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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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Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm project proposal


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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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 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 proposal

TEC Helps Companies Compare, Select, and Evaluate PPM or Project Portfolio Management Software


Enterprise software analyst firm Technology Evaluation Centers (TEC) recently launched its Project Portfolio Management (PPM) Evaluation Center, to help project managers, consultants, and decision makers compare the most qualified PPM systems based on their own, unique priorities.

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Project-oriented versus Generic GL-oriented ERP/Accounting Systems


Caught between big-vendor ERP offerings requiring heavy customization, and off-the-shelf project management solutions that are easily outgrown, project-oriented organizations have special accounting needs. Find out more about those needs, along with recommendations for what solutions you should be taking a closer look at.

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User Recommendations for Project-oriented Software


Selecting the right project-oriented software may depend on the specific requirements of the industry niches in which an organization competes. But since not all software is created equal, it's worth examining some leading candidates in depth.

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Cincom Asserts Expertise In CRM For Complex Manufacturers


Cincom’s latest CRM product release offers a compelling value proposition for many ‘to order’ manufacturing enterprises. While it is a product that may raise the bar in its target markets, the competitive offering is not exactly a pushover.

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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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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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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.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Project and Process Management


Project portfolio management (PPM) is a business practice that helps organizations align their portfolios of projects with their business strategies. PPM organizes a series of projects into a single portfolio consisting of reports that capture project objectives, costs, timelines, accomplishments, resources, risks, and other critical factors. Executives can then regularly review entire portfolios, allocate resources appropriately, and adjust projects to produce the highest departmental returns. As its name implies, project portfolio management groups projects so they can be managed as a portfolio, much as an investor would manage stocks, bonds, and mutual funds.

Business process management (BPM) complements PPM by enabling and managing the exchange of enterprise information through the semantics of a business process view that involves employees, customers, partners, applications, and databases.


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