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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 database 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...
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 database crm template


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

access database crm template  Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all campaign information (no need to drill-down several pages and then drill back up) Online help engine with page level and individual field level help throughout the system Flash or video based online training tutorials Reporting, Data Warehousing and OLAP System delivered with library of packaged marketing reports Each report allows unlimited Read More...
ProTrak Advantage
ProTrak Advantage is the new edition of ProTrak@s CRM software. Its many features include an automated task scheduler, a workflow template manager, and mass

access database crm template  Clients are able to access their information in the ProTrak database through an Internet browser. Read More...
Best Software To Hold Competition At Bay
Having garnered an astutely broad enterprise applications’ portfolio, Best Software recently unveiled its 'customer and/or partner for life' strategy to fend

access database crm template  and the ability to access both ACT! and Outlook address books, regardless of the application in which the user is currently working. However, highlights of ACT! 6.0 would include: Active Libraries - From the Library Tab, users should now be able to directly attach Microsoft Word/Excel/PowerPoint/MapPoint documents, Adobe Acrobat documents (PDF), JPG files and BMP files to the contact record and view them from within that contact record, without launching a separate application. In addition, these Read More...
Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights
Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop

access database crm template  fulfilled or salespeople could access their customer lists without learning a new system. By utilizing Microsoft Dynamics and SharePoint Server 2007, companies realize time and cost savings, promote educated decision-making, and increase data integrity. In our example here, employees have the ability to review and edit a sales order or add a customer to the Microsoft Dynamics database simply by accessing the portal. Additionally, by integrating financial, customer relationship and supply chain processes Read More...
NetSuite CRM+
NetSuite CRM+ holds corporate data in a single database, giving executives access to their key performance metrics on a customizable, real time dashboard. It

access database crm template  single database, giving executives access to their key performance metrics on a customizable, real time dashboard. It also combines customer-facing CRM and web capabilities with back-office ERP and collaboration capabilities for partners. Read More...
Oncontact CRM
Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that

access database crm template  oncontact v,oncontact crm,oncontact software,crm v,oncv Read More...
Exploring the Database Forest
This article for information technology (IT) leaders and database administrators portrays some of the most interesting trends that are shaking up the

access database crm template  the Database Forest This article for information technology (IT) leaders and database administrators portrays some of the most interesting trends that are shaking up the information management industry, along with the noticeable effects that these developments are having on IT. Read More...
Inprise/Borland Challenges Other Vendors to Open-Source Their Database Code
In a move which will challenge other database vendors to open-source their SQL databases, Inprise/Borland Corporation has announced it is releasing the source

access database crm template  Borland Challenges Other Vendors to Open-Source Their Database Code Event Summary SCOTTS VALLEY, Calif. - January 3, 2000 - Inprise Corporation (Nasdaq: INPR) today announced that it plans to jump to the forefront of the Linux database market by open-sourcing InterBase 6, the new version of its cross-platform SQL database. Inprise plans to release InterBase in open-source form for multiple platforms, including Linux, Windows NT, and Solaris, make the database available at no charge, and spin the Read More...
Identity-based NAC: Using Identity to Put the “Control” in Network Access Control
Access control is more than just checking devices for malware before admitting them to a network. Identity-based network access control (NAC) looks at the

access database crm template  the “Control” in Network Access Control Identity-Driven Access Gateways manufactured by Caymas Systems allow organizations to identify, authorize, protect and audit everyone that accesses corporate data and applications.Caymas Systems was founded in 2002 by Terence Brown and Robert Bortolotto, and ceased its operations in late 2007. Source: Caymas Systems Resources Related to Identity-based NAC: Using Identity to Put the Control in Network Access Control : Network Access Control (NAC) (Wikipedia) Read More...
Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

access database crm template  movement across systems, are accessible to third-party tools via SOAP and Java APIs that make it possible to map common CRM, customer and business definitions across transactional and legacy systems. Having accomplished the definition phase, enterprises can then deploy interaction policies, which use the common language of metadata to allow disparate systems to coordinate with each other in real time. The end result is that cross-sell and up-sell opportunities are presented in real time; customers have Read More...
Oracle Announces a Database Fire Sale
On December 16, Oracle Corporation announced lower software and support prices for the Oracle8i database. Specifically, the price of Oracle8i Standard Edition

access database crm template  Announces a Database Fire Sale Event Summary REDWOOD SHORES, Calif., Dec. 16 /PRNewswire/ Today, Oracle Corp. announced lower software and support prices for the Oracle8i database. Specifically, the price of Oracle8i Standard Edition was lowered 40% from $25 per power unit to $15 per power unit, while Oracle8i Enterprise Edition was cut 50% from $200 per power unit to $100 per power unit. Every time we lower prices we sell more software, said Larry Ellison, Oracle Chairman and CEO. Just about Read More...
Dynamics 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 database crm template   Read More...
Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)
Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily

access database crm template  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the Read More...
CRM without Compromise: A Strategy for Profitable Growth
When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at

access database crm template  they all had to access three different systems to check product registration, get product and price information, and take orders or provide technical support. Toggling between different systems took a lot of time and caused inconsistent problem resolution; hence, customer satisfaction was declining. The different channels were not integrated at all. The Vision The goal was to better meet the needs of customers through an improved customer experience across all touch points and to generate customer Read More...

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