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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 flow chart


InterAction
Interface Software's InterAction is a flexible CRM platform that delivers relationship intelligence throughout a firm or organization. Because InterAction is

crm flow chart  InterAction is a flexible CRM platform that delivers relationship intelligence throughout a firm or organization. Because InterAction is accessible anytime, anywhere via an Internet browser or a Windows client, professionals can view and manage information however they choose--through knowledge management platforms, corporate portals, intranets, extranets, and wireless devices--while retaining control over their personal information and 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

Customer Relationship Management (CRM)

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Documents related to » crm flow chart

Microsoft to Add "Encore" Functionality to MBS Great Plains 8.0 Part One: Event Summary


By adding nonprofit and public sector accounting capabilities to the forthcoming MBS Great Plains 8.0 release via acquiring a former independent software vendor (ISV) partner Encore Business Solutions, Microsoft Business Solutions (MBS) may find a way to counteract its archrival Best Software's superiority in the target market.

crm flow chart  emphasis on ERP and CRM solutions; and 2) extend the Microsoft platform with business applications at the core horizontal functionality level, providing greater opportunities for ISVs to develop deeper and richer vertical functionality. This platform focus should offer ISVs multiple opportunities to engage with MBS, since they can 1) connect their products to Microsoft's suite of solutions; 2) leverage their products to extend the core functionality of the Microsoft business application; or 3) embed and Read More

Mid-market ERP Vendors Leveraging (and Occasionally Outdoing) Microsoft’s “Plumbing” - Part 1


My recent blog post on what 2010 might have meant to Microsoft’s business solutions reflected on the highly publicized mid-2010 launch of Microsoft Office 2010, SharePoint Server 2010, and Visio 2010. For the hundreds of thousands of people around the world who use some combination of one or more of Microsoft Dynamics ERP products, Microsoft Dynamics CRM, Microsoft Office, and Microsoft SharePoint

crm flow chart  ERP products, Microsoft Dynamics CRM , Microsoft Office, and Microsoft SharePoint Server to run their businesses, that announcement has provided opportunities for increased business productivity. The article then analyzed the current state of affairs at Microsoft Dynamics, which also included some recent wins over mature SAP , Oracle , and Sage product instances . But what about Epicor and SYSPRO , the two prominent  enterprise resource planning (ERP)  mid-market incumbents that also heavily harness Read More

ERP: Origins, Developments, and Trends


ERP first developed as a form of inventory control and later grew to link disparate bodies of information together from across the enterprise. Now, ERP enhancements include SCM, CRM, and e-commerce features, just to name a few. However, where is this technology going? What does it mean now?

crm flow chart  are also encompassing front-end CRM functionality in their ERP solutions. CRM itself has gone from a vast field of point solutions to suites of customer care applications covering SFA, field service, telesales, call centers, marketing automation, etc. Additionally, e-business is also being factored into the ERP equation, as is real time performance integration. Currently, ERP systems rely relational databases , which are good at retrieving small numbers of records, but do not effectively retrieve large Read More

Are You Ready for Enterprise Feedback Management?


Enterprise feedback management (EFM) is the process of systematically collecting, analyzing, consolidating, and using all sources of feedback to improve your company and your overall profitability. EFM includes not only aggregating feedback from multiple stakeholders, across multiple channels, but also getting real-time, actionable information to where it’s relevant in the company. Learn more about implementing EFM.

crm flow chart  typical CRM system. If CRM tells you the “who, what, where, and when,” EFM tells you the “how and why.” Similarly, EFM can be used in many HR areas, including compensation and performance reviews, input into a balanced scorecard, training needs and competency evaluations, and hiring evaluations for recruitment purposes. An Analogy – Money Flow Consider all of the ways that money can flow in and out of your company. Money flows in from cash, credit card processing, and bank check clearing. Some Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm flow chart  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

crm flow chart  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation 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 flow chart  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 On-Demand CRM Comparison Guide


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

crm flow chart  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm flow chart  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. 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 flow chart  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. 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 flow chart  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

crm flow chart  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm flow chart  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

crm flow chart  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application Read More