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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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 basic crm implementation sfa


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

basic crm implementation sfa  they want beyond the basic dashboard screen offered by an SFA application. Providing them the ability to configure it to their specifications without IT reliance will help to maximise acceptance and productivity. Work Flow Customisation Most sales environments are interrupt-driven. Whether in the car, office, or at customer locations, interruptions are inevitable. Entering information in a logical sequence and flow makes using the system and handling partial entries easier. At the same time, the ability t

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Scala and Microsoft Become (Not So) Strange CRM Bedfellows


The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the participants that compete in the other enterprise applications fields, will it last? For the time being, Microsoft will likely be content to help Scala attack or keep the satellite divisions of its bigger competitors, particularly those of their common rival - SAP.

basic crm implementation sfa  ticket queues) with a basic customer service knowledge base and content authoring and approval workflow. These features are what the targeted customers likely need at this stage, and Microsoft CRM might change the sentiment about CRM among conservative manufacturing SMEs that have so far been dismissive of either over-functional, too rigid, and highly priced products on the one hand, or of inadequate, inexpensive products on the other hand. Thus, an affordable, straightforward, out-of-the-box application 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.

basic crm implementation sfa  CRM should consider some basic principles that are vital to yielding maximum returns on their CRM investments. This includes capitalizing on customer insight: aligning marketing, sales, and service with the customer in mind; managing customer experience across touch points; guiding customers to the right channel; connecting the front and back office; and creating a value network with partners ' while balancing efficiency and effectiveness. As fundamental pillars of your CRM strategy, you also need to put Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

basic crm implementation sfa  implementation, and affordability. Beyond basic sales force and marketing automation functionality, Surado CRM provides an integration module they claim eases customization and connectivity with other back office systems, an automatic synchronization (Always-In-Sync) between mobile users and servers, and a module for synchronization with Microsoft Exchange. Product Definition and Market Impact Through the guided installation of Surado CRM, the user gets to answer a series of questions that define the Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

basic crm implementation sfa  These factors range from basic demographics to life milestones, such as retirement. The second factor is that customers should have the ability to customize their solution to address their unique business needs and evolving external requirements. As stated in Onyx’s press release , “in a dynamic business environment, the service enterprise must be able to sense and react” almost instantly “to changing market conditions.” The third factor is the essential ability to adapt to customer and market Read More

The 12 Cardinal Sins of ERP Implementation


The biggest single issue in ERP is the failure of a successful implementation. It is mind-boggling to continually encounter companies who make major ERP gaffes in this day and age, especially since most of the trials and tribulations of MRPII implementation were suffered and learned from in the early 1980's with alpha, beta and gamma releases. The pertinent question is what are the main causes of ERP failure and what can be done to prevent this from happening to you? There are twelve major reasons for why companies get bogged down or fail in implementing ERP. This white paper addresses them.

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Five Critical Points for ERP Implementation Success


Find out how your company can avoid ERP implementation problems inFive Critical Points for ERP Success*.

basic crm implementation sfa  critical points erp implementation success,critical,points,erp,implementation,success,points erp implementation success,critical erp implementation success,critical points implementation success,critical points erp success,critical points erp implementation. 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.

basic crm implementation sfa  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

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

basic crm implementation sfa  do provide is a basic, high-level view of the general strengths and weaknesses of vendors' solutions right out of the box. However, the fact is that few businesses, if any, can use a CRM solution right out of the box. Every business has special requirements and priorities that need to be supported by any CRM solution it uses. Even within individual modules, the top-ranked vendor may not necessarily be the right one for your organization's needs. For example, Microsoft was the overall winner in Sales Read More

Rapid Implementation: The New Age of ERP


For midsize firms seeking more value in a shorter period of time, a rapid enterprise resource planning (ERP) implementation may be the way to go. If you’re unsure this is the right choice, you need to consider some important factors. The best candidates tend to be ERP solution first-timers. Learn more about how to work closely with ERP partner vendors for a rapid—and successful—ERP implementation.

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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

basic crm implementation sfa  CRM SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management. Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

basic crm implementation sfa  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

Ensuring a Successful PLM Implementation


If you’ve ever been involved in an enterprise software implementation, you already know how challenging it can be to get it done on time and under budget. With literally thousands of technical details to keep track of, there are plenty of opportunities for things to go wrong. In the case of product lifecycle management (PLM) solutions, enterprise implementations can be even tougher. Find out how to get it done right.

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Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

basic crm implementation sfa  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any 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.

basic crm implementation sfa  This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More