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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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 client relationship management crm


Building Relationship Capital: Client Relationship Management for the Capital Markets
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and

client relationship management crm  Relationship Capital: Client Relationship Management for the Capital Markets Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an

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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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Documents related to » client relationship management crm

Customer Relationship Management for IT Professionals


What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and commitments that have been met.

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Deploying Customer Relationship Management Effectively: Beyond Implementation


A customer relationship management (CRM) solution is now a standard business requirement. With origins as a system for sales teams, CRM has clearly evolved into a mandatory tool for providing benefit to the entire organization. However, methodology and training play instrumental roles in successful CRM implementations; if designed well, these critical components will ultimately ensure user buy-in and success.

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Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

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Customer Relationship Management: Evolution, Not Revolution


Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows evolution without the upset of revolution.

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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.

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Systems Management Buyer's Guide


Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions.

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Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

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deFacto Performance Management: Enterprise Performance Management Redefined


In this product analysis report, TEC analyst Jorge Garcia takes an in-depth look at the deFacto enterprise performance management (EPM) solution in the context of today's EPM landscape. The report covers an introduction to deFacto and its approach to EPM, deFacto product highlights, and a general look at EPM and its history, role, importance, and value in modern enterprises.

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Understanding IBM Lotus Web Content Management Software


IBM Lotus Web Content Management software is IBM’s Web content management system offering. Lotus Web Content Management software provides tools to apply business rules and processes to content, helping to ensure that specific information assets from across the enterprise are delivered via Web sites and portal. This factsheet provides a detailed overview of key Lotus Web Content Management features.

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Warehousing Management: Yard Management, Competitive Analysis, and Challenges


The business remains challenging to even the most established vendors, since an intensifying product architecture rejuvenation and functional enhancements cycle, the pressure from the ERP intruders, and continued market consolidation exert fiscal pressure across the sector.

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