Research and Reports
Software Selection Services
Stay connected with us
Featured Documents related to
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
vendor tools and capabilities lead well defined business requirements, users identify fathom or artificial business requirements which displace meaningful user needs and detract from achieving truly strategic customer relationship and business objectives. Do not let a software vendor tell you that that the tool you need is a hammer because that’s the tool they have for sale. Developing a list of weighted requirements to support prioritized business objectives can however be a daunting task. Many
CRM for Financial and Insurance Markets RFI/RFP Template
Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons...
Get this template
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&n...
Start evaluating software now
I'm doing research for my company
I'm doing research for my client
I'm a software vendor
I'm a student
Antigua and Barbuda
British Indian Ocean Territory
Central African Republic
Cocos (Keeling) Islands
Congo (Dem. Republic)
Falkland Islands (Malvinas)
French Southern Territories
Guernsey and Alderney
Heard and McDonald Islands
Island of Man
Korea (Democratic Republic of)
Korea (Republic of)
Libyan Arab Jamahiriya
Northern Mariana Islands
Saint Kitts and Nevis
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Sao Tome and Principe
South Georgia and South Sandwich Islands
Svalbard and Jan Mayen Islands
Syrian Arab Republic
Trinidad and Tobago
Turks and Caicos Islands
United Arab Emirates
United States Minor Outlying Islands
Vatican (Holy See)
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna Islands
District of Columbia
Enter security code:
Already have a TEC account?
Sign in here.
Your user name or e-mail:
Don't have a TEC account?
Documents related to
Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate
| lead management | lead management software | net crm | open crm | retail crm | sales force automation | sales force com | sales force software | sales management software | simple crm | top crm software | web based crm | what is customer relationship management | execution access crm | execution act crm | execution adapt crm | execution analytical crm | execution benefits of crm | execution best crm | execution best crm software | execution collaborative crm | execution companies using crm | execution
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
every lead, sees which lead sources drive the most revenue, and plans appropriate customer marketing campaigns. Service and support organizations get visibility into which products or services the customer is using and any pending sales opportunities, and can alert the sales team to potential cross-sell and up-sell opportunities. Back in sales, reps get insight into any outstanding customer service issues so that there are no unpleasant surprises when they make their sales calls. With a common CRM
CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement
is going to suddenly lead to an energized and super competitive organization? Unfortunately, CRM has been positioned and sold as a technology and senior management many times views the initiative as simply a deployment of a group of applications. Project managers are given the instructions to implement and another company gets logged on the wrong side of the ledger. The problem is that senior management does not recognize its role relative to success and project management people feel ill-equipped to
IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry
The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise,
consulting | business sales lead crm | business sales lead development | business sales lead improvement | business sales lead information systems | business sales lead innovation | business sales lead leadership | business sales lead marketing | business sales lead modeling | business sales lead organization | business sales lead outsourcing | business sales lead performance | business sales lead performance management | business sales lead planning | business sales lead proces | business sales lead
Market Focus Report: The Value of Mobile and Social for CRM
Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included
Focus Report: The Value of Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.
CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born
Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond
data to target qualified leads. And other, larger companies, were quietly adding the three letters C.R.M. to their websites, and eating smaller vendors for lunch, for fear of being lost in the Back Office-cum-ERP/SCM, Front Office-cum-CRM world. And wave after wave of multi-million if not multi-billion dollar buy outs and consolidations (for one example, see the Kana reference in the Tech Note sited above) lapped the corporate shores. As the technology development and consolidation continues unphased, if
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in
CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.
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
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.
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer
CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.
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
at three of the leading mid-market CRM solutions. Two of them, Microsoft Dynamics CRM and SageCRM, come from large, integrated vendors, while the third, Oncontact CRM, comes from a smaller, best-of-breed vendor that offers CRM solutions only. Sage's CRM solution comes in both hosted (SageCRM.com) and non-hosted configurations. 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
CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?
Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with
ERP, BI, and IT Investment-Where Do You Find the Business Benefit? Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.
Features and Functions
White Paper Newsletters