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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

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

War Looms in the On-demand CRM Market (and Beyond)-But Will You Profit from It?


Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it may be the architect of its own downfall—and Microsoft is poised to take advantage. But will you profit from the Salesforce.com-versus-Microsoft war?

crm 4.0 mobile  release of Microsoft Dynamics CRM 4.0 , a fully multi-tenant application platform that supports deployments in on-premise environments, in partner-hosted environments, and via the new Microsoft Dynamics CRM Online service. To nitpick, the fully multi-tenant term may not be correct, since multi-tenant means that all customers are using the very same version. This is not a possibility with different deployment models. What Microsoft is doing is allowing multiple customers to share the same stack in some 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

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

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm 4.0 mobile  with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

crm 4.0 mobile  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm 4.0 mobile  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

High-performance Organizations Empower Employees with Real-time Mobile Analytics


An Aberdeen study from 2010 revealed that respondents were still in the early stages of mobile business intelligence (BI) adoption. But now, many companies are gearing up to deploy mobile BI throughout the organization to empower their front-line workers. This Aberdeen report highlights the challenges ahead, and brings focus to issues that organizations need to consider to successfully deploy mobile analytics to their front line.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

crm 4.0 mobile  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

crm 4.0 mobile  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm 4.0 mobile  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM 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?

crm 4.0 mobile  quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Management (CRM) (Wikipedia) The Real Challenge of CRM: Employee Buy-In CRM System is also known as : Best CRM System , Best CRM Systems , Business CRM Software , Business CRM Systems , CRM Applications , CRM System Companies , CRM Best Practices , Integrated CRM System , CRM Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm 4.0 mobile  Epiphany Infor''s CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More