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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 business applications specialist

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 business applications specialist

Overcoming the Barriers of Stand-alone Business Applications


Small to medium businesses (SMBs) like yours are the lifeblood of the economy. However, you may feel you need an operational boost—one that transforms your enterprise into a customer-focused business with the ability for future growth. An integrated suite of applications can give your business processes the depth and flexibility to achieve what a collection of stand-alone applications cannot.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm business applications specialist  Responsible Software Selection | CRM Business Software Selection | CRM Software Selection Guide | CRM Software Selection Tool | CRM Software Selection Website | CRM Maintenance Software Selection | CRM Software Selection Advice | CRM Software Vendor Selection | CRM Software Selection Checklist | CRM Software Selection Requirements | CRM Software Systems Selection | CRM Software Selection Information | CRM Powerful Software Selection | CRM Accounting Software Selection | CRM Successful Software Selection Read More

Business Intelligence: 5 Things to Watch for in 2010


Business intelligence (BI) efforts can only result in a truly intelligent, agile business if they are driven by business goals—comprehensively deployed and adopted; and managed in ways that produce meaningful, measurable and credible results. Discover five BI trends to watch out for in 2010, and learn how to develop an approach to BI that’s effective, and tailored to your organization’s unique needs and goals.

crm business applications specialist  , BI Information , CRM Business Intelligence , Business Intelligence Support Decision Making , Adoption of BI , Business Intelligence Function , Success with BI in 2010 , Business Intelligence Recommendations , BI Applications . Introduction Business intelligence (BI) solutions will continue to multiply in 2010. Smaller, newer vendors will merge with or be acquired by larger software companies. And users will continue to try to figure out how best to leverage BI to turn their organization into truly Read More

Trends in Delivery and Pricing Models for Enterprise Applications: Pricing Options


The licensing and delivery of enterprise software products is undergoing a fundamental shift from traditional up-front fees to incremental, per-transaction, and even success-based pricing.

crm business applications specialist  or customer relationship management (CRM). While smaller companies may be able to afford the necessary hardware, these systems are often too expensive and intricate for small companies to govern. They cannot handle the IT staff and infrastructure required to support such major enterprise application. Consequently, recent moves by the most prominent market players may be another sign of enterprise applications evolving into software as a service and related hosted/managed models. The market may be Read More

TEC Talks to the Open For Business ProjectFree and Open Source Software Business ModelsPart One: OFBiz


In conversation with the Open For Business (OFBiz) project leader, David Jones, TEC discovers some of the challenges in raising an open source enterprise software solution. Mr. Jones explains his vision in this first part of three articles on maintaining a business centered around Free and open source software for the enterprise.

crm business applications specialist  www.compiere.org ) ERP and CRM solution. Compiere, like OFBiz, is an open source project. Compiere runs on a combination of open source and proprietary platforms. This concludes Part One of a three-part series. Part Two is based on a discussion with the CEO of OpenMFG, Edward L. Lilly, Jr. and Part Three is based on a discussion with the Compiere project leader, Jorg Janke. Part One—OFBiz The Open For Business (OFBiz) project began in May 2001, and project leaders, David Jones and Andy Zeneski, have Read More

Business Impact Management-Measuring the Financial and Business Impact from Process to Packet


There is a considerable need to understand how technical performance and the problems within the technical infrastructure impact the capabilities of the business itself. The majority of companies can only measure specific asset and application performance, whereas many issues within the infrastructure lie at the transport level, where packet switching can present both great opportunities and major issues.

crm business applications specialist  Impact Management-Measuring the Financial and Business Impact from Process to Packet There is a considerable need to understand how technical performance and the problems within the technical infrastructure impact the capabilities of the business itself. The majority of companies can only measure specific asset and application performance, whereas many issues within the infrastructure lie at the transport level, where packet switching can present both great opportunities and major issues. Read More

SAP BusinessObjects Edge Business Intelligence: Business Performance Management Competitor Analysis Report


Business performance management (BPM) enables organizations to translate strategies into plans, monitor execution, and provide insight needed to manage and improve financial and operational performance. This knowledge base covers scorecards, dashboards, business activity monitoring, and more.

crm business applications specialist  BusinessObjects Edge Business Intelligence: Business Performance Management Competitor Analysis Report Business performance management (BPM) enables organizations to translate strategies into plans, monitor execution, and provide insight needed to manage and improve financial and operational performance. This knowledge base covers scorecards, dashboards, business activity monitoring, and more. Read More

Business Intelligence in SAP Business All-in-One: Improve Transparency and Agility


