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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 certification training


Dynamics CRM
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer

crm certification training  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft

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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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Documents related to » crm certification training

TEC Product Certification Report: Meridian Global LMS 2008.2


Meridian Knowledge Solutions’ learning management system (LMS), Meridian Global LMS 2008.2, is now TEC Certified. The certification seal is a valuable indicator for organizations who rely on the integrity of TEC’s research services for assistance with their software selection projects. Download this 23-page TEC report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm certification training  have different documents about ERP,CRM,LMS,etc... Source: Technology Evaluation Centers Resources Related to TEC Product Certification Report: Meridian Global LMS 2008.2 : Learning Management System (LMS) (Wikipedia) TEC Product Certification Report: Meridian Global LMS 2008.2 Meridian Global LMS 2008.2 is also known as : Learning Management System LMS , Learning Management System Software , LMS Learning Management Systems , LMS System , Global LMS 2008 TEC , Elearning Management System , Elearning LMS Read More

Bluebee ERP v.4b.08 for Discrete Manufacturing and Distribution Certification Report


Companies performing a software evaluation and comparison want assurance that the products they’re evaluating do what the vendors say they do. Solutions certified by Technology Evaluation Centers (TEC) and bearing the TEC Certified logo were analyst-verified for accuracy. Learn about a TEC Certified ERP system for distribution and discrete manufacturing that might offer the modules and functionality you need.

crm certification training  Management (customer relationship management [CRM] and e-commerce). Baseline Graph for ERP for Distribution If you consider all your priorities as equal, this is how the vendor's product would stack up. The dotted blue benchmark line represents equally weighted priorities. However, ideally, you will have priorities like the adjusted contribution analysis graph below. ERP for Distribution Main Modules   Financials Human Resources (HR) Supply Chain Management Distribution Process Management Retail and Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation Centers. 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.

crm certification training  for all submodules except CRM and e-commerce requirements. Analyst Summary Navigator One provides modules to enhance existing SAP Business One functionality, allowing users to benefit from both the SAP Business One options and the advanced features provided by add-ons created for specific needs (e.g., Production One for manufacturing companies, Project One for project-oriented organizations, and Matrix One for Fashion and Apparel). While the majority of Navigator’s customers are based in North America, Read More

Tenrox: Certification Complete


This just in—Tenrox has joined the ranks of TEC Certified systems providing project portfolio management (PPM) functionality. See TEC’s Vendor Showcase for updated Tenrox profiles:PPM for Internal Departments PPM for Professional Services Automation I’ll be providing a full report here on the TEC site in the coming weeks (including strengths, weaknesses, and benchmarking analysis

crm certification training  Certification Complete This just in—Tenrox has joined the ranks of TEC Certified systems providing project portfolio management (PPM) functionality. See TEC’s Vendor Showcase for updated Tenrox profiles: PPM for Internal Departments PPM for Professional Services Automation I’ll be providing a full report here on the TEC site in the coming weeks (including strengths, weaknesses, and benchmarking analysis of each module), but for now, I’ll just give you the 30-second overview of this Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

crm certification training  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

crm certification training  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm certification training  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

crm certification training  And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of 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 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.

crm certification training  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

Updating and Streamlining Compliance Training Across a Network of Hospitals


Exempla Healthcare was facing several business challenges, including achieving 100% compliance on annual required training, establishing consistency and content standardization among hospitals, and reducing student time spent in training. The company selected ToolBook®, along with SumTotal Learning Management, to create, deliver, and track training using one integrated system. Read the case study and see the benefits.

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Ramco ERP Certification Just Awarded


We are proud to welcome Ramco ERP to our family of TEC Certified systems. The detailed Ramco ERP certification report (strengths, weaknesses, bells and whistles) will be available soon, but here’s a sneak preview. Launched as an independent company in 1999 (following a demerger from its then parent company Ramco Industries), Chennai (India)-based software vendor Ramco has around

crm certification training  ERP Certification Just Awarded We are proud to welcome Ramco ERP to our family of TEC Certified systems. The detailed Ramco ERP certification report (strengths, weaknesses, bells and whistles) will be available soon, but here’s a sneak preview. Launched as an independent company in 1999 (following a demerger from its then parent company Ramco Industries), Chennai (India)-based software vendor Ramco has around 100 customers at 1,000 locations across 35 countries. Overall, Ramco ERP is a full-fledged 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 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.

crm certification training  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

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 certification training  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