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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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 customer relationship management consultation documentation


How One Sourcing Vendor's Offerings Are Bolstered by a Wealth of Services
Eqos is especially proud of its complementary services portfolio, which stems from a decade's worth of direct experience in providing some of the world's

customer relationship management consultation documentation  mobilize phase, where the customer engages with Eqos's project team. The idea is to educate the project team about the business issues, and then to define the approach, plan, project scope, and representatives; conduct integration discussions; create the development environment; and onboard stakeholders—all within a time frame of two weeks. Next comes the analysis phase, which typically takes four weeks. In this phase, the stakeholders must agree on business processes; conduct process simulation;

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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

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. 

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Documents related to » customer relationship management consultation documentation

How to Choose a Manufacturing System


If you’ve worked for more than one manufacturing company, you know that each one is different. Different processes, systems, problems—all these variations mean you need a system tailored to your needs. And with so many available solutions, you could spend months looking at demos, and still not find it. However, you can start by asking yourself eight simple questions.

customer relationship management consultation documentation  electronic leads and transactions. Customer self-service capabilities to give customers access to their order status through your Web site. This capability dictates how well the program prevents mistakes from getting into your system. The program should test for errors such as duplicate customers and vendors, incorrect item numbers, and unreasonable amounts and dates. Your system should notify the operator of unusually high quantities or unit prices for certain types of items and offer valid choices Read More

Integrating Customer Relationship Management and Service Resolution Management


The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing efforts.

customer relationship management consultation documentation  Customer Relationship Management and Service Resolution Management A customer relationship management (CRM) system that accommodates complex customer-facing processes requires four key factors to give the system a competitive advantage. The first key factor lies in the application's ability to develop a complete customer profile that supports multiple business units and products. Service organizations need a wide range of customer data, including demographics, financial status, and current and Read More

SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and in-depth analyst commentary.

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The Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management


Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and supportable IT infrastructure.

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Business Process Management as a Blueprint for Mobile Workforce Management


As service organizations strive to achieve business objectives with limited resources, there is a growing need for greater visibility into business process effectiveness. This is made more difficult by ever-changing business processes and exceptions management. This white paper explains how business process management (BPM) benefits mobile workforce management and outlines how a service-focused BPM solution enables faster BPM adoption.

customer relationship management consultation documentation  mobile workforce management,field service scheduling,field service optimization,services organizations,workforce sheduling optimization,ViryaNET,BPM,BPM and workforce management Read More

Portfolio Management


Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management.

customer relationship management consultation documentation  portfolio management,innovation management tools,innovation tools,risks,uncertainties,uncertainty,NPV Read More

Performance and Compensation Management at the Core of Human Capital Management?


Strategic human capital management (HCM) solutions can help organizations transform their people into a competitive advantage by aligning managers and employees with corporate goals. There is now a statistical and causal relationship among key HCM applications and operating income growth.

customer relationship management consultation documentation  and Compensation Management at the Core of Human Capital Management? While decades have been spent investing in automation technologies for better use of tangible assets, only recently have enterprises begun to invest in optimizing human capital. Tactical and administrative human resources (HR) management is morphing into strategic human capital management (HCM). Part Three of the series Thou Shalt Manage Human Capital Better . Some might argue that HCM revolves around better performance Read More

The Channel Management Shuffle


Executives and middle management are constantly faced with determining policy, process, and technology around managing one or multiple channels. What is critical to successful channel management?

customer relationship management consultation documentation  must start from the customer and work back to ensure a positive customer experience. Simply put, this means that when you are designing processes and policies, ensure that all are validated or tested from the customer experience perspective. A value-based approach related to measuring and inducing partners in the channel is an emerging best practice. Meaning that, in order to determine how a partner is performing, other aspects beyond just sheer sales volume or revenue are considered. Such as quality Read More

MODX Web Content Management: Vendor Profile


Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report.

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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

customer relationship management consultation documentation  technology, and life sciences customer-driven usability enhancements for advanced product classification and export compliance (including a new restricted party screening workbench enhanced visibility for tariffs, duties, taxes, and other regulatory controls new license management features (automated license assignment, balance management, proactive expiration/license assignment notifications) that streamline and simplify licensing processes Oracle’s Transportation Management and Global Trade 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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Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

customer relationship management consultation documentation  poor payer category of customers, generated from cash management software. Investment income. 2. Cash outflows Must pay accounts (e.g., payroll). Commissions; local, state, and federal liabilities (e.g., taxes, social security, etc). Payment to liability accounts (e.g., insurance, mortgages, leases, employee travel expenses). Valuable suppliers that provide payment discounts for early payment. Suppliers whose limits within agreements can be stretched (e.g., net 30 days). All bank account balances. Read More

Top Content Management Solutions Compared


Use TEC sContent Management Evaluation Center* to get a detailed comparison of content management solutions based on your priorities.

customer relationship management consultation documentation  For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Special Offer Files 2010 Read More