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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

crm rfi template  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 Read More...
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&n...
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Documents related to » crm rfi template


IFS Field Service Management Is Now a TEC Certified Solution
TEC is pleased to announce that IFS Field Service Management is now part of Technology Evaluation Centers’ (TEC’s) field service management (FSM) certified

crm rfi template  and  Customer Relationship Management  (CRM) Evaluation Centers. Within the next few weeks, the IFS Certification Report will be available for download on the  TEC Certification Reports page . The report will provide a detailed overview of the product, with focus on its main abilities to support companies that rely on FSM as part of their operations. The solution will be described following the structure of TEC’s FSM software research model. In the meantime, this blog post takes a brief look at some Read More...
ServiceMax Field Service Management Is Now a TEC Certified Solution
ServiceMax has become part of Technology Evaluation Centers’ (TEC’s) group of certified field service management (FSM) applications, and is now available for

crm rfi template  offer seamless transition between CRM (salesforce.com) and FSM. One major benefit of the integration between the two types of systems is that users can have a 360-degree view of the customer, including installed products, current or past work orders, locations, service contracts, opportunities, and more. In addition, field technicians can use Chatter functionality for collaboration and social interaction purposes. Chatter also allows supervisors and managers to monitor events by following the status Read More...
FieldOne Sky Is Now a TEC Certified Solution in the Field Service Management Family
Technology Evaluation Centers (TEC) is pleased to announce that FieldOne Sky is now part of TEC’s field service management (FSM) certified solutions and

crm rfi template  and  Customer Relationship Management (CRM)  Evaluation Centers. The FieldOne Sky Certification Report will be available for download on the  TEC Certification Reports  page in the upcoming weeks. The report will provide a detailed overview of the product, with a focus on its main abilities to support companies that rely on FSM for their operations. The solution will be described following the structure of TEC’s FSM software research model. This blog post takes a brief look at some of the key Read More...
ViryaNet G4 Is Now a TEC Certified Field Service Management Solution
Technology Evaluation Centers (TEC) is pleased to announce that ViryaNet G4 is now a field service management (FSM) certified solution. ViryaNet G4 is a field

crm rfi template  and Customer Relationship Management (CRM) Evaluation Centers.   ViryaNet G4 is a field service management role-based solution which covers the full spectrum of service management, from creating work to planning, scheduling, and dispatch, and execution in the field. Although ViryaNet G4 is a role-based solution, users can have multiple roles and benefit from various privileges at the same time (dispatch, system administrator, etc.).   To achieve TEC Certification, ViryaNet completed TEC’s detailed Read More...
The Lesser-Known (Social) Facts about Microsoft Dynamics CRM
With the continued success of Microsoft Dynamics CRM, one wonders how the company can continue to provide innovative products and dominate the CRM market? TEC

crm rfi template  Facts about Microsoft Dynamics CRM In TEC ’s 2010 blog series on Microsoft Dynamics CRM , I discussed the ongoing upbeat state of affairs of the Microsoft product, and described it as one of the best-performing products within the entire Microsoft Corporation as of late. In a nutshell, in 2009, the customer relationship management (CRM) product, then at its fourth major release, grew notably and surpassed 1 million licensed users. In 2011, the product crossed the “2 million users” mark in more than Read More...
CRM-ERP


crm rfi template  ERP Read More...
Pivotal CRM
Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes

crm rfi template  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales force, marketing, and service automation.   Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More...
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm rfi template  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use 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

crm rfi template  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...
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

crm rfi template  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...
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

crm rfi template  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More...
8 Essential CRM Best Practices-an Executive Guide
In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

crm rfi template  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More...
Oracle CRM
Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features

crm rfi template  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More...
TEC 2011 CRM Buyer's Guide
The new TEC 2011 CRM Buyer's Guide makes it easy.

crm rfi template  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More...

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