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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 relationship management financial template


Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience
Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance

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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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The Flagship Enterprise Incentive Management Offering


The idea behind the Callidus TrueComp's initial design was for it to be sophisticated enough to tackle and manage the most complex and variable compensation plans, and yet simple enough to administer without heavy reliance on information technology (IT) resources.

crm relationship management financial template  (ERP), customer relationship management (CRM), sales force automation (SFA), supply chain management (SCM), and even internally developed proprietary solutions. the TrueComp Repository application serves as the database. the TrueComp Manager application serves as the user interface (UI) to set up compensation rules, run queries, and make manual adjustments. the TrueComp Grid application is Callidus' proprietary computing architecture. The TrueComp suite's modular, structured approach to defining compensat Read More

Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

crm relationship management financial template  as Interface Software's existing CRM application emphasizing relationship intelligence. As such, the module helps manage an engagement project by capturing all the contacts associated with the engagement and their roles. InterAction Matters has been specially designed for law firms. Its basic functionality is very similar to the one for InterAction Engagements which relates people, expertise, and companies. The principal difference lays in the terminologies used around matters, witnesses, judges, and oppo Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm relationship management financial template  The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; particularly in the sense of enterprise deployment. Specifically, several statistically-based studies consistently identified a relationship regarding the existence of a coherent CRM strategy with success. Currently, the industry is operating with a sense of best practices that focus attentio Read More

The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

crm relationship management financial template  Changing Face of CRM The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater need now exists on placing the organization’s focus on the requirements of the customer, and Read More

Goal-oriented Autonomic Business Process Management


Business process management (BPM) is an approach to administering business processes that involves people, organizations, and technologies—and can be carried out using varying levels of automation. Sadly, BPM often falls short of what it is intended to achieve. But there’s a fresh evolution of current BPM: goal-oriented autonomic BPM. Learn about the ideas, techniques, and benefits of autonomic and goal-oriented BPM.

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Mobile Device Management Comparison Guide


In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions.

crm relationship management financial template  mobile device management,mdm,mdm software,mobile device management server,mobile device management solutions,mobile device management vendors,mobile device management software,open source mobile device management,mobile device management comparison,android mobile device management,mdm mobile device management,what is mobile device management,good mobile device management,mobile device management solution,mobile device management gartner Read More

Warehouse Management Systems: Pie in the Sky or Floating Bakery?Part Two: The Pareto Principle, Processes, and People: Assessing Your Warehouse Management System Needs


To ensure your warehouse management system is implemented as painlessly as possible, you must assess your warehouse situation before you decide on a warehouse solution. Using the Pareto Principle, where a minority of inputs yields the majority results; examining your processes; evaluating your personnel; monitoring the progress of implementation; and testing are the best ways to ensure both a successful launch and long term return on investment.

crm relationship management financial template  Management Systems: Pie in the Sky or Floating Bakery?Part Two: The Pareto Principle, Processes, and People: Assessing Your Warehouse Management System Needs Introduction After understanding the myths behind the claims of huge staff reductions , quick and easy implementation , and the fast and big return on investment, you need to know what type of features and functionality you should look for in a warehouse management system. The bells and whistles of a system might look enticing, but Read More

Optimizing Financial Performance for a Competitive Edge


In addition to traditional duties like financial planning, reporting, and governance, chief financial officers (CFOs) and financial managers are being tasked with more strategic responsibilities. Learn how the right data, performance management applications, and resources can help finance managers improve operational efficiency, ensure regulatory compliance, and control performance for maximized profitability.

crm relationship management financial template  financial management,financial performance measures,evaluating financial performance,financial performance indicators,financial performance strategy,financial performance analysis Read More

Financial Reporting-Who Needs It?


Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

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More Than "Talent": Exploring Talent Management and Workforce Management as a Continuum


“Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management technologies—so you can help each and every one of your employees reach their potential and make the most of your entire workforce.

crm relationship management financial template  talent management, TEC 2014 HCM Buyer's Guide for Medium and Large Enterprises, workforce management, human resources, HR, employee motivation, employee ROI Read More

Performance Management Framework for Mobile Workforce Management and Field Service


Mobile workforce management is a complex process that includes workforce planning, assignment decisions, and plan execution. To align this complex process with your business goals, you need to measure your performance and develop various corrective actions. This white paper discusses performance management—and how you can measure, analyze, and make decisions about the performance of your workforce and service organization.

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A Candid Conversation with a Field Service Workforce Management Leader


ClickSoftware, rooted in field service workforce scheduling and optimization, provides automated workforce management and optimization solutions, on-demand and on-premise, creating business value through higher productivity, customer satisfaction, and operational efficiency. Its patented concept of “continuous planning and scheduling” covers the entire service lifecycle management realm. TEC presents a candid Q&A session.

crm relationship management financial template  (EAM), customer relationship management (CRM), maintenance, repair, and operations (MRO), inventory management, and so on, unless, of course, it comes bundled with SAP or IBM Maximo . As a result, ClickSoftware has been driving its success by partnering with SAP since 2008, with SAP reselling its applications as the “ SAP Workforce Scheduling and Optimization application by ClickSoftware .” ClickSoftware has also been partnering with Microsoft Dynamics for its prepackaged midmarket ClickIMRS Read More

Oracle Announces Transportation Management 6.3 and Oracle Global Trade Management 6.3


Oracle has announced the release of v6.3 of its Oracle Transportation Management (OTM) and Oracle Global Trade Management solutions. Oracle’s new Transportation Management release includes enhancements to: fleet management transportation sourcing, transportation business intelligence transportation operational planning rail transportation workflow and event management

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Talent Management Best Practices in 2010


Download your copy of the Aberdeen report Cracking the Code for Talent Management.

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