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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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 different types of crm


CRM: Out of the box? Or outside the box?
Everything can change without notice in your relationships with prospects and customers, and customer relationship management (CRM) solutions should be flexible

different types of crm  the specific needs of different types of company. This extra functionality can be separated into two main categories: external, or customer-oriented (which helps companies better interact with customers and prospects), and internal, or process-oriented (used to manage and improve internal workflows and processes related to relationship management). Some examples of customer-oriented extra functionality are enterprise feedback management, knowledge base management, service experience management, help

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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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Documents related to » different types of crm

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.

different types of crm  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 merits of its product alone. Eventually, I chose Rightnow to provide us with a CRM solution that we will implement later in the year. However, just so you know, Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

different types of crm  to you about four different types of EAI (Data level, Application interface level, Method level, and User Interface level); he'll tell you that EAI is expensive; and he'll explain why the existing EAI methods fall short of their promises (security issues; non-real-time data transfer; customer coding requirements, among other issues). As an aside, for in-depth understanding of EAI, Mr. Linthicum has written two excellent books that we recommend: Enterprise Application Integration (Addison-Wesley, 1999, Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

different types of crm  Packets may take very different routes across the Internet, arrive at a destination, be re-assembled in the same order in which they were disassembled, and presented to the user on the other end. Technically, IP is responsible for moving packets of data from node to node. IP forwards each packet based on a four-byte destination address (the IP number). TCP is responsible for verifying the correct delivery of data from client to server. Data can be lost in the intermediate network. TCP adds support to Read More

The Lexicon of CRM - Part 1: From A to I


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM.

different types of crm  disparate applications running on different databases. CRM packages are trying to avoid external EAI requirements by building in and automating the links between their application components and data. E-Business - An umbrella term for a total presence on the Web including the E-Commerce component. E-Commerce - Sales and Service via the Internet. E-CRM - Another vague term, but understood here at TEC to mean, any Sales, Marketing, or Service functionality that is automated electronically, typically via 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, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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Soaring across the Regions: A View of the Impact of the Internet on Business


The Internet offers companies the opportunity to present a commercial image independent of size and location. With this and the Internet’s ability to extend a business’s reach, it is valuable to know precisely what various Internet service providers (ISPs) offer before buying. This includes evaluating service level and support capabilities and understanding how these vary throughout the United Kingdom (UK). Find out more.

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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.

different types of crm  has become a clear differentiator in vendor selection. Aberdeen Analysis It’s No Longer About the Delivery Model: On-demand CRM solutions have been around since the mid-nineties. In fact, my third CRM implementation, (for a 125 person start-up) was an on-demand application which went out of business in 2002. Since then, acceptance of SaaS CRM has reached a point where the delivery model is no longer an issue. Competition for market-share in the mid-market CRM space has sizzled of late, with each vendor Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

different types of crm  Customer Relationship Management (CRM),Microsoft Dynamics CRM,SageCRM,Oncontact CRM 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 clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

different types of crm  and what will be different in the CRM environment. Quantification of results and meaningful metrics add a degree of comfort to the conclusions. Comfort turns to credibility through tests, and experience with pilot operations prove the reasonableness of the assumptions. Successful CRM initiatives document a clear definition of what the organization will look like in the future and how it will recognize that it has arrived. A statement of relevant metrics and goals communicate that there will be 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.

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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.

different types of crm  can be two radically different perspectives. This section emphasizes the elements that would broadly be interpreted as being consistent with the best practices of CRM as an operational strategy. Partners A fundamental tenant of CRM is to provide a consistent, seamless, and transparent interface with customers across channels. Partners must be considered an extension of the organization, which means that they need to be an integral part of the best practices model. Processes How a company designs, Read More

The Future of Talent Management: Underlying Drivers of Change


The next generation of talent management practices and solutions will largely be driven by economic evolution, demographic changes, and technology advancements. These factors are dramatically influencing the way people work, the way companies are organized, and the way talent is managed. This paper explores how current business and talent management processes and technology must evolve in order to effectively deliver business value in the next 5 to 10 years.

different types of crm  talent management,Oracle HCM,talent management process,human capital management,talent management trends 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.

different types of crm  Act Differently and Be Different to Drive Business Growth, by Mark Raskino, et. al., October 19, 2006.] With no software to install or upgrade and no hardware to house and manage, on-demand CRM frees IT to be more innovative, responsive, and strategic for your organization. By leveraging an agile, on-demand platform, you begin seeing the benefits of CRM immediately. Concentrate on your business initiatives. There s no hardware or software to buy or install. Let your users get started right away. Read More