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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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 how does crm system collect data


A CRM System Needs A Data Strategy
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact

how does crm system collect data  service calls resolved and how long did it take? Why does one set of customers respond to opportunities when another doesn't? CRM Platform Choices Which CRM platform is chosen will affect a company's ability to collect, analyze and use data. A balanced solution will provide both the functionality and the agility needed to address changing marketplace demands. An ideal solution should be easily deployed and cost - effective through its life cycle. Beyond the CRM tool, it is advantageous to store all

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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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Data, Data Everywhere: A Special Report on Managing Information


The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and extract useful information, is harder still. Even so, this data deluge has great potential for good—as long as consumers, companies, and governments make the right choices about when to restrict the flow of data, and when to encourage it. Find out more.

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Connecting Your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization


When businesses commit to implementing customer relationship management (CRM), they commit to realigning their entire organizations around the customer. More specifically, they commit to collecting the right data—and using it the right way at the right time. But if you’re the manager championing CRM in your organization, how do you create the CRM buzz and obtain executive buy-in?

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How the Small Become Mighty


Although small to midsized manufacturers employ more than half of all workers in the US, today’s demand-driven, global economy is challenging them to operate with the same agility as their larger counterparts. To stay competitive, it is essential that these manufacturers implement enterprise resource planning (ERP) technology. With the right ERP system, they can become mighty and thrive in the face of bigger competition.

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Customer Data Integration: A Primer


Customer data integration (CDI) involves consolidation of customer information for a centralized view of the customer experience. Implementing CDI within a customer relationship management initiative can help provide organizations with a successful framework to manage data on a continuous basis.

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Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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A Solution to Data Capture and Data Processing Challenges


Organizations are relying more and more on customer information to drive business processes. You probably spend a lot of time trying to make sure you get the right information to the right people at the right time—but is your data capture process as efficient as it could be? Learn about the issues surrounding data capture and data processing, and about a solution designed to help you address specific processing problems.

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Metagenix Reverse Engineers Data Into Information


Metagenix’ MetaRecon reverse engineers metadata information by examining the raw data contained in the source(s) rather than depending on the data dictionaries of the existing legacy systems (which are often incorrect). Other unique Metagenix approaches include an "open book" policy, which includes publishing product price lists on their web site and complete access to company officials, including CEO and President Greg Leman. According to Mr. Leman, "we’re pathologically honest".

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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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Distilling Data: The Importance of Data Quality in Business Intelligence


As an enterprise’s data grows in volume and complexity, a comprehensive data quality strategy is imperative to providing a reliable business intelligence environment. This article looks at issues in data quality and how they can be addressed.

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Thinking Radically about Data Warehousing and Big Data: Interview with Roger Gaskell, CTO of Kognitio


Managing data—particularly in large numbers—still is and probably will be the number one priority for many organizations in the upcoming years. Many of the traditional ways to store and analyze large amounts of data are being replaced with new technologies and methodologies to manage the new volume, complexity, and analysis requirements. These include new ways of developing data warehousing, the

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