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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 evaluation form


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

crm evaluation form  industry specialist and leading CRM analyst group www.yankeegroup.com Appendix III: RFP Outline 1. Introduction and Purpose RFP purpose Timeline Sequence of events 2. Company Background Vision and Mission Markets and Customers Sales, Marketing and Customer Support organization, objectives and processes 3. RFP Evaluation Go / No-Go Criteria (optional) Functionality Requirements Matrix & Response Scale Operational Analysis Maintenance & Support Vendor Financial Analysis Implementation Approach References 4.

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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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The Lexicon of CRM - Part 1: From A to I


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM.

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TEC’s I&CM Evaluation Center (Slowly but Surely) Gaining Traction - Part II


Part I of this blog series expanded on some of TEC’s earlier articles about companies’ need for better commission and incentives calculations and best sales performance management (SPM) practices. It also introduced the latest entry in TEC’s I@CM (Incentive @ Compensation Management) Evaluation Center, Varicent Software’s flagship product, Varicent SPM [evaluate this product]. Varicent

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e-Business Service Provider Evaluation & Selection


This is a transcript of an audio conference on E-Business Service Provider Evaluation and Selection presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a live real time evaluation and selection. It then reviewed the critical differentiating service provider criteria, as well as detailed comparisons of competing vendors within the various types of DBSPs.

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3 Questions You Need to Take More Seriously When Adopting Mobile CRM


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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.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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EBSuite CRM


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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


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