X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 microsoft crm ipad


Microsoft Dynamics CRM 2013 to Be Released in the Fall
Microsoft Corp. has announced that its 2013 release of  Dynamics CRM—to be available this fall—is designed to make business personal by enhancing mobile support

microsoft crm ipad  the most informed choice. Microsoft Dynamics CRM helps people connect with these customers in a way that is personal—giving them the information they need to choose the right solutions. With the 2013 release of its Dynamics CRM product, Microsoft is following market trends that have been around for a while (i.e., mobile, social, etc.) and at the same time is taking a direction towards process automation for sales, services, etc. Process-driven customer relationship management (CRM) has been a powerful

Read More


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)

Get a shortlist of CRM solutions based on your company’s needs and characteristics. It’s fast, free, and easy—and you’ll get the results immediately. 

Evaluate Now

Documents related to » microsoft crm ipad

Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

microsoft crm ipad  ). To be fair, Microsoft Dynamics CRM (see recent TEC article ) and salesforce.com (see recent TEC blog post ) have lately included (well, retrofitted, rather) some BPM elements within their respective offerings. Another vendor that has embraced process-centric CRM from the beginning is Sword Ciboodle Ltd , which was founded in 1986 as Graham Technology plc and remains based in Glasgow, United Kingdom (UK). The company has been delivering process-based customer interaction solutions to contact centers Read More

Maximizer CRM Version 12 Gets TEC Certified


Headquartered in Vancouver, BC (Canada), with worldwide offices and business partners, privately owned Maximizer Software delivers customer relationship management (CRM) solutions and professional services to meet the needs of small to medium businesses (SMBs) as well as divisions of larger enterprises. With over 20 years of experience in the CRM industry, Maximizer offers one of

microsoft crm ipad  other business tools like Microsoft Office, Exchange, and Office, as well as accounting software. It also has an add-on called Workflow Automation that users can try for free for 30 days. For a full list of new features, see What’s New in Maximizer CRM 12 . Coming Soon... I am currently working on completing a full report, which will be available for download in the coming weeks. The full report covers Maximizer’s strengths and weaknesses, and a benchmarking analysis of each functionality module Read More

Sage ERP and CRM Portfolio Update: Clarity at Last


Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and customer relationship management (CRM) portfolios with a wealth of enhancements and by embracing the cloud. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), sheds some light on their market positioning and future direction.

microsoft crm ipad  and Oracle databases, and Microsoft Windows and Linux (both the Redhat and SuSE versions) as server operating systems (OSs). As previously mentioned , Sage ERP Accpac offers the best of both worlds when it comes to deployment. Companies can select either on-premise or on-demand software deployment (with traditional perpetual license or subscription pricing) options and, if necessary, move between these relatively easily, since both product instances are delivered from one source code. Hence, Sage's Read More

Microsoft Analyst Event Part One: What’s New for Fall 2012


The traditional Microsoft Dynamics Fall Analyst Event (FAE) 2012 started with a tour of the flagship Microsoft Store in an opulent mall in Bellevue, WA, where Windows 8 and Surface were all the rage. Windows 8 is about the following three features: Performing tasks with fewer clicks -- the “tiles” (formerly called the “Metro” look-and-feel) are updated in real time, whereas on, say,

microsoft crm ipad  Fall 2012 The traditional Microsoft Dynamics Fall Analyst Event (FAE) 2012 started with a tour of the flagship Microsoft Store in an opulent mall in Bellevue, WA, where Windows 8 and Surface were all the rage. Windows 8 is about the following three features: Performing tasks with fewer clicks -- the “tiles” (formerly called the “Metro” look-and-feel) are updated in real time, whereas on, say, the Apple iPad one must invoke one app at a time for updates. Multi-tasking – on the iPad you can Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

microsoft crm ipad  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

microsoft crm ipad  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools Read More

Microsoft TECHED 2013: Microsoft Expands Services for Enterprise IT


As part of its TECHED 2013 event in New Orleans, Microsoft has announced offerings to address the new needs of enterprise IT. On its path towards being cloud-first, Microsoft is releasing new offerings to enhance its cloud, data management, and application development services, as well as launching a new release of its flagship Windows product. Microsoft Cloud, hybrid and versatile With regard

microsoft crm ipad  TECHED 2013: Microsoft Expands Services for Enterprise IT As part of its TECHED 2013 event in New Orleans , Microsoft has announced offerings to address the new needs of enterprise IT. On its path towards being  cloud-first , Microsoft is releasing new offerings to enhance its cloud, data management, and application development services, as well as launching a new release of its flagship Windows product. Microsoft Cloud, hybrid and versatile With regard to server and cloud offerings, Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

microsoft crm ipad  Big is Not Always the Best CRM: Big is Not Always the Best If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Now, because your sales, marketing, customer service and management departments have all the information they need, they're able to run with it. With Oncontact CRM, they can make quick, informed decisions every time they communicate with a prospect or customer. Source : Oncontact Software Resources Related to CRM: Big is Not 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

microsoft crm ipad  include Oracle's 9i database, Microsoft's SQLServer 2000, and IBM's DB2 and Informix. RFI - Request For Information . A formal document sent by a customer to a vendor asking for specific information about their product or line of products. It's usually the first salvo in several rounds of information gathering by customers in the vendor selection process. RFQ - Request For Quote . A formal document sent by a customer to a vendor asking them to put together a product and service package, with prices, for 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.

microsoft crm ipad  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

Dynamics NAV


Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help people work more effectively. Improve agility with enhanced flexibility to adapt to meet changing needs. Connect Microsoft Dynamics NAV easily to a wide range of applications and data sources.

microsoft crm ipad  NAV Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

microsoft crm ipad  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 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.

microsoft crm ipad  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Read More

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.

microsoft crm ipad  Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation, CRM vendors, CRM list Read More