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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

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

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

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

Mobile Device Management Comparison Guide


In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions.

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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm 4.0 mobile  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. 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

Moving beyond the Basics: Key Considerations for Successful Adoption of a Mobile Platform


The increased use of mobile devices has led some organizations to undertake a corporate mobile strategy to reap the benefits of mobility. Download this report to learn why you should too. Find out what the complete mobile framework encompasses, along with three key considerations for enhancing your corporate mobility return on investment (ROI).

crm 4.0 mobile  corporate mobile strategy,corporate mobile platform architecture,mobile platforms,mobile platform,mobile marketing strategy,mobile business strategy,mobile app developer,mobile app developers,android app development,android development,mobile app development,mobile application development,mobile marketing,android developer,mobile development Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm 4.0 mobile  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. 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

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

crm 4.0 mobile  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More

Mobile Application Momentum


With the boom in sales of smart mobile handsets, the opportunity for developing and selling mobile applications is ever more appealing. But the market is changing and evolving rapidly, with new concepts and technologies vying for attention. Discover why, in order to gain momentum, mobile applications need to have both appealing value for customers and the most appropriate, rapid, and wide-reaching routes to market.

crm 4.0 mobile  mobile applications,mobile platforms,how to build an apps for iphone,developing and selling mobile applications,platform options for developers,how to build an iphone app,mobile application development tool Read More

Targeted Mobile Promotions: An Insight into the Usage of Mobile Coupons in the Aviation Industry


With increasing adoption of smart phones and availability of services, consumers are looking at new ways of leveraging smart phone capabilities. SmartAssist is an end-to-end solution for Airlines that can efficiently manage mobile coupons and redemptions on a customer’s smart phone. The solution leverages the power of location-based services and Near Field Communication (NFC), all packaged together on a sleek user interface.

crm 4.0 mobile  Airlines,Mobile,Smart Phone,Promotions,Coupons,NFC,LBS,HCL,HCL Technologies,SmartAssist,airline,smart phone reviews,smart phone card,best smart phone,mobile spy Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

crm 4.0 mobile  Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today''s Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful Read More