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Software Functionality Revealed in Detail
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 crm best practices bi


Best Practices for Using Excel as a BI Tool
Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business

crm best practices bi  Practices for Using Excel as a BI Tool Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business intelligence (BI) solution, Excel often becomes the go-to tool for compiling and analyzing business data In this guide, John Wilson, CEO of Claim Insights, and other Focus Experts offer top tips and best practices for using Excel as a business intelligence tool.

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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

Business Intelligence (BI)

Business intelligence (BI) and performance management applications enable real-time, interactive access, analysis, and manipulation of mission-critical corporate information. These applications provide users with valuable insights into key operating information to quickly identify business problems and opportunities. Users are able to access and leverage vast amounts of information to analyze relationships and understand trends that ultimately support business decisions. These tools prevent the potential loss of knowledge within the enterprise that results from massive information accumulation that is not readily accessible or in a usable form. It is an umbrella term that ties together other closely related data disciplines including data mining, statistical analysis, forecasting, and decision support. 

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Documents related to » crm best practices bi

Enterprise Information Management: Strategy, Best Practices, and Technologies on Your Path to Success


New data sources, unstructured data, and greater volumes of data than ever before are creating an information overload. Plus, customers’ demands for faster service stress front-office applications, while parallel demands from internal users place greater demands on back-office systems. Before you discover that your data quality has been rendered ineffective, consider adopting enterprise information management (EIM).

crm best practices bi  IT systems, such as CRM or ERP systems, will be squandered because the business users will instead invest in and rely on their own private data stores—typically spreadsheets. Business productivity degrades to the level of individual management and interpretation of data. Most companies are not only seeking the use of sanctioned and meaningful information, they are hoping that information will result in competitive advantage. Can the information be used to make critical decisions? You need to go no Read More

Best Practices for Implementing BI in ERP-centric Environments


Business intelligence (BI) is a priority for many organizations, promising enhanced visibility and improved efficiencies. But for those with existing enterprise resource planning (ERP) systems, implementing or updating a BI program raises especially interesting challenges. This set of vendor-neutral articles outlines best practices for creating or optimizing BI programs that effectively leverage existing ERP investments.

crm best practices bi  Practices for Implementing BI in ERP-centric Environments Business intelligence (BI) is a priority for many organizations, promising enhanced visibility and improved efficiencies. But for those with existing enterprise resource planning (ERP) systems, implementing or updating a BI program raises especially interesting challenges. This set of vendor-neutral articles outlines best practices for creating or optimizing BI programs that effectively leverage existing ERP investments. Read More

Best Practices in Extending ERP: A Buyer’s Guide to ERP versus Best-of-breed Decisions


The trade-off between best-of-breed functionality and ease of integration is no longer so simple. Enterprise resource planning (ERP) software continues to expand, blurring the boundaries of core ERP functionality. The three essential factors to consider in ERP versus best-of-breed decisions are functionality, integration, and the ability to upgrade. Find out the questions you need to ask when considering an ERP extension.

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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?

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

crm best practices bi  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm best practices bi  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

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 best practices bi  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

Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

crm best practices bi  CRM Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm best practices bi  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

A Guide to Microsoft’s BI Ecosystem—Understanding Microsoft’s Approach to BI for the Enterprise


In the last 4 to 5 years, the business intelligence (BI) and data management scene has evolved at an incredibly fast pace. Software pioneer Microsoft has extended the reach of its enterprise software solutions to the BI and analytics space by offering a wide variety of software applications to enterprises for performing BI and analytics capabilities based on different organizational needs and requirements. Aiming to help users with their BI software selection efforts, this research series explores the complete Microsoft BI product stack, describing the outstanding features of each of Microsoft’s BI offerings. The first part of this series describes the development of the Microsoft BI product landscape and provides insight into Microsoft’s set of enterprise BI solutions.

crm best practices bi  Microsoft, BI, business intelligence, BI solution, Microsoft BI solutions, analytics, enterprise BI solution 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 best practices bi  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

Oco’s "Canned" BI Solutions: A New Way to Look at BI


Last week my peer, Russell Cooper and I completed a successful certification of Oco Software’s business intelligence (BI) solution. Oco was represented by Jacques Hebert, the senior technical business analyst and marketing representative. Oco's products are such that the client does not need to add support staff, because they deliver cost effective “out-of-the-box” or "canned

crm best practices bi   Read More

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

crm best practices bi  Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of Read More