X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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

Read More


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.  

Evaluate Now

Documents related to » crm accountants

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   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   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   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   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   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   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   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   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   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   Read More