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 contact management system as crm solution


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

contact management system as crm solution  interface for account and contact management functionality, where users can review past communications, upcoming activities, sales opportunities, quotes and purchases, support issues, links to relevant documents, and information from back-end systems. In addition, Surado CRM also captures all customer communications, whether through phone, e-mail, fax, the Internet, or personal contacts. A fully integrated workgroup scheduling and task management features the ability to track activities, participants,

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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.

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Compare Software Solutions

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Customer Relationship Management (CRM)

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Documents related to » contact management system as crm solution

InfiniteKM: Knowledge Management for Sales Channels and Contact Centers


InfiniteKM, a cloud (and on-premise)-based sales and service enablement platform, helps organizations’ sales channels and contact centers run smoothly and optimally. The platform has been developed by Infinite Media, and has evolved over the 15 years of experience the vendor has amassed working with some of the best-known brands in the world, such as Xerox, GE Mabe, ScotiaBank, John Hancock

contact management system as crm solution  employees in sales and contact centers. The core functionality of the solution consists of the following: highly configurable portals with role-defined views e-libraries with built-in searching and WYSIWYG (What You See Is What You Get) content management learning management system (LMS) proposal generation full reporting and trending Infinite Presenter (a Web-based tool that can be used to convert PowerPoint presentations into video-annotated content bytes to be shared with the appropriate audience). Read More

A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

contact management system as crm solution  system will assign each contact to a specific marketing campaign, tagging the data for continual analysis of marketing ROI and effectiveness in identifying likely prospects. By tracking expenses tied to leads generated, customers acquired, and potential and realized revenue, campaigns can be shaped to individual customers and prospects based on specific responses or effectiveness rates. The needs and interests of individuals, of course, can be best understood by examining data from individual Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

contact management system as crm solution  SFA - Account and Contact Management 1 2 3 -1 -2 -3 SFA - Activity Management 1 2 3 -1 -2 -3 SFA - Opportunity Management 1 2 3 -1 -2 -3 SFA - Product Management and Pricing 1 2 3 -1 -2 -3 Marketing Management 1 2 3 -1 -2 -3 Customer Support 1 2 3 -1 -2 -3 Resource Management 1 2 3 -1 -2 -3 Competitive Intelligence 1 2 3 -1 -2 -3 PIM Synchronization 1 2 3 -1 -2 -3 Reporting 1 2 3 -1 -2 -3 Import / Export 1 2 3 -1 -2 -3 Dashboard / Analytics 1 2 3 -1 -2 -3 Module Name 1 2 3 -1 -2 -3 Scale: Fit / Read More

How to Choose the Right Hosted CRM Solution for You


How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing a hosted CRM solution that’ll provide the benefits of an on-premise CRM solution without the need for a complex implementation or the assistance of an in-house IT team. Hosted CRM is a cost-effective solution that promises a quick return on investment (ROI).

contact management system as crm solution  Automation   Lead management Contact management Territory and quota management Partner management Opportunity management and forecasting Sales methodology implementation Feedback management Analytics   Scheduled reports Customizable forecasting Data quality management Proactive alerts Custom analyses Role-based analytics Comprehensive library of pre-built reports Service and Support   Email response management Web and voice self-service Chat Agent productivity Cost While the price of an on-premise CRM Read More

IFS Field Service Management: Field Service Management (FSM) Competitor Analysis Report




contact management system as crm solution  Field Service Management: Field Service Management (FSM) Competitor Analysis Report Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

contact management system as crm solution  companies require that customers contact them before returning previously-purchased product, to receive authorization to return the product. The customer is usually given an RMA number, for tracking purposes. ROI - A calculation of how much money will be saved or earned as the result of an investment. When evaluating CRM packages, be sure to factor in investments of both time and capital in your ROI analysis. Rollback Capability - The ability of an RDBMS, in the case of a catastrophic failure, to be able Read More

6 Signs That You Need to Upgrade Your Business Phone System


In 6 Signs that You Need to Upgrade Your Business Phone System, you'll find 6 key questions to ask about your company's current phone system.

contact management system as crm solution  today! For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

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.

contact management system as crm solution  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, Read More

Business Performance Management


Business performance management (BPM) enables organizations to translate strategies into plans, monitor execution, and provide insight needed to manage and improve financial and operational performance. This knowledge base covers scorecards, dashboards, business activity monitoring, and more.

contact management system as crm solution  Performance Management Business performance management (BPM) enables organizations to translate strategies into plans, monitor execution, and provide insight needed to manage and improve financial and operational performance. This knowledge base covers scorecards, dashboards, business activity monitoring, and more. Read More

How Performance Management Drives Success in a Weak Economy


In the white paper performance management in a weak economy, youll discover how performance management software can help you make better, faster bu...

contact management system as crm solution  today. For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More

Portfolio Management


Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management.

contact management system as crm solution  Management Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management. Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

contact management system as crm solution  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More

10 Strategies for Choosing a Midmarket ERP Solution


Find out in 10 Strategies for Choosing a Midmarket ERP Solution.

contact management system as crm solution  today! For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More