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 building business applications crm

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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 » building business applications crm

Microsoft Paints CRM Landscape On Lately A ‘Still Nature’ Business Applications Scenery


While most of its applications co-opetitors have been licking their wounds and bracing for a long summer drought, fat cash cushioned Microsoft has been putting together the pieces of its CRM (and likely the overall enterprise applications) strategy mosaic

building business applications crm  solving the conundrum by building extensive data marts and data warehouses and by deploying analytical tools atop of these to provide the advantages of BI to their users, their smaller counterparts have been working around itwith more or less useful report writers, and that is going to change in the future. It does not take a genius to realize that over time and with these features in place, the Microsoft CRM product might appeal to the more sophisticated prospects as well, as it should offer better Read More

Enterprise Applications Battlefield Mid-Year Scoreboard Part 4: Other Vendors, CRM, SCP & User Recommendations


Application vendors find themselves in a precarious situation where, concurrently with dismal revenue inflow, there is a need for bigger investment in the development of their products. Vendors unable to keep abreast of technology demands of a vertically focused solution that provides tangible returns in ever-smaller project chunks are in a danger of becoming has-beens.

building business applications crm  the future (see PeopleSoft Building Muscles To Overcome The Rough Patch ). Pure-Play SCM and CRM Providers Consequently, pure-play SCM and CRM vendors (e.g., i2 , Manugistcs , Logility , Siebel , Pivotal , Onyx , etc.) may become marginalized by increasingly strong SCM and CRM capabilities of ERP vendors. i2 Technologies i2''s ongoing languishing phase underscores just how difficult it is for best-of-breed vendors to survive without either a large roster of reference customers to rely on or a broader Read More

Overcoming the Barriers of Stand-alone Business Applications


Small to medium businesses (SMBs) like yours are the lifeblood of the economy. However, you may feel you need an operational boost—one that transforms your enterprise into a customer-focused business with the ability for future growth. An integrated suite of applications can give your business processes the depth and flexibility to achieve what a collection of stand-alone applications cannot.

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

building business applications crm  Centric World and ROI: Building the CRM Business Case , on which this series of articles is based. He also offers a ROI calculator that helps companies build a business case for CRM. It is available at www.competitiveperformance.com . Petersen has a Bachelor''s and Master''s degree in Engineering, and an MBA from the University of Chicago. Read More

Microsoft Paints CRM Landscape On Lately A ‘Still Nature’ Business Applications Scenery Part 2: Challenges and User Recommendations


Microsoft’s ambition will be its greatest challenge, as the company is concurrently experiencing an almost disruptive technology transition from Windows to .NET, using Internet rather than PCs. Microsoft Business Solutions is now up to its gills with soul-searching dilemmas, possibly with more issues than it would wish to be handling at the moment.

building business applications crm  extensive customization, for example building workflow managed processes to align sales teams by territory, product line or campaign. Moreover, the enterprises that have integration needs outside of the Microsoft environment, have complex sales and call-center service business practices, or need advanced CRM functions such as product configuration, content management, personalization and relationship optimization, will have to look at more sophisticated offerings mentioned earlier. Moreover, due to the Read More

Intellicus Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report


Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus's flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any type of organization. Certification ensures that Intellicus has demonstrated the platform's support for select real-world business processes, and that TEC analysts have reviewed the product's functionality against known benchmarks. Download the Intellicus certification report now for product analysis and in-depth analyst commentary.

building business applications crm  Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus''s flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

building business applications crm  Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products Read More

Is My Business Too Small for Business Intelligence (BI)?


Does business intelligence (BI) make sense for really small businesses? While BI solutions can surface and analyze business data, providing a competitive advantage for enterprises, this inquiry puts the spotlight on smaller businesses. But how does a small business deal with the costs associated with this kind of system? Learn why (and how) BI can be a smart choice for even the smallest business.

building business applications crm  My Business Too Small for Business Intelligence (BI)? Does business intelligence (BI) make sense for really small businesses? While BI solutions can surface and analyze business data, providing a competitive advantage for enterprises, this inquiry puts the spotlight on smaller businesses. But how does a small business deal with the costs associated with this kind of system? Learn why (and how) BI can be a smart choice for even the smallest business. Read More

Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

building business applications crm  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ I''m Larry Blitz, editor of TEC''s Vendor Showdown series. Today''s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com . Introduction With CRM so closely bound up with revenue Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

building business applications crm  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It''s why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More

IBM Cognos 8 Business Intelligence Software for use with SAP NetWeaver Business Warehouse Accelerator


As business data volumes expand, the biggest challenge for businesses is channeling reams of data into usable information that supports effective decision-making. Organizations that invest in the SAP Netweaver Business Warehouse continuously seek new ways to leverage the power of all corporate data. Learn how some companies are deploying IBM Cognos business intelligence software in the SAP NetWeaver environment.

building business applications crm  Cognos 8 Business Intelligence Software for use with SAP NetWeaver Business Warehouse Accelerator As business data volumes expand, the biggest challenge for businesses is channeling reams of data into usable information that supports effective decision-making. Organizations that invest in the SAP Netweaver Business Warehouse continuously seek new ways to leverage the power of all corporate data. Learn how some companies are deploying IBM Cognos business intelligence software in the SAP NetWeaver Read More

IBM Cognos Express: Integrated Business Intelligence and Performance Management for Your Midsize Business


Watch this brief overview of IBM Cognos Express, the integrated business intelligence and planning solution that's priced and packaged specifically to meet the needs of midsize organizations.

building business applications crm  Cognos Express: Integrated Business Intelligence and Performance Management for Your Midsize Business Watch this brief overview of IBM Cognos Express, the integrated business intelligence and planning solution that''s priced and packaged specifically to meet the needs of midsize organizations. 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.

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Most Overlooked Features when Buying a Business Phone System


When buying a new business phone system you are faced with a wide variety of phone features to choose from. Before you buy, make sure you don’t overlook these commonly forgotten features. This guide details such features as conferencing, auto attendant, mobile extensions, and many other valuable features.

building business applications crm  Overlooked Features when Buying a Business Phone System When buying a new business phone system you are faced with a wide variety of phone features to choose from. Before you buy, make sure you don’t overlook these commonly forgotten features. This guide details such features as conferencing, auto attendant, mobile extensions, and many other valuable features. Read More

NetSuite 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.

building business applications crm   Read More