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Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report
The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise

crm for mortgage brokers  for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations. Read More

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&n...
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Documents related to » crm for mortgage brokers


Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm for mortgage brokers  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More
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

crm for mortgage brokers  Returned Goods Handling, and CRM and e-commerce Requirements submodules Sales Management is another module that is extensively supported by many discrete ERP products, which explains why the average solution has very strong support for all submodules. Navigator ranks very close to 100 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 Read More
Charting a Better Course for Your Business: Eight Rules for Investing in a New Accounting System
A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you

crm for mortgage brokers  a Better Course for Your Business: Eight Rules for Investing in a New Accounting System A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you maximize resources with streamlined processes, and be nimble enough to help you navigate the changing currents of today’s business environment. Download this white paper to make sure you have the facts straight about what to look for—and what to Read More
Vitria OI 4: Data for Today and for the Future
Vitria is a long-time player in the provisioning of software solutions for analyzing information in real time. Founded in 1994 by two entrepreneurs—Drs. JoMei

crm for mortgage brokers  OI 4: Data for Today and for the Future Vitria is a long-time player in the provisioning of software solutions for analyzing information in real time. Founded in 1994 by two entrepreneurs—Drs. JoMei Chang and Dale Skeen, Vitria’s current chief executive officer (CEO) and chief technology officer (CTO), respectively, Vitria has evolved its operational intelligence and business process management (BPM) applications into mature and stable solutions that enable data analysis in real time and BPM Read More
The Service Equation: 4 Keys for IT to Create Value for the Business
IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT

crm for mortgage brokers  Service Equation: 4 Keys for IT to Create Value for the Business IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services. Read More
glovia G2 Is Now TEC Certified for ERP for Discrete Manufacturing
I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of

crm for mortgage brokers  G2 Is Now TEC Certified for ERP for Discrete Manufacturing I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of ERP for discrete manufacturing solutions in TEC’s ERP Evaluation Center. Glovia has more than 30 years of experience developing its solution to meet the needs of discrete manufacturers. And, based on the data evaluated by Technology Evaluation Centers (TEC), G2 is one of the more Read More
NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report
NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the

crm for mortgage brokers  Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. 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 Read More
Compiere ERP & CRM
Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and

crm for mortgage brokers  application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management. Read More
ERP Analytics vs. BI for Manufacturing: Which Is Right for Your Organization?
Organizations are constantly looking for ways to maintain their competitive advantage and increase sales while lowering costs. Analytics helps organizations

crm for mortgage brokers  Analytics vs. BI for Manufacturing: Which Is Right for Your Organization? Organizations are constantly looking for ways to maintain their competitive advantage and increase sales while lowering costs. Analytics helps organizations identify whether they are getting the most out of their resources. Is the money they spend going to good use? Are they proactively identifying ways to cut costs while maximizing resources? Enterprise resource planning (ERP) solutions for manufacturers have analytics embedded Read More
Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment
Midsize businesses feel the most pressure to boost revenue and increase profits@and have smaller margins for error. Achieving your goals requires making smart

crm for mortgage brokers  BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for Read More
On-Demand Software for BPM: Now Ready for Enterprise Adoption
Planning, forecasting, and reporting are among the business processes that, if strengthened with analytic software, can help companies improve their performance

crm for mortgage brokers  Demand Software for BPM: Now Ready for Enterprise Adoption Planning, forecasting, and reporting are among the business processes that, if strengthened with analytic software, can help companies improve their performance. Due to time and expense of implementation, many mid-sized have been slow to aggressively adopt business performance management (BPM) solutions. See how on-demand BPM software is a low-cost, low-risk BPM solution that is likely to lead to an “early payback.” Read More
A Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success
Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However,

crm for mortgage brokers  Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges. Read More
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

crm for mortgage brokers  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More
NetSuite OpenAir for PPM for PSA Certification Report
NetSuite OpenAir is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the

crm for mortgage brokers  OpenAir for PPM for PSA Certification Report NetSuite OpenAir is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management Evaluation Center. 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 Read More

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