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The Changing Face of CRM
The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated

access crm template  the system using remote access to engage supporting enterprise systems, like ERP, to review production schedules, thus enabling another level of customer service. A Final Word The current CRM space is reminiscent of the Olympic motto “Citius Altius Fortius”— Swifter, Higher, Stronger—in that the elements of the customer centric enterprise are similarly aligned. The features and functions mentioned here are all designed to drive a higher level of performance than what traditional CRM tools offer. Read More...
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&n...
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Documents related to » access crm template


A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

access crm template  at executive levels. Getting access to this level will not have the desired effect if the seller can't relate their offerings to an executive buyer's business issues. Failure to do so leads to being delegated downward or worse, to dismissal because the executive doesn't understand the potential value of using your products or services. understand the higher the call is within an enterprise the less product centric the call should be. Executives and decision makers give sellers 30 minutes or less to Read More...
Cincom Asserts Expertise In CRM For Complex Manufacturers
Cincom’s latest CRM product release offers a compelling value proposition for many ‘to order’ manufacturing enterprises. While it is a product that may raise

access crm template  sales teams to have access to up-to-date configuration and pricing information, the Cincom CRM Solution for Complex Manufacturers comes into the picture to enable sales people and partners to establish smart sales processes worldwide. The e-Channel product enables companies with complex products and services to capture and distribute critical sale and product configuration knowledge across all sales channels. It supports direct and indirect sales channels, and it is a comprehensive interactive selling Read More...
CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

access crm template  the appropriate security level access. Rules A sequence of conditions that determine how incidents or opportunities are routed between Queues and enable responses according to the interaction between documents and people. Roles A set of permissions and functions that determine what a user can do within queues. Routing Settings that determine the flow of an incident or opportunity through the system. Ad-hoc routing The ability for a user to decide how information within a queue is routed, as opposed to a Read More...
Interface Software Expands Its CRM Functionality
Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at

access crm template  engagement type searches or access an advanced search template with more search granularity. The Engagements module follows the same path as Interface Software's existing CRM application emphasizing relationship intelligence. As such, the module helps manage an engagement project by capturing all the contacts associated with the engagement and their roles. InterAction Matters has been specially designed for law firms. Its basic functionality is very similar to the one for InterAction Engagements which Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

access crm template  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More...
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

access crm template  Customer Relationship Management Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More...
Cutting the Risk from CRM Purchase and Deployment
Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can

access crm template  and wireless clients, and access to full customization. In fact, one leading hosted CRM vendor notes that their subscription price is only 68 percent of the total cost of ownership. Make sure to ask exactly what's included in the sticker price, and what you can expect to pay for essential extras, especially training and ongoing live support. What's The Bottom Line? Perhaps the best gauge of the right CRM solution is a bake-off . Create a scenario of daily activities, and ask each vendor to show you Read More...
On-Premise vs. On-Demand CRM
When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not

access crm template  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

access crm template  customers, who have multi-channel access to help and information, 24 hours a day. Beautiful . The Best-of-Breed Players  Oh, no, say the Best-of-Breeders such as some still-independent Business Intelligence companies like Business Objects and Cognos , and e-Business and webification products such as Right Now! Technologies, or partial-story vendors such as Kana or eGain . They claim that users should be wary of an all- Oracle , one-stop shop approach, which is all things to everyone, but not the best Read More...
NetSuite 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

access crm template  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...
The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties
The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization

access crm template  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More...
Maximizer CRM 12: CRM Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification

access crm template  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More...
Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM


access crm template  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More...
BizAutomation CRM + Business Management
BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have

access crm template  interface via Outlook Web Access (OWA) and regular Outlook. Read More...

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