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
 

 sample crm business plan


Business Intelligence
The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make

sample crm business plan  some minor modifications. The sample reports that are provided in this report pack include: Commissions Report shows sales commissions by territory, salesperson, and year. You can expand a territory to view sales commissions by a salesperson. You also can expand a year to view quarterly commissions by territory. Also, there is a sales summary graph that displays annual sales by territory. Customer Profitability Report shows sales, total profit, and gross margin percentage per customer for the year that yo

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

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.  

Start Now

Documents related to » sample crm business plan

Accelerating (and Fast-starting) the SME Business at Oracle (and SAP) - Part 2


Part 1 of this blog series outlined Oracle’s recent (and seemingly genuine) change of heart and approach towards partnering and catering enterprise applications to small and medium enterprises (SMEs). The analysis then moved onto the Oracle Accelerate program, which was launched about three years ago to allow partners to sell a greater number of smaller projects with fixed time

sample crm business plan   Read More

Achieving Business Intelligence (BI) in Midsize Companies


Like many of today’s IT decision makers, you may be considering a business intelligence (BI) solution for your midsize company. But how do you go about adding BI without disrupting your company? Without breaking the bank? Without having to add staff members with specialties you’ve never even heard of before? This paper helps answer those questions, with practical advice for bringing BI into your midsize company.

sample crm business plan   Read More

Calculating ROI for Business Intelligence Solutions in Small and Midsized Businesses


For many companies, a challenging business event or critical business pain precipitates a conversation about business intelligence (BI). But don’t wait until you introduce new products, upgrade your IT environment, or notice that your inventory is increasing but not your sales. Find out how to build a return on investment (ROI) for your BI applications and projects, so you can leverage your own data before it’s too late.

sample crm business plan   Read More

Customer Focused Self-service: Building the Balanced Business Case


Countless customers are engaging in self-service, in the process helping companies save millions by deflecting service interactions to cheaper channels. At many organizations, just the cost savings make the investment in self-service worthwhile. But the self-service business case isn’t built on cost savings alone. There’s a bigger, more customer-focused picture to consider, where the customer experience plays the key role.

sample crm business plan   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.

sample crm business plan   Read More

Most Overlooked Features when Buying a Business Phone System


When buying a new business phone system you are faced with a wide variety of phone features to choose from. Before you buy, make sure you don’t overlook these commonly forgotten features. This guide details such features as conferencing, auto attendant, mobile extensions, and many other valuable features.

sample crm business plan   Read More

Making Business Intelligence Easy: Agile Business Intelligence


There is a gap between traditional BI systems and modern business analytics and reporting needs, and agile BI can help bridge that gap. A methodology and technology that enables organizations to respond with flexibility and immediacy to changing reporting and analytics needs, demand for Agile BI is growing quickly. Read this white paper to find out why you need agile BI and how to use it to achieve agile development.

sample crm business plan   Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

sample crm business plan   Read More

SAP Business ByDesign: The Most Complete and Adaptable On-demand Business Solution


This business management solution is an affordable offering that supports profitable growth, enables business agility, and empowers your employees. It’s comprehensive, easy-to-use software that supports all stakeholders across your company as well as your extended ecosystem. Read about how you can grow your business, develop relationships, accelerate innovation, and streamline operations.

sample crm business plan   Read More

W4 BUSINESS FIRST 8.7 for Business Process Management Certification Report


W4 BUSINESS FIRST 8.7 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP) 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.

sample crm business plan   Read More