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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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 crm accountants


Accountants Deserve Better?
Accounting and BusinessAccounting departments have long suffered from being considered as serving a lower-priority function and playing a subsidiary role to

crm accountants  sales, customer relationship management (CRM), inventory, and other bugs are fixed. After talking to practicing accountants and financial managers, I can vouch that they fully confirm this tendency. Fully understanding the root cause of such practices, I still don’t think this is a fair and reasonable way to treat the accounting and financial side of a business. As I have shown above, insufficient attention to the accounting issues of a software package may lead to irreconcilable losses and wrong

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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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Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Four: Market Impact Continued


Sage Group's decision to finally group its plethora of enterprise-level applications in North America under the Best Software brand in 2002 emanated from the company's ability to deliver highly integrated components, and to weave a unified story around this concoction of products, many of them with best-of-breed traits.

crm accountants  for the rookie' Microsoft CRM product, MBS has very little users' feedback so far, whereas its VARs that will implement it, although being numerous, do not have many CRM experts and much CRM implementation experience, which is quite the opposite in SalesLogix' case of over 500 seasoned resellers. As a matter of fact, Best is hoping to vicariously benefit from increased CRM awareness that its foe Microsoft has recently been generating for its up and coming Microsoft CRM product. This concludes Part Four Read More

Second Foundation Consulting


Second Foundation is a full service accounting consulting organization that delivers the most complex and demanding accounting system solutions for mid-market companies throughout North America. Second Foundation employs a team, comprised of Chartered Accountants, Certified Professional Accountants, business consultants, project managers, certified developers, and technical experts. Our expertise includes Financial Accounting, Customer Relationship Management (CRM), Manufacturing & Distributions and solutions for Professional Service Organizations (PSA). Second Foundation is authorized to implement an impressive array of products from a variety of vendors including Epicor Software Corporation, Microsoft Great Plains, Microsoft Navision, ACCPAC International and Best Software. All of these vendors are leaders in the mid-market accounting software industry. Additionally Second Foundation is a certified partner for Citrix and Microsoft solutions.

crm accountants  Accounting, Customer Relationship Management (CRM), Manufacturing & Distributions and solutions for Professional Service Organizations (PSA). Second Foundation is authorized to implement an impressive array of products from a variety of vendors including Epicor Software Corporation, Microsoft Great Plains, Microsoft Navision, ACCPAC International and Best Software. All of these vendors are leaders in the mid-market accounting software industry. Additionally Second Foundation is a certified partner for Read More

Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Two: Event Summary Continued


During Insights 2003, Best Software announced several new industry-specific kits and a strategic acquisition in support of its vertical product strategy, which targets manufacturers, distributors, nonprofits and accountants. More than 40,000 accounting and bookkeeping firms currently use or recommend Best Software products.

crm accountants  for integrated front-office/back-office CRM and accounting solutions with SalesLogix and MAS 500 for mid-market customers, and with ACT! and Peachtree for small businesses. Approximately 7% of all new license sales this year have resulted from such increased cross-selling initiatives across the company's diverse portfolio. The company has also met the specialized application needs of its small business customers for more integrated business management solutions by introducing a variety of new Read More

Best Software Delivers More Insights To Its Partners (As Well As To The Market)


Several months after having unveiled its 'customer and/or partner for life' strategy blueprint at the end of 2002, Best Software recently organized its first annual Insights 2003 conference and briefed its partners on the actual steps of executing its strategy to prop itself up against the inevitable face-off against Microsoft Business Solutions.

crm accountants  to implement a complete CRM system in 30 days for an upfront, fixed price, guaranteed. The Best Software Accountants Network (BSAN) , also introduced last October to support CPAs using or recommending Best Software products, has also helped drive partner business. The company has facilitated an increasing number of strategic alliances between member firms and Peachtree Certified Consultants to help close deals. The network enables Best Software to offer comprehensive business management resources and Read More

Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

crm accountants  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More

How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

crm accountants  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you 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.

crm accountants  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

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

crm accountants  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm accountants  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm accountants  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. 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.

crm accountants  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 technologies are actually introduced. Therefore, introducing CRM into an Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

crm accountants  Benefits of Selecting a CRM Implementation Partner Harvest Solutions offers consulting services to help you select and implement your company's CRM system. Throughout our many years of experience in the CRM industry we have created a methodology for designing and implementing CRM systems which leads to successful outcomes for our clients. Source: Harvest Solutions Resources Related to The Benefits of Selecting a CRM Implementation Partner : Customer Relationship Management (CRM) (Wikipedia) The 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.

crm accountants  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. Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

crm accountants  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More