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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 project


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

Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

crm project  that covers everything from CRM and resource planning to engagement management, financial operations, and business analytics. Moreover, Epicor provides bi-directional integration with MS Project, and integrates with Sharepoint for collaboration. Deltek is a mid-market ERP vendor that offers a PPM solution targeted primarily to small and medium PSOs. Deltek's flagship PPM product, Deltek Vision , offers a complete end-to-end PPM solution that provides CRM, time management, expense reporting, resource Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm project  in on CDC Pivotal CRM and NetSuite CRM+ , two vendors on the shortlist in the real-life selection project that inspired this post. Take a look at the ratings below, which are based on “flat priorities” (in other words, no area of functionality is treated as being more important than any other ). Note that Pivotal CRM scores a weighted average of 88.84, while NetSuite CRM+ scores 84.53:     (click to enlarge) Now, you know as well as I do that software selections are not based on features and Read More

CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

crm project  The True Story Behind CRM Failure Many articles about customer resource management (CRM) project failure blame a gargantuan project scope or the software packages themselves. These are certainly among the many good reasons for those failures. However, I am more interested in the internal procedures that lead to some disastrous results. Companies are downplaying the true value of internal communication and training. In this article you will learn a number of industry best practice hints and the four Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm project  | CRM Programs | CRM Project | CRM Projects | CRM Quality | CRM Relationship | CRM Relationships | CRM Report | CRM Research | CRM Review | CRM Reviews | CRM Security | CRM Service | CRM Services | CRM Software | CRM Software Application | CRM Software Comparison | CRM Software Solutions | CRM Softwares | CRM Solution | CRM Solution | CRM Solution Software | CRM Solutions | CRM Strategies | CRM Strategy | CRM Strategy Development | CRM Structure | CRM Study | CRM Success | CRM Suite | CRM Support | CRM 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 project  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

Mid-project Profitability Scorecard


As businesses grow, the size and complexity of their projects tends to increase as well. One challenge is staying on top of mid-project profitability as the combination of services, equipment, and post-sales support become more complex. Read further and know how to close the gap between sales, project delivery, post-sales support, and equipment management, and how to improve mid-project profitability and reduce project risk.

crm project  project Profitability Scorecard As businesses grow, the size and complexity of their projects tends to increase as well. One challenge is staying on top of mid-project profitability as the combination of services, equipment, and post-sales support become more complex. Read further and know how to close the gap between sales, project delivery, post-sales support, and equipment management, and how to improve mid-project profitability and reduce project risk. 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  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

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

crm project  CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the technologies are actually introduced. Therefore, introducing CRM into an Read More

Who to Blame for Project Failure? Look Up-Not Down, Not Left, Not Right


Project failure is not a nice topic. None of us wants to be involved in a failure. But when a failure occurs, we feel compelled to assign blame. But who really is to blame, and how can a company avoid the same problems in the future?

crm project  to Blame for Project Failure? Look Up-Not Down, Not Left, Not Right Originally Published - Septembre 20, 2002 Project failure is not a nice topic. None of us wants to be involved in a failure. But when a failure occurs, we feel compelled to assign blame. But who to blame and how to avoid the same problems in the future? For most enterprises, even admitting they have a failure is difficult. But what is a failure? Failure is not that easy to define. Is it when we fail to meet the original project Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three 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  Lexicon of CRM - Part 3: From R to Z The Lexicon of CRM Part 3: From R to Z R. Garland - November 2, 2001 The Lexicon is divided into three parts, this being the second of three. This third section covers the alphabet from R to Z. For A to I, see Part One . For J to Q, see Part Two . R  RDBMS - Relational DataBase Management System . The typical, standard database, with both data models, data definitions, and data storage capabilities. Examples include Oracle's 9i database, Microsoft's SQLServer 2000, 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  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

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm project  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

Mid-project Profitability Scorecard


As businesses grow, the size and complexity of their projects tends to increase as well. One challenge is staying on top of mid-project profitability as the combination of services, equipment, and post-sales support become more complex. Read further and know how to close the gap between sales, project delivery, post-sales support, and equipment management, and how to improve mid-project profitability and reduce project risk.

crm project  project Profitability Scorecard As businesses grow, the size and complexity of their projects tends to increase as well. One challenge is staying on top of mid-project profitability as the combination of services, equipment, and post-sales support become more complex. Read further and know how to close the gap between sales, project delivery, post-sales support, and equipment management, and how to improve mid-project profitability and reduce project risk. Read More

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.

crm project  project budgeting, project reporting, CRM, sales force automation (SFA), and proposal generation. At the same time, these organizations are recognizing that because most aspects of their businesses revolve around their customer project relationships, they can achieve efficiencies in a number of project accounting and core back-office business functions. These accounting and business functions such as general ledger, accounts payable, accounts receivable, materials management, and human resources, are Read More