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
 

 approach to reference checks

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 » approach to reference checks

Software Selection: An Approach


Selecting package software can have long-term benefits or long-term regrets. To avoid the latter, your approach needs to be sound, logical, and prudent. It also has to be completed in your lifetime. Read about an approach to software selection that helps an organization get to the primary objective of identifying the best software solution quicker but with the necessary due diligence.

approach to reference checks  the balloon pops. This approach attempts to quickly identify the potential best package solution, at least on paper, until you are satisfied through a demonstration that it is the best solution (i.e. finger reaches the other side of the balloon) or the selected solution misses the mark on several fronts (i.e. the balloon pops) and you move on to the next promising candidate. Accordingly, you do not drill down to the same depth for all package candidates at the same time. You proceed on a more gradual, Read More

A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

approach to reference checks  input, and suggest implementation approaches to accelerate the acceptance and benefits of SFA. Companies spend staggering investments to make and keep their offerings competitive. Since the mid 90''s, major expenditures have been made in CRM (Customer Relationship Management), often with mixed results. CRM gained quick acceptance and was viewed by some organizations as a way to introduce sanity and structure into sales and tactical marketing. However, one area that has historically resisted the Read More

A Road Map to Data Migration Success


Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project teams encounter some very specific management and technical challenges. Minimizing the risk of these tricky migrations requires effective planning and scoping. Read up on the issues unique to data migration projects, and find out how to best approach them.

approach to reference checks  project may change its approach to implementation, such as moving from a regional phased approach to a product phased approach. For example, in a cell phone company, rather than convert customers by region, the team converts all customers internationally that have the newest service plan, followed by a family service plan, and so on. What may be a straightforward change for the larger project could exponentially increase the scope of the data migration effort. It is not uncommon for resources to shift Read More

Leveraging A Demand-Driven Manufacturing Model to Enhance Profitability


Successful demand-driven fulfillment manufacturing, include optimal channel and customer relationships, informed on-line buying and selling, order fulfillment, and integrated operational infrastructures. Manufacturers need to overcome challenges to demand-driven fulfillment by implementing a system that supports flexibility, openness, visibility, planning, e-commerce, collaboration, and integration where the ultimate objective is to minimize waste and optimize resources.

approach to reference checks  control. A more strategic approach is to integrate these functions into one extended information infrastructure, so that engineering, product confi guration, purchasing, manufacturing planning, project management, budgeting, costing, billing and fi nance, and customer relationship management are working off the same page, populated with the latest data. A real-time enterprise solution, such as that offered by SYSPRO, is the key to successful coordination. SYSPRO CRM gives insight into customers and Read More

Best Practices in Extending ERP: A Buyer’s Guide to ERP versus Best-of-breed Decisions


The trade-off between best-of-breed functionality and ease of integration is no longer so simple. Enterprise resource planning (ERP) software continues to expand, blurring the boundaries of core ERP functionality. The three essential factors to consider in ERP versus best-of-breed decisions are functionality, integration, and the ability to upgrade. Find out the questions you need to ask when considering an ERP extension.

approach to reference checks  took a big bang approach to cutting over from its legacy system, then implemented an electronic store front six months later. In their effort to work with a single vendor, they purchased the store front from their ERP vendor, and also contracted with them to customize their financial system for circulation management. Mr. Harris adds, When you consider how many full time employees I could hire with the maintenance dollars I spend with my ERP vendor, the choice is clear. In the case of Sturgis Molded Read More

How to Get Closer to Your Best Customers


In the white paper Get Closer to Your Best Customers, you'll find a host of new ideas and proven best practices for dealing with customers more e...

approach to reference checks  improve the way you approach customers during these difficult economic times. Learn about them in the white paper Get Closer to Your Best Customers . For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More

The Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value


Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move toward this approach.

approach to reference checks  Delivery Framework: A Holistic Approach to Deliver Customer Value Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move toward this Read More

The Prescription to Buying an EMR Solution to Improve Patient Care and Staff Productivity


