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.  

Evaluate 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

The Wizardry of Business Process Management - Part 2


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts-and-parcels, and the software category’s value proposition.  At the end of that post, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via a bit of humor and the metaphor of the classic “Wizard of Oz” movie. Namely, on March 23

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

New-world Value: The Strategic Impact of Business Application Suites in Today’s Corporate Environment


The concepts of return on investment (ROI) and total cost of ownership (TCO) have been used for decades in enterprise evaluations of IT investments, including enterprise resource planning (ERP) systems. However, with the emergence of important new technological advances, executives are now expanding these traditional formulas to account for new opportunities. Learn more about their new methods for measuring ERP value.

sample crm business plan   Read More

What's Wrong With Application Software? Business Changes, Software Must Change with the Business.


Business changes constantly in small ways and large. It is rare to find an application product that can change once it is implemented. This gap is a reality leading to dissatisfaction and the application being a drag on the business. This gap, the lack of the ability to change, costs the business dearly. Software needs to be the agent of change, not the enemy of change.

sample crm business plan   Read More

The New Business of Business Leaders: Hiring and Onboarding


This paper explores the role of business leaders in driving talent management functions, specifically around hiring and onboarding challenges. It discusses how talent intelligence helps business leaders find better candidates faster, make better build/buy/rent decisions, decrease new hire time-to-proficiency, and decrease the number of new hires who quickly leave.

sample crm business plan   Read More

How IBM Cognos 8 Business Intelligence Meets the Needs of Business Managers


The fast pace of business is making business managers’ lives more challenging than ever. Their teams are more dynamic and far flung, their executives are demanding a more precise view into the workings of the organization, and their stakeholders want answers now. Learn how business intelligence (BI) solutions can help business managers track performance against metrics, and make higher quality, more timely decisions.

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

Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise


Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the automation of business processes. SAP is an established leader in addressing the needs of large enterprises. Building on that performance and identified best practices, SAP built and launched SAP Business One. SAP Business One was designed to offer small and medium businesses the same business streamlining and efficiencies at a scale and scope appropriate to their needs. IDC recently interviewed a number of companies that have successfully deployed SAP Business One. The purpose of our interviews was to determine what impact the software had on their productivity and cost reduction.

sample crm business plan   Read More

Business Intelligence Success, Lessons Learned


Is business intelligence (BI) an application that pays off? We have all heard mixed results but a 2003 extensive study on on-line analytical processing (OLAP) states that BI usually pays off over 60 percent of the time , explains where the value is found, and describes what’s required to get the pay off.

sample crm business plan   Read More