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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 notes complete introduction


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 notes complete introduction  direct me to another CRM vendor that would be more fitting.   NetSuite C Notes Sales rep was very argumentative. When we asked for accounting bucketing (combining elements based on weight and size), we were told it cannot be done. We have to provide them with tax tables and customized quote form.   Oncontact B Notes System navigation console looked good at first glance (functionality was not available for good RT usage), low price There were lots of extra pricing tack-ons, such as the fact that

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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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'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: Oracle


There are two ways to build enterprise application solutions: link together disparate, best-of-breed solutions, in which vendors embrace open architectures and inter-application messaging protocols, or find a one-stop-shop with all the software, functionality, and interoperability one could ever ask for. Oracle insists the latter is the best way, and it is their way. But is it best for Collaborative-Commerce? Is their vision of C-Commerce and interoperability yours as well?

crm notes complete introduction  Internet technologies have matured, CRM packages on the front end, and e-Procurement and Supply Chain Management packages on the back end, these packages have come into their own. Now in 2001, the catchphrase is Collaborative Commerce, where we unite all of the above elements into one coherent system within and between organizations. This is the Big Kahuna, the zero latency, fully transparent, 360 degree exposure that is the stuff systems integrators dream of. Is it here? Are the technologies mature Read More

Software for Real People Part One: MindManager Feature and Functions


Many software applications are indispensable for the operation and management of the enterprise. They, however, may actually stifle creativity--arguably the most valuable aspect of human capital--by requiring the user to adapt to the tool rather than have the tool supporting the user.

crm notes complete introduction  (BPM), customer resource management (CRM), project planning, and word processing, are basically linear processes that primarily rely on textual or numeric structure. Despite their inflexibility, these tools have come to be seen as an important to the operation and management of the enterprise. As a result, we require the user to adapt to the tool rather than the tool supporting the user. Like the old saying, If all you have is a hammer, then everything looks like a nail . As silly as it seems, we are Read More

Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Two: Event Summary Continued


During Insights 2003, Best Software announced several new industry-specific kits and a strategic acquisition in support of its vertical product strategy, which targets manufacturers, distributors, nonprofits and accountants. More than 40,000 accounting and bookkeeping firms currently use or recommend Best Software products.

crm notes complete introduction  for integrated front-office/back-office CRM and accounting solutions with SalesLogix and MAS 500 for mid-market customers, and with ACT! and Peachtree for small businesses. Approximately 7% of all new license sales this year have resulted from such increased cross-selling initiatives across the company's diverse portfolio. The company has also met the specialized application needs of its small business customers for more integrated business management solutions by introducing a variety of new Read More

Made2Manage Systems 'One Year After': Reenergized and Growing Part Two: Future Direction


Made2Manage focused on enriching the software ownership experience for its customers--to the point where they sometimes even volunteer to influence prospective buyers.

crm notes complete introduction  product, including improvements in CRM and output options. Key features to look forward to in TMM v9.2 would include: Language Localizer This component will help TMM users build more reliable communication into each stage of the manufacturing process, regardless of language barriers. As a standard tool within TMM v.9.2, Language Localizer will enable users to translate labels, messages, menus, and other essential text elements within the application. Master Scheduler TMM v9.2's advanced planning and Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

crm notes complete introduction  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

crm notes complete introduction  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential merger deserves Read More

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.

crm notes complete introduction  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. Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm notes complete introduction  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

An Introduction to Load Balancing


Is it possible for a business to ensure uninterrupted, secure, and high-performance access to network-based business applications and web sites? Yes. With network load balancers, user requests are evenly distributed among available servers so that individual servers do not become overwhelmed. Learn about the basics of load balancing and how it can improve the performance and security of your business applications.

crm notes complete introduction  load balancing,load balancing architecture,load balancing definition,load balancing diagram,load balancing firewall,load balancing hardware,load balancing method,load balancing options,load balancing products 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 notes complete introduction  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

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 notes complete introduction  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

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm notes complete introduction  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

An Introduction to BPM


Business process management (BPM)—the discipline of modeling, automating, managing, and optimizing business processes—is one of the hottest market segments in the software industry today. Its rapid growth is driven by the increasing recognition that success is driven by the efficiency of your organization’s business processes. But what exactly is a business process—and how can BPM improve it?

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An Introduction to QlikView 6


QlikTech develops and provides a complete suite of powerful business intelligence and data analysis software called QlikView (pronounced click-view). QlikView’s powerful business intelligence and analytics engine is utilizing patented AQL technology to build a non-relational, highly space-efficient associative database residing in RAM. This results in interactive, easy-to-use business analytics applications that are considerably more flexible and faster to deploy compared with traditional business intelligence and OLAP solutions. The purpose of this paper is to provide an introduction to the QlikView user interface and descriptions of the various features that set QlikView apart from other database interfaces.

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