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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 analysis on


Bridging the CRM Analysis Gap
On any given day, your interactions with a few strategic customers will make a huge long-term difference. But which few customers? A new type of analytic

crm analysis on  the CRM Analysis Gap On any given day, your interactions with a few strategic customers will make a huge long-term difference. But which few customers? A new type of analytic application, customer value management (CVM), answers the need to identify, analyze, and predict customer behavior. Using CVM enables companies to shift from campaign-centric to customer-centric analysis, and develop more individualized and profitable customer relationships.

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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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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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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.

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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.

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CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

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Infor ERP SyteLine CRM


Infor CRM for SyteLine is a web-based customer relationship management application that provides sales force automation, marketing, quote, order, and support management. Infor CRM is built specifically for mid-market manufacturers that need to manage the entire customer process from lead origination through order placement and customer service. With tight integrationto SyteLine, CRM provides a connection between front- and back-office. CRM streamlines sales and customer services processes, decreasing the cost of sales and cost to server.  

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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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Enterprise On-Demand CRM Comparison Guide


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

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Medtech CRM




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Microsoft Dynamics CRM by ERT


Microsoft is bringing Customer Relationship Management (CRM) software into a new era with Microsoft Dynamics CRM 2011. It is a flexible CRM solution that works the way your people do, works the way your business does, and works the way IT wants it to.Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 2011, an all-new Customer Relationship Management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft Dynamics CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook —the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works —and works very well— because it works the way your users already do, works the way your business already does, and works the way technology should.CRM is one of the most exciting and fastest growing concepts in business today. ERT Group’s CRM consultants can make it possible for your company to shift to a customer-centric focus by implementing a single, fully integrated CRM system.

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Application Single-Sign On: Netegrity, Securant, or Evidian?


As security breaches become increasingly more frequent, minimizing user access to back-end systems and web applications without impacting legitimate usage is more important than ever before.

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