X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm solution objective


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

crm solution objective  waste of time. Every CRM solution can store phone numbers and addresses. Now, if your requirement is to “validate manually entered addresses as correct” or “relate organizations to other organizations in the CRM using a user defined hierarchy of relationships that are automatically managed and reciprocated through the solution”… well then there are very few vendors that can do this (we know of only two). So if, for example, this is important to your organization, spend time understanding

Read More


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.  

Evaluate Now

Documents related to » crm solution objective

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 solution objective  approach. Interface Software combines CRM and social networking under the same application. The end user may navigate between its traditional Outlook screen and InterAction web-screen with ease. Integration is a success since all contact information is synchronized between both systems. Strategy and User Recommendations Interface Software has positioned its solution for a niche industry largely known as traditionalist and conservative. However in today's competitive environment, even lawyers must perform Read More

Comparison of ERP and CRM Markets' Life cycle Snapshots


Today's enterprise applications are required as a matter of course to address more than the processes taking place within the walls of an enterprise. Almost all traditional ERP vendors (small and big alike) had to experience a wake-up call and have long been trying to expand their product offering in tune with the ever-changing trends and requirements of the new collaborative economy. The need for providing a full, comprehensive CRM suite rather than an individual solution or a bundle of point solutions for each distinct CRM area remains firm, and will urge further market consolidation.

crm solution objective  so difficult for certain CRM point solution providers to even find a white knight , which has not generally been the case with even ancient ERP products? With several generations of some ERP products being available over a long period of time, the product development costs have been spread among a large population of users. These annual service and maintenance fees thus represent a substantial portion of revenue for most ERP vendors, and even if the product has not been actively marketed any longer, Read More

Sage ERP and CRM Portfolio Update: Clarity at Last


Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and customer relationship management (CRM) portfolios with a wealth of enhancements and by embracing the cloud. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), sheds some light on their market positioning and future direction.

crm solution objective  has been expanding its CRM cloud solution to other regions. Sage SalesLogix Cloud provides buying and ownership experience choices. Companies that prefer to buy on-premise perpetual licenses do so for the lower TCO, existing IT infrastructure, regulation and compliance, and on-site control. On the other hand, some enterprises prefer to buy on-demand subscriptions for the instant on, the outsourced IT resources, payment flexibility, and reasons of operating expense (rather than capital expenditure). As Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

crm solution objective  migrate to an on-premise CRM solution to manage the customer lifecycle comprehensively—from contact to lead to order through delivery—will find value in this delivery model. Although both companies offer similar migration options, SAP will continue to focus its CRM efforts on the MME and large enterprise markets. While Maximizer and Sage CRM Solutions both offer stand-alone CRM applications, the companies rely on a network of indirect channel partners to configure, integrate, and deploy the software. Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm solution objective  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

Cream.HR's Solution to Today's Recruiting Challenges


I recently interviewed Caitlin MacGregor, chief executive officer (CEO) and co-founder of Cream.HR, a company that produces a software solution that supports organizations with their recruitment and staffing needs. Cream.HR first captured my attention when it published an announcement about a potential collaboration with the Mars One mission to tackle Mars One’s flood of applications. To meet

crm solution objective  HR's Solution to Today's Recruiting Challenges I recently interviewed Caitlin MacGregor, chief executive officer (CEO) and co-founder of Cream.HR, a company that produces a software solution that supports organizations with their recruitment and staffing needs. Cream.HR first captured my attention when it published an announcement about a potential collaboration with the Mars One mission to tackle Mars One’s flood of applications. To meet this challenge, MacGregor explains, Cream.HR will offer the Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

crm solution objective  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with Read More

Aras Innovator PLM Software Solution Suite


Aras Innovator is a PLM software solution suite with functionality for the following processes: bill of materials (BOM); engineering change workflows; document management; computer-aided design (CAD)/electronic design automation (EDA) integration; product costing; new product development and introduction (NPDI); stage-gate/phase-gate dashboards; project management; quality compliance; advanced product quality planning (APQP)/production part approval process (PPAP); failure mode and effects analysis (FMEA); design for Six Sigma (DFSS); restriction of hazardous substances (RoHS); and more.The Aras enterprise open source download includes the software solution with access for unlimited users with no PLM license costs. Aras also sells optional enterprise subscription packages, consulting and training.

