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
 

 assessment guide for crm application


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

assessment guide for crm application  Software Selection Features | Assessment Software Selection | Consumer Software Selection | Standard Software Selection | Software Selection Tips | Simulation Software Selection | Software Selection Reference | Symbolic Software Selection | CRM Software Selection | CRM Software Selection Process | CRM Software Selecton Methodology | CRM Successful Software Selection | CRM Responsible Software Selection | CRM Business Software Selection | CRM Software Selection Guide | CRM Software Selection Tool | CRM

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 » assessment guide for crm application

The 2008 Handbook of Application Delivery: A Guide to Decision Making


IT organizations can no longer manage networks in isolation from the applications they support, requiring a shift from focusing on devices to a focus on performance. But a number of factors complicate the task of ensuring acceptable application performance, including the lack of visibility into application performance. Learn tips to plan, optimize, manage, and control your application performance and improve delivery.

assessment guide for crm application   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.

assessment guide for crm application   Read More

17 Rules of the Road for Customer Relationship Management


Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation.

assessment guide for crm application   Read More

CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know


When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex merger of processes, technologies, and culture. Additionally, a successful value chain recognizes that partners, vendors, suppliers, and employees play a vital role to ensure that customer values are both recognized and realized.

assessment guide for crm application   Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

assessment guide for crm application   Read More

Dynacom ERP (v. 11.3) for ERP for SMB Certification Report


Dynacom Enterprise is now TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) solutions in the 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.

assessment guide for crm application   Read More

IFS Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) in the 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.

assessment guide for crm application   Read More

Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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.

assessment guide for crm application   Read More

glovia G2 Is Now TEC Certified for ERP for Discrete Manufacturing


I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of ERP for discrete manufacturing solutions in TEC’s ERP Evaluation Center. Glovia has more than 30 years of experience developing its solution to meet the needs of discrete manufacturers. And, based on the data evaluated by Technology

assessment guide for crm application   Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

assessment guide for crm application   Read More