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 crm project name


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

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm project name

Yet Another ERP/CRM Partnership


Solomon Software Inc., a leading provider of mid-market financial and business management systems, and SalesLogix, a leading provider of electronic customer relationship management (eCRM), have signed a five-year, multi-million dollar OEM software arrangement.

crm project name  extends the SalesLogix Open CRM Initiative, launched last year, which enables leading companies to incorporate the benefits of advanced sales, marketing, and customer support automation into the products and services they create and market. Under terms of the arrangement, SalesLogix will provide Solomon's channel partners with product support for the first year of the contract, with additional support and training becoming a collaborative effort between the two software industry leaders in the future. Read More

The Lexicon of CRM - Part 2: From J to Q


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

crm project name  services, now associated with CRM packages, that help automate the tasks of, say, a consulting company that offers Professional Services to clients. A PSA package might contain Quoting tools, Project Management Tools, personal time and expense reporting, as well as personnel optimization schemes, matching the customer need to the employee who is both capable and available to fill that need. Q   QBE - Query By Example . There are a lot of ways to search databases. You can submit keyword searches, conduct Read More

PowerTrieve, A LEAP For CRM?


Although CRM applications, Portals, and Contact Centers are contributing to the improvement of customer relationships and the effectiveness of employees; in many cases they remain convoluted to users whether they are customers or company employees. Will LEAP (Language Enabled Application Platform) products like the PowerTrieve solve the problem?

crm project name  stake. See previous article: CRM Application Users are Key to Project Success. Complexities are driven from the various interfaces users have with the application. In many cases, familiar processes have been modified to either fit the application structure or redesigned to be more client oriented. Users are required to navigate through a series of applets and views knowing where to start and where to end in order to complete the entire process. The same situation applies to Contact Centers where Read More

Are You Ready for the Project Economy?


The multitude of messages and media in this interactive age contributes to a fragmented consumer goods market. Shorter product life cycles, mass product customization, and increasing supply chain complexity are all symptoms of the new project economy. The arrival of this new age must be recognized by business leaders, and the systems supporting business must change to accommodate this reality.

crm project name  extended ERP functionality, including CRM, SCM, PLM, CPM, enterprise asset management, and MRO capabilities. If you need further information, e-mail to info@ifsworld.com , contact your local IFS office or visit our web site: www.ifsworld.com Searches related to Are You Ready for the Project Economy? : Project Economy | Project Economy Industry | Indicators Project Economy | Project Economy Strategies | Information Economy Project | Knowledge Economy Project | Project Management Economy Development | Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm project name  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

crm project name  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is Read More

Enterprise On-Demand CRM Comparison Guide


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

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

Project Portfolio Management for New Product Development: Tracking the Project Cycle from Idea to Launch


Resource allocation and phase-based processes are key features to consider when selecting a project portfolio management solution for new product development (NPD) projects. More importantly, NPD projects demand a best practices framework, like Stage-Gate®, for their success.

crm project name  Portfolio Management for New Product Development: Tracking the Project Cycle from Idea to Launch Introduction Besides being relevant to professional services organizations (PSO) and internal information technology (IT) departments, project portfolio management (PPM) software is applied in multiple vertical markets in the area of new product development (NPD). In industries ranging from manufacturing and high technology to consumer goods and biotechnology, PPM solutions help manage the corporate Read More

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

crm project name  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 Library ensures correct document versioning and allows users Read More

The Keys to Effective Project Governance Leadership


Project Sponsor.com conducted a three-year research program on project governance. The findings turned up some surprising facts on how project governance is approached and applied in businesses today, and shed some light on what is required for project governance to be effective.

crm project name  Keys to Effective Project Governance Leadership Business executives tend to approach project governance with good intentions, but with few governance-specific skills, and with little knowledge or education on the process. It is assumed by all parties involved in a project that no such expertise is needed. This is a false assumption. Between 2003 and 2005, Project Sponsor.com conducted an in-depth project governance study on more than 40 major Australian organizations. The study involved detailed Read More

How Project Portfolio Management Can Deal a Winning Hand to the SMB Project Manager


Project portfolio management (PPM), once a solution only larger organizations could afford, enables companies to analyze, recommend, authorize, activate, expedite, and monitor projects. In recent years, however, small to medium businesses have been able to benefit from PPM too, through software-as-a-service models of this tool.

crm project name  Project Portfolio Management Can Deal a Winning Hand to the SMB Project Manager Originally published - June 27, 2008 As organizations fight tenaciously for every inch of market share, IT departments have had to deploy technology that assists these dynamic organizations to remain competitive. One of these technologies is project portfolio management (PPM): a set of processes to analyze, recommend, authorize, activate, expedite, and monitor projects to meet organization improvement goals. Figure 1 Read More

]project-open[


The ]project-open[ Web-based project management application covers essential functionality for project/portfolio management, CRM, finance, human resources, knowledge management, and more. ]project-open[ solutions target the following: - Agency use, especially for advertising or Internet agencies with requirements for collaboration, cost accounting, invoicing, and access security. - IT service management (ITSM), for monitoring IT projects, financial aspects, and BI-style reporting. - Translation management, for translation agencies in need of document management which integrates with computer aided translation tools, and other agency requirements. - Consultant use, to reduce administrative overhead, track progress for many different projects, identify cost overruns, support remote workers, keep consultants on a methodological track, and change the junior/senior ratio.  

crm project name  functionality for project/portfolio management, CRM, finance, human resources, knowledge management, and more. ]project-open[ solutions target the following: - Agency use, especially for advertising or Internet agencies with requirements for collaboration, cost accounting, invoicing, and access security. - IT service management (ITSM), for monitoring IT projects, financial aspects, and BI-style reporting. - Translation management, for translation agencies in need of document management which integrates Read More

Product, Project, Process, and People: The Four Ps of PLM Analytics


Product, project, process, and people represent the four areas of PLM analytics that may help PLM user organizations develop better products, improve the product development process, increase operational efficiency, and better measure employee performance, respectively.

crm project name  Project, Process, and People: The Four Ps of PLM Analytics After a product lifecycle management (PLM) system has been implemented and used for a while, the accumulated data within the system becomes valuable. This data not only supports daily operations but it also has the potential to help companies to better understand historical performance and predict the future, if it can be interpreted properly. In fact, reporting and analytics has been a part of some PLM offerings for a while. For instance, 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 project name  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