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Software Functionality Revealed in Detail
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 crm 4.0

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

Enterprise Performance and Scalability with Microsoft Dynamics CRM 4.0


The latest customer relationship management solution from Microsoft, Dynamics CRM 4.0, is engineered to meet enterprise performance and scalability requirements. Focusing on performance and scalability, application flexibility, and network configurability, this CRM solution can help you keep costs under control while you maintain the value of customizations—so you can react quickly to changing market demands.

crm 4.0  Scalability with Microsoft Dynamics CRM 4.0 The latest customer relationship management solution from Microsoft, Dynamics CRM 4.0, is engineered to meet enterprise performance and scalability requirements. Focusing on performance and scalability, application flexibility, and network configurability, this CRM solution can help you keep costs under control while you maintain the value of customizations—so you can react quickly to changing market demands. Read More

Bandwidth Utilization Improvements with Microsoft Dynamics CRM 4.0


Your customer relationship management (CRM) solution must be able to deliver across marketing, sales, and service while offering user scalability, data scalability, and network performance. But you may not have considered how network performance can affect other aspects of your company’s performance. Learn about a solution that has been enhanced with functionality for network bandwidth use improvements of up to 94 percent.

crm 4.0  Improvements with Microsoft Dynamics CRM 4.0 Your customer relationship management (CRM) solution must be able to deliver across marketing, sales, and service while offering user scalability, data scalability, and network performance. But you may not have considered how network performance can affect other aspects of your company’s performance. Learn about a solution that has been enhanced with functionality for network bandwidth use improvements of up to 94 percent. Read More

User Scalability for the Enterprise with Microsoft Dynamics CRM 4.0


The user scalability of your applications can be key to your organization’s success. Benchmark results show how a next-generation customer relationship management (CRM) system can meet the needs of an enterprise-level, mission-critical workload of 24,000 users while maintaining high performance response times. Learn how CRM can help you achieve a 360-degree customer view, adapt quickly to business change, and more.

crm 4.0  Enterprise with Microsoft Dynamics CRM 4.0 The user scalability of your applications can be key to your organization’s success. Benchmark results show how a next-generation customer relationship management (CRM) system can meet the needs of an enterprise-level, mission-critical workload of 24,000 users while maintaining high performance response times. Learn how CRM can help you achieve a 360-degree customer view, adapt quickly to business change, and more. Read More

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  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

Microsoft Dynamics CRM 4.0




crm 4.0  Dynamics CRM 4.0 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  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

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

crm 4.0  you can get a CRM system your salespeople will actually embrace—one that lets them work at peak performance—so they can bring in the new accounts, extra orders, and product upsells your organization needs and wants. Find out which new CRM solutions are best for your company. Simply visit TEC''s CRM Evaluation Center to compare a new generation of CRM solutions based on your company''s special requirements: your budget, industry, business model, geographical markets, IT platform, etc. Compare up to 50 Read More

SAP SCM 4.0


SAP SCM 4.0 is the one solution platform that offers packaged application capabilities that grow with your organization, support your business requirements, and transform traditional supply chains into adaptive supply chain networks. SAP SCM 4.0 includes SAP Advanced Planning & Optimization (SAP APO), SAP Inventory Collaboration Hub (SAP ICH), and SAP Event Management (SAP EM).    

crm 4.0  SCM 4.0 SAP SCM 4.0 is the one solution platform that offers packaged application capabilities that grow with your organization, support your business requirements, and transform traditional supply chains into adaptive supply chain networks. SAP SCM 4.0 includes SAP Advanced Planning & Optimization (SAP APO), SAP Inventory Collaboration Hub (SAP ICH), and SAP Event Management (SAP EM). Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm 4.0  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

crm 4.0  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

YOur CRM Solution in Our 2011 CRM Buyer's Guide


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crm 4.0  CRM Solution in Our 2011 CRM Buyer''s Guide YOur CRM Solution in Our 2011 CRM Buyer''s Guide Here''s your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer''s Guide*. Don''t miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software 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  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

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  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

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

crm 4.0  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More