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 types .pdf

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 types .pdf

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

crm types .pdf  of most Phase II CRM initiatives, the logical place to start is redefining the experience of the customer. As products become indistin- guishable and markets and geographies converge, it will be the experience that differentiates and drives retention and loyalty among customers. Experience management is driven by three critical capabilities in dealing with customers, the ability to 1) visualize , 2) personalize , and 3) colonize . These capabilities will be built into the business delivery model and Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm types .pdf  I even had one CRM vendor give me a hush-hush report (including a non-disclosure agreement) on another vendor. That second vendor used the same tactic (minus the NDA) with a different report against the first vendor. Step 5 - Take a deep breath and hold your nose These types of tactics do not instill a great deal of trust in a vendor. It left me feeling that the vendor didn''t consider me intelligent enough to make an informed decision. It also made me feel that the vendor was not confident in the Read More

TEC's Industry News Watch: This Week in Enterprise Software News


SOFTWARE SELECTIONS AND GO-LIVESU.S. Army selects HP for enterprise cloud computing services Cloud computing "HP was selected by the U.S Army to provide the Department of Defense and other agencies with cloud computing services. This contract includes private cloud services as well as mobile and data center management. This is an important step for HP and cloud computing providers in order to

crm types .pdf  relationship with Microsoft Dynamics CRM. The Acquire team is working the Dynamics AX teams right now as well; they reportedly met together several times during Convergence 2012. Cincom will continue to develop its native CONTROL ERP application in conjunction with an entirely new suite of applications that it''s designing right now for Dynamics AX. As Cincom is really good at bid, proposal, and quote management from the Acquire CPQ/Q2O side, it has applications under development on the AX platform that Read More

Upside Software Remains on the Upside of the Contract Management Market


My recent article entitled “Why Should Enterprises Manage their Contracts Closely?” analyzed the importance of enterprise-wide contract lifecycle management (CLM) solutions and stated that many enterprises still use inappropriate makeshift tools to manage their important contractual terms and conditions. The article concluded with the fact that enterprise resource planning

crm types .pdf  2 and Microsoft Dynamics CRM but are not part of AppExchange or Pinpoint as of yet (it’s in the near term plans though) PJ : How does the offering stack up compared to your other on-premises and on-demand products? Is there a comparative matrix of the functionality and pricing for these product lines? Upside : UpsideLive LITE was created to service those companies who do not have complex contracts and are searching for a simple yet effective solution for their contracting needs. We have scaled back Read More

Reference Guide to Discrete Manufacturing ERP Software Functions and Features


This reference guide provides insight into the discrete manufacturing ERP features and functions currently available on today’s market. It will help you determine which ERP features are a high priority for your organization, and which features are a lower priority.

crm types .pdf  ERP solutions cover basic CRM functionality, including functionality for electronic commerce (online catalogs, Web-based interfaces for orders) and CRM (interfacing with phone systems, personal digital assistants [PDAs], e-mail tools, etc.). Order Entry Order entry functionality refers to the ability to create orders manually or automatically, including validation rules (for instance, a US customer should not be able to order goods that are only available in Europe).   8. Product Technology Architecture Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

crm types .pdf  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso ''s post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC''s), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential merger deserves Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

crm types .pdf  Relationship Management (CRM) Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm types .pdf  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Compare Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less


How can we provide you with an accurate. CRM software comparison or an accurate process enterprise resource planning software comparison in 10 min...

crm types .pdf  Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less How can we provide you with an accurate CRM software comparison or an accurate process enterprise resource planning (ERP) software comparison in 10 minutes or less? Simple. We poll the leading CRM / leading process ERP vendors on how well their solutions support the full range of CRM / process ERP features and functions. After verification, we load their responses into our online decision support system (DSS).* This means you 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 types .pdf  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

Microsoft Releases Two Dynamics CRM Online Partner Updates


Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates, Dynamics CRM Online in Open (available as of February 1, 2015) and the Cloud CRM Competency (available on March 2, 2015).

crm types .pdf  Releases Two Dynamics CRM Online Partner Updates Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates. Initially introduced at the Microsoft Worldwide Partner Conference (WPC) in July 2014, the updates include the following:   Dynamics CRM Online in Open is available for partners as of February 1, 2015. The Open program, which refers to Microsoft’s Open Licensing model, provides a simple and cost effective way for small and midsize businesses 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 types .pdf  CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm types .pdf  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm types .pdf  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm types .pdf  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More