Purchasing an electronic medical record (EMR) system is a daunting task, as there are many software vendors who cater to this niche industry. That’s why it’s essential for you to know what kind of functional requirements your practice or hospital will require to run your daily operational needs. You also need to forecast that whichever system you choose (whether on-demand or on

approach to reference checks  Prescription to Buying an EMR Solution to Improve Patient Care and Staff Productivity Purchasing an electronic medical record (EMR) system is a daunting task, as there are many software vendors who cater to this niche industry. That’s why it’s essential for you to know what kind of functional requirements your practice or hospital will require to run your daily operational needs. You also need to forecast that whichever system you choose (whether on-demand or on-premise), the software will allow Read More

Pay, Performance, and Productivity: How to Use Compensation to Motivate and Make a Difference


Compensation has consistently remained one of the top five job-satisfaction factors considered most important to employees. A well-designed compensation strategy that connects rewards and performance can benefit both employers and employees. This white paper discusses some of the key factors.

approach to reference checks  Performance, and Productivity: How to Use Compensation to Motivate and Make a Difference Compensation has consistently remained one of the top five job-satisfaction factors considered most important to employees. A well-designed compensation strategy that connects rewards and performance can benefit both employers and employees. This white paper discusses some of the key factors. Read More

Medallia to Offer New Text Analytics Functionality to Its Customer Experience Management Suite


The best way to capture customer experience is without a doubt the ability to interpret real customer sentiment, which is reason enough for Medallia to include text analytics capabilities to its already well-known Customer Experience Management Suite (CEM). Points of note: this offering integrates fully with Medallia’s CEM solution. The vendor touts its ease of use, as well as the ability for

approach to reference checks  to Offer New Text Analytics Functionality to Its Customer Experience Management Suite The best way to capture customer experience is without a doubt the ability to interpret real customer sentiment, which is reason enough for Medallia to include text analytics capabilities to its already well-known Customer Experience Management Suite (CEM) . Points of note: this offering integrates fully with Medallia’s CEM solution. The vendor touts its ease of use, as well as the ability for users to acquire f Read More

The High Cost of Change for ERP: What Does It Take to Keep Up-to-date?


Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better.

approach to reference checks  High Cost of Change for ERP: What Does It Take to Keep Up-to-date? Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better. Read More

6 Reasons to Switch to Cloud-based Expense Management


Many businesses have begun to realize the extent of the benefits offered to them by automated expense management. These programs—which allow expense information to be stored digitally and expense reports to be generated automatically—are about to become standard across all sectors of industry. Here are six ways cloud-based expense management can benefit companies.

approach to reference checks  Reasons to Switch to Cloud-based Expense Management Many businesses have begun to realize the extent of the benefits offered to them by automated expense management. These programs—which allow expense information to be stored digitally and expense reports to be generated automatically—are about to become standard across all sectors of industry. Here are six ways cloud-based expense management can benefit companies. Read More

How to Respond Faster to Customer Feedback


What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system.

approach to reference checks  to Respond Faster to Customer Feedback What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system. Read More

From Local to Hosted: The Story of One Company’s Migration to On-demand ERP


Here’s the inside story on how an international manufacturer using a traditional, local enterprise resource planning (ERP) solution shifted gears to end up with an on-demand, remotely hosted ERP system. It wasn’t the change the company originally intended, but the benefits proved too overwhelming to resist.

approach to reference checks  Local to Hosted: The Story of One Company’s Migration to On-demand ERP Welcome to TEC radio. I’m your host, Wayne Thompson Here’s a story to get you thinking if your organization has a traditional, local, ERP [ enterprise resource planning ] system running the business. It tells why Asahi Kasei Spandex America , a subsidiary of Asahi Kasei Group of Japan, made the transition from a locally hosted ERP solution to a remotely hosted, on-demand ERP system. The company was searching for a solution Read More

Using SumTotal Systems to Build a Structured Approach to Learning and Development


Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how.

approach to reference checks  to Build a Structured Approach to Learning and Development Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how. Read More