a true industry leader. SAP currently has sales and development locations in more than 50 countries worldwide and is Read More

PegaWorld 2011 Revisited


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.

2009 crm excellence award  of the Year” for 2009. He has frequently presented at international conferences, written articles for major publications, and has been consulted extensively on the use of advanced technologies and work automation. Alan has been profiled in national print and broadcast media including Fox Business News, Fortune Magazine, Inc. Magazine, Forbes, The Boston Globe, The New York Times, Bloomberg Television, Barron’s, Reuters, and Investor’s Business Daily ; he has also been named the inventor of five Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

2009 crm excellence award  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key an Read More

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.

2009 crm excellence award  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Read More

Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

2009 crm excellence award  CRM: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

2009 crm excellence award  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

2009 crm excellence award  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

Hitting the Moving Target of Operational Excellence


Accessing the right information is a crucial step in achieving operational excellence. But companies can examine performance in so many ways—and deliver that information through so many platforms—that it’s hard to know where to begin. Learn how your company can move toward operational excellence, following the three key steps of internal assessment, competitive benchmarking, and resource prioritization and acquisition.

2009 crm excellence award  operational excellence,business excellence,operational results,operational excellence quality,efficiency improvement,mastering operational excellence,process excellence Read More

Top 5 Security Tips for 2009


In the white paper top 5 security tips for 2009, discover what smaller companies like yours can do to protect themselves from security threats that...

2009 crm excellence award  5 Security Tips for 2009 If you think your business is not at risk, then think again. Internet security is no longer just a concern for large targets such as banks, but is a serious reality many small and mid size companies have to deal with. Faced with the same security challenges, how can smaller organizations manage without the same IT budget or resources ? What can these businesses do to have the same level of protection? In the white paper Top 5 Security Tips for 2009 , discover what smaller Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

2009 crm excellence award  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

2009 crm excellence award  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

2009 crm excellence award  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

Keys to Operational Excellence in the Process Industries


Find out in operational excellence in the process industries.

2009 crm excellence award  Process Industries . This 2009 Aberdeen report will inform you about the market pressures facing the process industries; strategic responses to key market pressures; practices, processes, and technologies employed by best-in-class companies; and steps to success required to achieve best-in-class performance. Caught in a squeeze by thin margins, falling prices, and uncertainty in demand, process manufacturers are turning to all available means to achieve operational excellence. Learn how best-in-class Read More