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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 experts


Ask the Experts: Is Hosted CRM Really the Right Option for You?
We submitted this question to our analyst team to get their collective opinion. Read on to find out what they had to say.Leslie SatensteinWith the advent

crm experts  the Experts: Is Hosted CRM Really the Right Option for You? We submitted this question to our analyst team to get their collective opinion. Read on to find out what they had to say. Leslie Satenstein With the advent of several “technological changes,” it hardly matters (from a performance point of view) if your CRM package is local or remote. • Operating systems are becoming less and less important for hosting desktop applications. • High-speed (fiber) connections are becoming increasingly low

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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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Cognos Unveils CRM Solution


Cognos, one of the largest business intelligence and on-line analytical processing vendors, has announced an aggressive customer relationship management initiative to supply the extensive interactive reporting, analysis, and scorecarding functionality needed to leverage the data supplied by products like Clarify and Siebel. Cognos considers an effective CRM system to be a 'must-have' application in today’s click and mortar economy. In addition, they have joined the Siebel Alliance as a premier partner.

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CRM Secrets of ROI and TCO


There is a real cost associated with buying and using a customer relationship management (CRM) software system. Licensing, implementation, integration, and adminstration, are just some of the challenges companies face. Learn the secrets of twenty-one experts in CRM, IT, business and management consulting on getting real value from CRM software.

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Ask the Experts: Approaches to Data Mining ERP


From one of our readers comes this question: I am a student of IT Management; I have an ERP course and I am supposed to write an article to review new aspects of ERP systems. I’ve decided to explore the reasons for using data mining techniques in ERP systems—and to look at different modules to which these techniques have been applied. I am going to prepare a framework to determine

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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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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Epicor CRM Software for Retail a Popular Choice to Improve Customer Experience


With various packages of customer relationship management (CRM) software for retail available on the market, two retailers recently selected Epicor’s latest CRM software release, Epicor Retail CRM 7.0, with the goal of improving customer experience. Epicor’s CRM software for retail seems to be a popular choice.

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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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