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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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 bi customer relationship management


A Lexicon for Customer Relationship Management Success
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms do not provide the vocabulary for

bi customer relationship management  relationship management became a bi-word in the world of technology. On a separate path, Peppers and Rogers (currently a strategic division of Carlson Marketing) popularized one to one marketing which established a marketing component in CRM. At the same time, the dot-com era was born and the idea of tracking consumer behaviors at the click level materialized, giving rise to real time marketing. The rush for customer data was soon followed by the realization that there was an ocean of data with few

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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

Customer Relationship Management (CRM)

Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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A Customer Relationship Management Solution Aims To Cover all the Bases


Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado solution.

bi customer relationship management  management; business-to-consumer analytics; and BI 81 36 0 45 74.98 10 9 21 17.22 39 3 39 81.62 OTHER CRM-RELATED APPLICATION AREAS Includes e-mail marketing; relationship capital management; survey software; sales proposal software; product and price configuration; web conferencing; and other 12 9 0 3 89.17 2 10 0 16.67 7 0 5 87.5 TECHNICAL FUNCTIONALITY AND SUPPORT Includes business functionality; technical functionality; and ongoing CRM solution support 590 325 85 179 83.4 125 148 218 36.4 451 39 99 Read More

Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

bi customer relationship management  of project costing and billing with accounting is necessary to provide the integrated solution that PSOs need. CRM. This is extensively employed by professional services firms. Service organizations require complete customer support, demand management, and pipeline and opportunity management capabilities to capture and analyze client and contract details prior to a project engagement. CRM functionality also allows organizations to prioritize opportunities and to forecast pipelines. Knowledge management . Read More

Integrating Customer Relationship Management and Service Resolution Management


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bi customer relationship management  lies in the application's ability to develop a complete customer profile that supports multiple business units and products. Service organizations need a wide range of customer data, including demographics, financial status, and current and anticipated lifestyle changes (for example, college-age children, retirement concerns, newborn kids, house or condo purchase, changing insurance requirements, etc). To gain a true understanding of customers' needs and wants, any interaction with them must be captured Read More
Oco, Inc

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bi customer relationship management  ecosystem data in a BI framework which account teams, service personnel, and customers can access, will clearly help to facilitate the intelligent machine vision. Most organizations in the growth stage have the ability, sophistication and data access to carefully map their strategic accounts into a Customer Experience Map (sidebar). This tool provides the opportunity to map your actual service delivery performance – Operational Index (higher percentage indicates better performance) to the customer’s Read More

Knowledge Management: The Core of Service Resolution Management


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How Integrated Facilities Management Software Automates Facilities Management


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Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems


To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on the cost benefit for EDMS/ERMS.

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More Than "Talent": Exploring Talent Management and Workforce Management as a Continuum


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Business Performance Management Basics: An Overview of Business Performance Management and Its Benefits to the Organization


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bi customer relationship management  For example, with traditional BI online analytical processing (OLAP) cubes, sales data can be reflected multidimensionally with rolling sales data over a three-year period. This, however, pales in comparison to dashboard functionality, which allows a sales manager to see up-to-date sales figures in real time, and to compare them against predefined metrics. The sales manager can then drill down on the data to access and analyze operational data in order to determine a plan of action. KPIs vary depending Read More

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bi customer relationship management  BPM Suite 9.1 Business Process Management Product Certification Report Bizagi BPM Suite 9.1 by Bizagi is now TEC Certified for online evaluation of business process management solutions in TEC's BPM 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 this BPM product's highlights, competitive analysis, product analysis, and in-depth BPM analyst Read More

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10 Principles for Knowledge Management Success


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bi customer relationship management  knowledge correctly is a big risk, as is underestimating the integration task into your already complex environment. There are some providers of pre-packaged knowledge out there, but my experience is that while they can be useful to the help desk they are not relevant to customer service centers which have business-specific content needs. In either case, you must ensure you have the adequate resources to create and maintain the content you promise. Creating content is not a one-time project. Also, over Read More