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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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 act crm


Act-On
Act-on offers a cloud-based marketing automation platform.@Act-On@s technology features a database for accelerated campaign implementation; an easy, intuitive

act crm  On Act-on offers a cloud-based marketing automation platform. Act-On's technology features a database for accelerated campaign implementation; an easy, intuitive user interface; and a comprehensive, feature-rich solution set. This includes an e-mail engine with one-click integration to Web conferencing and customer relationship management (CRM) solutions; tools for website visitor tracking, lead scoring, lead nurturing, and social media prospecting; and design tools for Web forms, landing pages, and

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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 » act crm

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

act crm  CRM Empowering Leaders | Act CRM As CRM Solution | Act Customer Relationship Management As CRM Solution | Affordable Customer Relationship Management As CRM Solution Analytical Customer Relationship Management As CRM Solution | Automotive CRM As CRM Solution | Based Customer Relationship Management As CRM Solution | Best CRM As CRM Solution | Best CRM Software As CRM Solution | Best Customer Relationship Management As CRM Solution | Comprehensive Customer Relationship Management As CRM Solution | Read More

The Best ACT! Is Still to Come


After a long history as a contact management and relationship tracking tool, ACT! 2005, is expanding to offer more sales force automation features for small to midsize businesses. Now available in a workgroup version, it offers new templates, enhanced opportunity management, additional security, contact record permissions, group scheduling features, and new quote generation functionality. Technical improvements include an SQL database and a complete .NET platform positioning ACT! for total Internet accessibility. The balance of power will surely shift in the competitive landscape as ACT! 2005 covers SME CRM areas currently marked by competitors such as Goldmine and MS CRM.

act crm  sister products, transitioning from ACT to Best's other CRM solutions will be an organic process. This is a valuable opportunity to leverage Best's existing customer base and marketing potential. As Joe Bergera, senior vice president and general manager at ACT! explained, traditional market segmentation strongly positions ACT! in the 14 user category, representing 40 percent of the company's customer base. Interestingly enough, research shows that the software is currently very well received in sales Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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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

act crm  of the US Sarbanes-Oxley Act (SOX). Simply installing a CRM system is only the beginning. Successful CRM implementations start with a carefully defined organization-wide CRM strategy. Don’t forget: if you neglect to get user buy-in, you may end up with some very, very expensive shelfware. (See also How to Kill Your Software Selection Project in 10 Very Easy Steps ). How an Online Software Selection Process Can Help Compare which products adequately support the right mix of your enterprise's marketing, Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

act crm  a resource that can act as a facilitator and buffer during this process. They can use their experience to guide the organization in the appropriate direction. As noted above, there are various steps that need to take place in a successful CRM rollout. A CRM Implementation Firm has the experience to properly plan the various steps in this process. Installation, Configuration, and Customization Once a company has determined what they need from a CRM system, those requirements need to be translated and 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

act crm  companies require that customers contact them before returning previously-purchased product, to receive authorization to return the product. The customer is usually given an RMA number, for tracking purposes. ROI - A calculation of how much money will be saved or earned as the result of an investment. When evaluating CRM packages, be sure to factor in investments of both time and capital in your ROI analysis. Rollback Capability - The ability of an RDBMS, in the case of a catastrophic failure, to be able Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

act crm  today! For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

act crm  data contained in their transactional systems. After reading this Executive White Paper, please contact NetSuite at 1-877-NETSUITE to learn how thousands of customers have enhanced their bottom line by using one complete, on-demand system to manage their entire company. Market Event SAP and NetSuite made significant announcements regarding increased offerings and sophistication provided by their SaaS Customer Relationship Management (CRM) solutions this month. Driven by end-user demand, mid-market CRM Read More

Leveraging 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.

act crm  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

Market 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.

act crm  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

Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft?

act crm  No.7 Part 2: Market Impact Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact P.J. Jakovljevic - December 28, 2001 Event Summary With the release of the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel eBusiness Applications . Siebel 7 (formerly referred to as Siebel 2001 ) Read More

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


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

act crm  (IPO) pursuers requiring Best-Margin practice; Many public sectors pushing for Best Value for constituents ; and Intensified C-Level executive turnover (i.e. according to the Financial Week's   CFO Churn-O-Meter article, there were 208 executive departures only in August 2007). Although founded in 1980, and with nearly 2,900 employees, over 2,700 customers, 10,000 deployments and 1.5 million users in about 100 countries, Agresso is fighting aggressively to broaden its name recognition beyond Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

act crm  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

act crm  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More