Business intelligence (BI) functionality can help your company gains visibility, insight, operational alignment, and accountability to increase revenue, margins, and liquidity; streamline processes; improve agility; and become a best-run business. Find out more in this report about a preconfigured solution.

crm business applications specialist  Intelligence in SAP Business All-in-One: Improve Transparency and Agility Business intelligence (BI) functionality can help your company gains visibility, insight, operational alignment, and accountability to increase revenue, margins, and liquidity; streamline processes; improve agility; and become a best-run business. Find out more in this report about a preconfigured solution. Read More

Keeping Cash Flow in Focus While Driving Business Performance


One of the most basic business axioms, held dear by all firms but especially small companies, is that cash flow is king. Customer payments are essential for fueling all other business activity, from staff salaries, to raw materials, to rent. Growing firms need to be especially attentive to cash flow because sales increases typically require new investments associated with product or service production before payments are received. Learn more now.

crm business applications specialist  Cash Flow in Focus While Driving Business Performance One of the most basic business axioms, held dear by all firms but especially small companies, is that cash flow is king. Customer payments are essential for fueling all other business activity, from staff salaries, to raw materials, to rent. Growing firms need to be especially attentive to cash flow because sales increases typically require new investments associated with product or service production before payments are received. Learn more Read More

Using Data Analytics to Transform Your Business Processes and Your Business


Implementation of data-driven analytic platforms is quickly becoming the new business normal. New analytic tools are allowing organizations to improve the performance of routine tasks and procedures based on real-time, high-quality information, resulting in vastly improved operational and financial decision making. Dundas Data Visualization is a dashboard solution that can help your business increase compliance and improve efficiency by transforming raw data into visual information. Visualizing your organization’s data can give you a clearer understanding of what’s really happening in your organization, and help to identifying potential challenges. The adoption of Dundas Data Visualization dashboard solutions can help your business perform far above others in your field.

In this white paper, learn about what data analytics are, and how, in conjunction with up-to-the-minute information and access to great visualization tools, you can use them to your best business advantage. Dundas Data Visualization provides a detailed set of four key factors to help you develop better insight through advanced analytics: defining of business objectives, aligning stakeholders on business challenges, identifying meaningful metrics for better success, and putting insight to work by utilizing visual tools for more rapid understanding of concepts. Read tips on how to establish the definitions of success for your company through the development of a data discovery framework to harness the full potential of your data. Learn why it’s crucial to develop a system of support for and management of data analytics within your organization before adoption takes place, and why simply visualizing information can help with the adoption of new data analytics tools.

crm business applications specialist  Data Analytics to Transform Your Business Processes and Your Business Implementation of data-driven analytic platforms is quickly becoming the new business normal. New analytic tools are allowing organizations to improve the performance of routine tasks and procedures based on real-time, high-quality information, resulting in vastly improved operational and financial decision making. Dundas Data Visualization is a dashboard solution that can help your business increase compliance and improve 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 business applications specialist  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

Business Process Management in Free and Open Source: An Overview of the Demand and the Supply


Free and open source software (FOSS) has become a hot topic in the business process management (BPM) market. This article discusses the relevance between BPM and FOSS, and makes suggestions for BPM seekers that prefer FOSS.

crm business applications specialist  Process Management in Free and Open Source: An Overview of the Demand and the Supply A while ago, I wrote a product note about Aras Innovator , the only enterprise open source solution available on the product lifecycle management (PLM) market. After that, my interest in free and open source software (FOSS) did not fade but I changed my focus to another category of enterprise software— business process management (BPM). This time, I was able to find more than one BPM solution that’s offered Read More

W4 BUSINESS FIRST 8.5 for Business Process Management Certification Report


W4 BUSINESS FIRST 8.5 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm business applications specialist  BUSINESS FIRST 8.5 for Business Process Management Certification Report W4 BUSINESS FIRST 8.5 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm business applications specialist  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

Unit4 Business World


Unit4 Business World (formerly UNIT4 Agresso), a role-based, Web services, and service-oriented architecture (SOA) solution, includes financial management, procurement management, human resources (HR) and payroll, project costing and billing, reporting and analytics, and business process automation solutions. The solution provides tight coupling of data management (information warehouse), process modeling (business processes), and information delivery (reporting and analytics), which means that changes made to an organization’s data or business processes are reflected throughout the solution.

crm business applications specialist  Business World UNIT4 Business World, a role-based, Web services, and service-oriented architecture (SOA) solution, includes financial management, procurement management, human resources (HR) and payroll, project costing and billing, reporting and analytics, and business process automation solutions. The solution provides tight coupling of data management (information warehouse), process modeling (business processes), and information delivery (reporting and analytics), which means that changes made to Read More