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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.
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 access crm


Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

access crm  North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of comprehensive

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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

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.  

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Documents related to » access crm

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

access crm  Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all campaign information (no need to drill-down several pages and then drill back up) Online help engine with page level and individual field level help throughout the system Flash or video based online training tutorials Reporting, Data Warehousing and OLAP System delivered with library of packaged marketing reports Each report allows unlimited 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.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

access crm  the option to set access permissions for its users. In fact, since the Zoho CRM Document Library is an integral part of Zoho CRM it uses the same role-based security that has been defined for accounts and leads. Since the new tool implies increased storage demands, Zoho is also modifying its terms: From today, you will get 250 MB per user (or 500 MB/user in Enterprise Edition) storage space instead of 250 MB storage space for the whole organization in Professional Edition. So, for example, if your Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

access crm  for the company offering access to its CRM solution. Finally, knowledge is usually available for employees and paying customers only. Social Media Flavored CRM? If we go back to the definition of “social”, it is obvious that CRM cannot be called “social” and SCRM is nothing more than social media flavored CRM. My impression is that SCRM is just a buzz word used to set some CRM products apart from their competitors, without being different from regular CRM. In a future blog post, I will describe 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.  

access crm  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

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

access crm  more than 100 early access customers representing a broad range of on-premise, partner-hosted and Microsoft-hosted deployments. One such renowned partnership would be with Epicor iScala [ evaluate this product ]. The most recent Microsoft Dynamics CRM Live events were captured in this ZDNet blog post . So, why then did Agresso have an 11th hour change of heart? Well, Agresso acquired the Spanish CCS ERP  product line a year ago or so, to further penetrate the market in Spain. The product that has 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

access crm  SOAP - Simple Object Access Protocol . SOAP is a lightweight protocol for exchange of information in a decentralized, distributed environment. It is an XML-based protocol that consists of three parts: an envelope that defines a framework for describing what is in a message and how to process it; a set of encoding rules for expressing data types, and; a convention for representing remote procedure calls and responses. SR - Service Request . The latest term for support case, problem ticket, work order, or Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

access crm  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

access crm  versus on-site CRM implementations. Access listings for vendors you may not know about—or that you may not have considered. More CRM Resources TEC’s CRM Evaluation Center (hint: click the button to try the free software selection tool) CRM White Papers Questions? Comments? Want to learn more? Sound off below. Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

access crm  provide quick and trouble-free access to all relevant information, functions, and transactions, and support entire business processes. Tailor the Application to Tasks and Roles Marketing managers, sales reps, call center agents, and other CRM users have very different tasks and roles. Thus a sales manager's dashboard, a customer service representative's desktop, and a partner portal should be tailored to those specific roles. A strong focus on business users and their needs, tasks, and processes ensures Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

access crm  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Read More

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 a comprehensive, industry-specific solution.  

access crm  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. Read More