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Software Functionality Revealed in Detail
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 business application example crm

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.  

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Documents related to » business application example crm

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.

business application example crm  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

business application example crm  on Demand , Small Business CRM , CRM Application Enterprises , CRM Data , Web-based CRM Application , CRM Application Strategy , CRM Service Management , CRM Application Implementation , CRM Success Strategies , CRM System , CRM Application Integration , Hosted CRM , CRM Hosting , CRM Web Services , CRM Business Technology , Customer Relationship Management . This AberdeenGroup Executive White Paper focuses on the business value of front-to-back office integration for small and mid-market companies as Read More

Business Intelligence: Actionable Insights for Business Decision Makers


Despite significant investments in data collection and integration, few companies can redeploy accumulated data to drive business performance. To succeed, they need new business intelligence (BI) tools that can integrate and analyze huge amounts of internal and external data. Learn how such tools can help your company understand customer needs, identify trends, and use the resulting lead time to seize opportunities.

business application example crm  accelerate implementation by linking business requirements to the specific functionality of a BI application and existing content and templates. These templates include pre-defined data models, queries and metrics, while incorporating industry best practices into the implementation process. This not only saves time, it also helps the BI initiative deliver on business needs. Business Objects customers that exploit the power of user focused tools can also access industry blueprint templates. These data Read More

Sit Down and Have a Long Talk with Your E-Business Application


Locus Dialogue Inc. announced a solution developer partnership with Great Plains. Through this partnership Locus Dialogue will speech-enable access to solutions from Great Plains. I can hear it now… 'DAMN IT, JIM !! I’m an e-commerce app, not an ACCOUNTANT!'

business application example crm  Long Talk with Your E-Business Application Sit Down and Have a Long Talk with Your E-Business Application A. Turner - August 25, 2000 Event Summary On August 1, 2000, Locus Dialogue Inc. announced a solution developer partnership with Great Plains. Through this partnership Locus Dialogue will speech-enable access to solutions from Great Plains. According to the folks at Locus, the Locus Dialogue SpeechPortal platform provides access to people, places and information from any telephone, anywhere at Read More

CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

business application example crm  | Business Strategy | Business Technology | Choose CRM Software System | Choose CRM Structure | Choose CRM System | Choose CRM System Model | Choose CRM System Process | Choose CRM System Solutions | Choosing CRM Software System | Choosing CRM Structure Model | Choosing CRM System | Choosing CRM System Model | Choosing CRM System Process | Choosing CRM System Solutions | Client Management Software Client Relationship Management | Compare CRM Software | Compare CRM Solutions | Consumer Relationship Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

business application example crm   Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

business application example crm  21–40 sites Nature of business : Manufacturer (or producer) Total budget and total users : 101 to 200 users, total budget $75,000 to $100,000 Services included : Customization and integration as part of the implementation Number of employees : 201-500 employees Annual revenue : $50 - $200 million in revenues Functionality by industry : Contact management / Customer contract management / Customer reference / Customer service and support / E-mail marketing Localization : North America (Canada and the 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.

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

business application example crm  ebsuite crm,sales force automation online,sales force automation pda,salesforce integration,dealership crm software,crm hosted software,crm equipment,ebsuite crm,on demand crm,customer relations management crm,crm customer relation management,sales force automation online,sales force automation tools,j2ee crm Read More

Why Business Intelligence Makes Sense for Midsize Companies


Business intelligence—or decision support—allows you to better understand, analyze, and predict what’s occurring within your company. BI turns data from financial, manufacturing, and sales systems into useful and meaningful information and then distributes it to people who need it. Midsize organizations have limited resources, so a BI solution should deliver low cost of ownership through off-the-shelf integration.

business application example crm  Business Intelligence Makes Sense for Midsize Companies Business intelligence—or decision support—allows you to better understand, analyze, and predict what’s occurring within your company. BI turns data from financial, manufacturing, and sales systems into useful and meaningful information and then distributes it to people who need it. Midsize organizations have limited resources, so a BI solution should deliver low cost of ownership through off-the-shelf integration. Read More

ROI Case Study: IBM Business Analytics - Cincinnati Zoo


This case study recaps a nonprofit organization’s business challenges and the benefits it realized upon adopting a business intelligence (BI) solution. The organization needed to combine its data and improve its reporting capabilities for various data types. The BI solution significantly improved the decision-making capabilities of the organization’s executive team, mid-level managers, and employees.

business application example crm  Case Study: IBM Business Analytics - Cincinnati Zoo This case study recaps a nonprofit organization’s business challenges and the benefits it realized upon adopting a business intelligence (BI) solution. The organization needed to combine its data and improve its reporting capabilities for various data types. The BI solution significantly improved the decision-making capabilities of the organization’s executive team, mid-level managers, and employees. Read More

Business Services and Consulting


There are several ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client's activities). Of course, these two different types of activities can be combined into one, depending on the client's requirements.

However, the line between the two types is sometimes blurry. For instance, a company may provide shipping logistics services for a client (or for the client's clients), in the sense that it handles the shipping of goods for the client; but it can also provide consulting services (or extend its own logistics services) to help the client improve the transportation system already in place.

business application example crm  ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client''s activities). Of course, these two different types of activities can be combined into one, depending on the client''s requirements. However, the line between the two types is sometimes blurry. For instance, a company may provide shipping logistics services for a Read More

The Five Styles of Business Intelligence: Industrial-strength Business Intelligence


If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a fundamental shortcoming in most BI tools today, as a single architecture cannot support the full range of BI functionality—leading to excessive costs, delays, and user dissatisfaction. Learn about a solution that covers the five different styles of BI functionality.

business application example crm  Five Styles of Business Intelligence: Industrial-strength Business Intelligence If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a fundamental shortcoming in most BI tools today, as a single architecture cannot support the full range of BI functionality—leading to excessive costs, delays, and user dissatisfaction. Learn about a solution that covers the five different styles of BI functionality. Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

business application example crm  than through end-user channels. Business Process Experience A CRM implementation partner has gathered significant business process experience from their previous engagements. You need to have a certain skill set to evaluate an organization''s business processes, make recommendations for improvement, and apply those processes to a CRM software system. Without this particular experience, it is very difficult and time consuming for a company to do this with internal resources. Depth of Skill Set Implementing Read More

W4 BUSINESS FIRST 8.5 for Business Process Management Certification Report


W4 BUSINESS FIRST 8.5 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (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.

business application example crm  BUSINESS FIRST 8.5 for Business Process Management Certification Report W4 BUSINESS FIRST 8.5 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (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 Read More