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Software Functionality Revealed in Detail
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 crm 4.0 mobile

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 » crm 4.0 mobile

Dynamics CRM


Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft Dynamics CRM provides enterprise scalability, performance, and flexibility with a choice of on-premise and on-demand deployments.  

crm 4.0 mobile  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft Read More

Zoho’s Mod Appeal


If you are a small or medium business and you haven’t heard of Zoho yet, you should check it out—the company might have an app for you, perhaps even for free. The name alludes to small office, home office, i.e., SOHO, although some products are suited to larger companies. The Web-based mini apps of the Zoho Office Suite are a great example of the trend of the atomization of user experience

crm 4.0 mobile  Mail works within Zoho CRM , but the CRM product can also work with Microsoft Outlook and can be integrated to Intuit QuickBooks rather than to Zoho Books. Zoho also boasts good integration with Google Apps, although the two companies can be (and often are) direct competitors in productivity apps. Zoho CRM is one of the company''s most popular apps and is also a top app at Google Apps Marketplace . Zoho CRM continues to win over small to medium businesses (SMBs) with its good-enough functionality for a Read More

What’s Up with xTuple-and Open Source ERP?


You may be wondering how the open-source ERP vendor xTuple operating with a workforce of only 27 can compete on the same stage with the software giants. Find out how as TEC principal analyst P.J. Jakovljevic looks at xTuple’s current ERP offerings and commercial editions, and speaks with xTuple CEO Ned Lilly on the vendor’s social capabilities, product development focus, market and competitive landscape, and future outlook.

crm 4.0 mobile  as much of the CRM as you want to make available to trading partners (again—customer, vendors, partners, etc.). That can mean incidents (tickets), to-dos (by group or individual), projects/tasks, opportunities, etc. We''ve used it to manage communications with our value-added reseller (VAR) partners for years. What else do you mean by social ? If it''s connectors to Facebook, LinkedIn , Twitter , etc., I''d say that''s a great opportunity for third-party add-ons, but not really what I''d consider core ERP Read More

xTuple Ends 2012 on a High Note


In the final days of 2012, xTuple, a commercial open source enterprise resource planning (ERP) company that works with a global community of tens of thousands of professional users, reported its second consecutive record quarter of sales for 2012. Due to a surge of new customers in manufacturing and distribution, revenue was reportedly up 74 percent over the third quarter last year—and sales in

crm 4.0 mobile  implements the entire xTuple CRM module in the mobile framework, including contacts, opportunities and pipeline management, to-do lists, projects, and incidents/trouble tickets. Over the course of the 4.x product releases, xTuple will make the entirety of its accounting, CRM, and ERP scope available in the Mobile Web client. The xTuple Mobile Web client is also fully interoperable with the aforementioned xTuple Desktop client, which runs natively on Windows, Mac, and Linux. Office-bound users can work Read More

TEC Industry Watch: Enterprise Software News for the Week of May 28th, 2012


SOFTWARE SELECTIONSOklahoma’s Department of Human Services selects WebFOCUSIndustry tags: cross-industry "To solve its reporting requirements, Oklahoma DHS has selected Information Builders’ WebFOCUS business intelligence platform. With massive reporting requirements, the state government institution will rely on (among other things) a reporting application for child support services and a

crm 4.0 mobile  Web app begins with CRM (the full module) as well as the Accounts Receivable portion of the accounting module (now called Billing). —Principal TEC Analyst P.J. Jakovljevic TEC article (April 30 2012): What’s Up with xTuple—and Open Source ERP?  Active Endpoints launches free meeting follow-up wizard Industry tags: cross-industry Cloud Extend is a concrete cloud business process management (BPM) application, built on Active Endpoints'' BPMS, ActiveVOS, which aims to easily automate mundane sales, Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm 4.0 mobile  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

crm 4.0 mobile  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today''s leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More

Top Talent is Mobile. Are You? The Rise of Mobile Technology in Talent Acquisition


We turn to our smartphones and tablets for almost everything, and these mobile devices are well on their way to becoming the primary means for accessing the Internet. However, the rise of mobile adoption by job seekers presents a new set of challenges for employers. Having a mobile presence is imperative for an organization to be perceived as modern and forward-thinking in order to obtain top talent. In this eBook, learn more about the rise of mobile technology and how to provide a mobile candidate experience that exceeds candidate expectations.

crm 4.0 mobile  Applicant Tracking, ASP, ATS, Staffing Systems, Recruiting Solutions, mobile talent, talent acquisition, talent mobile, mobile job search, mobile candidate, mobile recruitment Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm 4.0 mobile  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

Answering the Call: Emerging Best Practices in Consumer Mobile


The short list of what retailers need from first-generation mobile capabilities is surprisingly long, spanning deep product information, ratings and reviews, scanning capabilities, full commerce, and more. Download this white paper to learn more about the state of consumer mobile in retail today, as well as the mobile use cases that retailers have currently deployed. Download now.

crm 4.0 mobile  mobile capabilities,mobile shopping,windows mobile shopping,mobile shopping cart,mobile shopping sites,online mobile shopping,mobile shopping summit,windows mobile shopping list,mobile shopping list,mobile shopping websites,mobile shopping carts,mobile shopping online,mobile shopping mall,mobile shopping cart software,google mobile shopping Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm 4.0 mobile  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. 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.

crm 4.0 mobile  relationship management (CRM) (Wikipedia) CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship Management , Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm 4.0 mobile  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm 4.0 mobile  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More