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Software Functionality Revealed in Detail
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 microsoft crm client download


Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights
Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop

microsoft crm client download  Dynamics. Visualize Sales Opportunities Microsoft CRM offers numerous ways to take advantage of integration with Microsoft Office to increase your ability to analyze information and make better informed decisions. By accessing Microsoft CRM information in Excel, you have the ability to visually understand sales information, discover trends and drill into exceptions. Figure 15: Understand and visualize your opportunity pipeline using Microsoft CRM with Excel, helping you discover important trends and find

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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 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 Response Management, Industry Vertical Module Availability, Product Technology  

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TEC Certification Complete for Tenrox Project Workforce Management


TEC recently completed certification of Tenrox’s project management software Project Workforce Management. Download the report now for a detailed analysis of the software’s strengths and weaknesses. While we previously certified the software in the context of project portfolio management software for professional services automation (PPM for PSA), this latest certification allows TEC

microsoft crm client download  (SAP Business One, Sage, Microsoft Dynamics), document management (Microsoft Office SharePoint), and other project management software (Microsoft Project). •    The software is strong in project resource planning and scheduling functionality, especially in resource allocation, multiple user management, e-mail notifications, contacts management and users’ preferences management. The vendor considers this set of features to be another competitive advantage. Overall, Tenrox Project Workforce 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.

microsoft crm client download  other productivity tools, like Microsoft Outlook. Integrating with related systems provides a one-stop-shop for all the information users need. And you can delight users by providing unexpected information of value, right when and where they need it. For example, when a user enters competitive information about a deal into the CRM application, point him/her to the location of materials on how to sell against that competitor. Let them take it on the road. For mobile employees such as field sales reps, Read More

Global Platforms Unveiled at Microsoft Dynamics Convergence 2013 EMEA


Some of the facts given to industry analysts (under a vow of silence) by Microsoft executives at the recent Microsoft Dynamics Fall Analyst Event (FAE) 2013 in October 2013 were soon after unveiled to the public at the company’s reportedly sold-out Microsoft Dynamics Convergence 2013 EMEA conference in Barcelona, Spain in November 2013.

microsoft crm client download  and business environments.   Microsoft Dynamics CRM 2013 Following the Microsoft Dynamics CRM 2013 Global Premiere Event , which was broadcast live from Barcelona a day before the aforementioned keynote address to more than 70,000 attendees and featured customers Metro Bank, Pandora , and Servcorp , the company announced a set of 18 new predefined and configurable process templates that include sports management, healthcare, government, and nonprofit, as well as some specialized areas such as prison Read More

The Blessing and Curse of SharePoint's "Grandma's Attic" - Part 1


Notwithstanding Microsoft's recent purchase of Skype, some pundits have started to question its relevance in the long term (in view of the ongoing consumer mobile devices and/or social media success of Apple, Google, Facebook, Oracle, salesforce.com, etc.). However, there are still many Microsoft products that are quite relevant. One of them is undoubtedly Microsoft

microsoft crm client download  a large number of Microsoft Dynamics CRM users harness SharePoint for contextual document management, say, in customer service  case management  scenarios. SharePoint is a viral collaborative product: internal teams can start a collaborative social media (Enterprise 2.0) project with several members and if they have had a good experience with the tool, they will promote its use for their next few projects, each with other few new members, and so on and so forth. The figure below shows the possible Read More

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

microsoft crm client download  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

microsoft crm client download  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

CRM Without Compromise: A Strategy for Profitable Growth


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microsoft crm client download  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

microsoft crm client download  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system Read More

Microsoft Dynamics AX 4.0 for Distribution Environments


This is a reprint of the summary chapter from the book Managing Your Supply Chain Using Microsoft Dynamics AX by Dr. Scott Hamilton. In this first part, design factors related to system usage in distribution enterprises are covered.

microsoft crm client download  factors related to using Microsoft Dynamics AX have been covered in a recent book Managing Your Supply Chain Using Microsoft Dynamics AX . This is the first part of an article covering the design factors related to system usage in distribution and manufacturing. System Usage in Distribution Environments The standardized functionality in an ERP system shapes its usage. Efforts to use the system should be guided by (rather than run counter to) its fundamental underlying design. This section reviews the Read More

Leveraging CRM for Midsize Company Growth


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microsoft crm client download  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




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Market Focus Report: The Value of Mobile and Social for CRM


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microsoft crm client download  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. Read More