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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.
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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

Marquee Vendors Partner for Deepening Inherent CRM and BI Links


Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation of marketing automation (MA) has been stunted by slow markets, and pessimistic investors. Vendors in CRM and BI are building alliances in order to gain market share and illustrate the value of MA.

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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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Best Business Intelligence (BI) Practices to Transform Your Data into Information


Organizations often implement enterprise applications such as ERP and CRM for business process execution but sometimes fail to address the key enterprise asset: data. In the current economic environment, enterprises that fail to capitalize on their data assets jeopardize their cost structures and their earnings potential. It is therefore vital for organizations to leverage their data assets to measure their business performance and identify the weak spots in need of strategic improvement to scale their business to new heights. This white paper describes the best business intelligence (BI) practices to be adopted in leveraging the organization’s key assets for a dynamic business transformation.

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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.

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BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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Microsoft Releases New Version of Power BI, Improves BI in the Cloud


Microsoft recently released a new version of Power BI, bringing improvements in functionality, as well as analytics services for non-technical users. TEC BI analyst Jorge García reviews the major changes to Power BI, including connection to new data sources and new visualization and analysis capabilities, and Microsoft's approach to providing a complete data platform for its customers. Get the details in Jorge's article.

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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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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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