crm solution objective  Innovator PLM Software Solution Suite Aras Innovator is a PLM software solution suite with functionality for the following processes: bill of materials (BOM); engineering change workflows; document management; computer-aided design (CAD)/electronic design automation (EDA) integration; product costing; new product development and introduction (NPDI); stage-gate/phase-gate dashboards; project management; quality compliance; advanced product quality planning (APQP)/production part approval process Read More

eCLIPse, Encryption Security Solution


eCLIPse Enterprise Security Solution is an encryption software security solution for any business that requires frequent exchange of secure encrypted data. eCLIPse provides safe transfer of confidential data to and from authorized external resources and prevents unauthorized viewing. Security is managed by smart-card technology (smart-card chip fitted into a USB token). Using simple and physically secure USB tokens, eCLIPse functions at the National Institute of Standards (NIST) "FIPS 140-2 Level 3."

crm solution objective  Encryption Security Solution eCLIPse Enterprise Security Solution is an encryption software security solution for any business that requires frequent exchange of secure encrypted data. eCLIPse provides safe transfer of confidential data to and from authorized external resources and prevents unauthorized viewing. Security is managed by smart-card technology (smart-card chip fitted into a USB token). Using simple and physically secure USB tokens, eCLIPse functions at the National Institute of Read More

SAP Business ByDesign: The Most Complete and Adaptable On-demand Business Solution


This business management solution is an affordable offering that supports profitable growth, enables business agility, and empowers your employees. It’s comprehensive, easy-to-use software that supports all stakeholders across your company as well as your extended ecosystem. Read about how you can grow your business, develop relationships, accelerate innovation, and streamline operations.

crm solution objective  Business ByDesign: The Most Complete and Adaptable On-demand Business Solution This business management solution is an affordable offering that supports profitable growth, enables business agility, and empowers your employees. It’s comprehensive, easy-to-use software that supports all stakeholders across your company as well as your extended ecosystem. Read about how you can grow your business, develop relationships, accelerate innovation, and streamline operations. Read More

Cognos Unveils CRM Solution


Cognos, one of the largest business intelligence and on-line analytical processing vendors, has announced an aggressive customer relationship management initiative to supply the extensive interactive reporting, analysis, and scorecarding functionality needed to leverage the data supplied by products like Clarify and Siebel. Cognos considers an effective CRM system to be a 'must-have' application in today’s click and mortar economy. In addition, they have joined the Siebel Alliance as a premier partner.

crm solution objective  Unveils CRM Solution Cognos Unveils CRM Solution M. Reed - November 6, 2000 Event Summary [October 3, 2000] Cognos (NASDAQ: COGN; TSE:CSN), one of the world's largest business intelligence (BI) companies, today unveiled a comprehensive BI solution (including interactive reporting, data analysis, and scorecarding) for the customer relationship management (CRM) marketplace. The announcement was part of an aggressive CRM market initiative showcased at Cognos's Enterprise 2000 conference to an audience o Read More

The 11 Key Questions to Ask of a BI Solution


This white paper first looks at the fundamental requirements that a business intelligence (BI) solution should deliver to your company. Next, this white paper covers the 11 key questions that you should be asking of a future BI technology partner. When the BI provider can answer “yes” to all of these questions, you have BI that is capable of fulfilling your analytical and reporting needs.

crm solution objective  11 Key Questions to Ask of a BI Solution This white paper first looks at the fundamental requirements that a business intelligence (BI) solution should deliver to your company. Next, this white paper covers the 11 key questions that you should be asking of a future BI technology partner. When the BI provider can answer “yes” to all of these questions, you have BI that is capable of fulfilling your analytical and reporting needs. Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm solution objective  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm solution objective  CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Read More