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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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 complete crm system


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

complete crm system  a relevant and hopefully complete custom requirements list in hand (yes – it takes at least a few iterations to get it right) the requirements must then be weighted and prioritized. Although the exact scales used for an exercise like this will vary, the objective is the same - to identify “What do you need” –v- “What you want” –v- “What would you like”. The first group of “needs” are the items that you cannot work without. If these functions are not part of a potential CRM software

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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

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

complete crm system  no one has a complete picture of the customer. With a multitenant, on-demand CRM solution, customer information and activities are easily unified and shared so that every department has a 360-degree view of the customer and can provide quicker, better service. Leads go directly to the right sales team or individual rep, are well qualified, and include the right information. Marketing gets real-time visibility into the status of every lead, sees which lead sources drive the most revenue, and plans Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

complete crm system  customer transactions through the complete lifecycle. Focus specifically on areas where context of the relationship was lost within an individual trans- action. These should be low-hanging fruit that point out ways to improve communication flow across the organization. Then step back and assess how well the experience represents the brand, supports retention, and differentiates from the competition. Step 3. Deliver an Execution Model Do the current capabilities and competencies of the organization 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.

complete crm system  represent the process or complete a business rules planning form that your CRM vendor should be able to provide you to help guide you through this process. We would also recommend you speaking further with a CRM consultant who may specialize in your vertical market and assist you in further developing your best practice information. Further Reading: Workflow Management Coalition (WfMC) http://www.wfmn.org/ Email wfmc@wfmc.org Workflow and Reengineering International Association (WARIA) Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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Phone System Buying Disasters to Avoid: C-Level Executives Share Hard Learned Lessons


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Open System, Inc


Open Systems was founded in 1976 on the premise of delivering powerful accounting software solutions to small and mid-market customers. Throughout its 25+ years, Open Systems has partnered with thousands of independent resellers, consultants and developers in order to deliver accounting software solutions to over 250,000 small, growing, and mid-market software users.

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CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

complete crm system  is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


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complete crm system  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

CRM Buyer's Guide


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SMB Phone System Buyer's Guide


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Matching the Correct Phone System to Your Business


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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


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complete crm system  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

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C2


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