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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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 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, and

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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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Documents related to » contact management system as crm solution

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.

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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).

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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

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A Single Software Solution That Enables Business Process Management


By focusing on improving and optimizing the processes instead of only the departments, any user company should be better aligned and prepared to take on the challenges ahead.

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Microsoft Dynamics Customer Solution Case Study: Outdoor Apparel Leader Gains Scalability and Visibility, Cuts Costs with ERP Solution


Patagonia, a global provider of outdoor apparel and gear, realized its technology and processes were unable to support the company with the scalability and visibility to realize its market and revenue potential. Working with Microsoft Gold Certified Partner Sunrise Technologies, the company implemented Microsoft Dynamics AX 2009 together with the Sunrise Apparel and Footwear Template and optimized key business processes.

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How to Use Data Management Successfully


Find out in the white paper master data management: extracting value from your most important intangible asset.

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Succession Management: A Primer


Many companies plan for vacancies at the top level, but few have a succession management strategy that considers all aspects of the business and levels of the employee hierarchy. This lack of planning can have implications to a company’s success. Without a clear program, a company is at peril of losing its talent at best and suffering from a crucial vacancy and losing momentum in the marketplace at worst. Find out more.

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Enterprise Configuration Management for Risk Mitigation


Enterprise configuration management (ECM) is a process to capture data and dependencies about an information technology (IT) infrastructure and to create an audit trail of changes against that infrastructure. The ECM process manages the revision and status of all the digital assets in an IT infrastructure. This white paper by Chris Kincaid from Configuration Management, Inc. discusses the benefits of ECM for risk mitigation.

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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