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Software Functionality Revealed in Detail
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 crm business process data

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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Business Process Management: How to Orchestrate Your Business


Business process management (BPM), having evolved over the past fifteen years, has finally reached a level of maturity where vendors are now abolishing functional silos to allow the enterprise-wide flow of business processes. It replaces the old, manual system of coordinating activities in a company and improves functionality and effectiveness through modeling, documentation, certification, collaboration, automation, and compliancy to minimize costly errors.

crm business process data  the information systems from CRM software. Five years later, business process integration (BPI) solutions, namely business process modeling, business-to-business (B2B) connectivity, and vertical industry process templates were built on top of these enterprise application integration (EAI) systems. Today, the market offers BPM solutions that incorporate both the EAI and BPI functionality in addition to functionality such as workflow, business activity monitoring, web services, rule engines, and portal Read More

CRM ROI: Creating a Business Case


Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation.

crm business process data  with smaller, more focused CRM solutions, targeting a specific sales or services business function or group of users. Over Budget and behind schedule According to CIO magazine , 49 percent of CRM projects are now targeted for completion in less than 12 months, and 70 percent within 18 months. Companies are significantly reducing project scope and implementing projects with tighter schedules and more reasonable budgets.(5) Poor user adoption Ease of use and training are essential for users to understand Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

crm business process data  and ROI: Building the CRM Business Case , on which this series of articles is based. He also offers a ROI calculator that helps companies build a business case for CRM. It is available at www.competitiveperformance.com . Petersen has a Bachelor''s and Master''s degree in Engineering, and an MBA from the University of Chicago. Read More

Business Process Outsourcing


Tata Consultancy Services offers a consulting-led, integrated portfolio of IT and IT-enabled services, including:   custom application development and management IT infrastructure services enterprise solutions for supply chain management (SCM), master data management (MDM), customer relationship management (CRM), and more business consulting business process outsourcing (BPO) business intelligence (BI) performance management engineering industrial services      

crm business process data  (MDM), customer relationship management (CRM), and more business consulting business process outsourcing (BPO) business intelligence (BI) performance management engineering industrial services Read More

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

crm business process data  legacy transformation, etc. A CRM Provider Too? While its customers are typically large companies in the financial services, healthcare and insurance markets, with SmartBPM Suite , Pega is also able to offer solutions to a broader range of companies and industries, such as telecommunications, government, life sciences, manufacturing, and travel services. Marquee customers here include Amgen , Advanced Micro Devices, Inc. (AMD ), General Electric Company (GE ), Ford Motor Company , Novartis Read More

Making Business Intelligence Easy: Agile Business Intelligence


There is a gap between traditional BI systems and modern business analytics and reporting needs, and agile BI can help bridge that gap. A methodology and technology that enables organizations to respond with flexibility and immediacy to changing reporting and analytics needs, demand for Agile BI is growing quickly. Read this white paper to find out why you need agile BI and how to use it to achieve agile development.

crm business process data  Business Intelligence Easy: Agile Business Intelligence There is a gap between traditional BI systems and modern business analytics and reporting needs, and agile BI can help bridge that gap. A methodology and technology that enables organizations to respond with flexibility and immediacy to changing reporting and analytics needs, demand for Agile BI is growing quickly. Read this white paper to find out why you need agile BI and how to use it to achieve agile development. Read More

Linked Enterprise Data: Data at the heart of the company


The data silos of today's business information systems (IS) applications, and the pressure from the current economic climate, globalization, and the Internet make it critical for companies to learn how to manage and extract value from their data. Linked enterprise data (LED) combines the benefits of business intelligence (BI), master data management (MDM), service-oriented architecture (SOA), and search engines to create links among existing data, break down data walls, provide an open, secure, and long-term technological environment, and reduce complexity—read this white paper to find out how.

crm business process data  Enterprise Data: Data at the heart of the company The data silos of today''s business information systems (IS) applications, and the pressure from the current economic climate, globalization, and the Internet make it critical for companies to learn how to manage and extract value from their data. Linked enterprise data (LED) combines the benefits of business intelligence (BI), master data management (MDM), service-oriented architecture (SOA), and search engines to create links among existing data, Read More

Big Data Comes of Age: Shifting to a Real-time Data Platform


New data sources are fueling innovation while stretching the limitations of traditional data management strategies and structures. Data warehouses are giving way to purpose-built platforms more capable of meeting the real-time needs of more demanding end users and the opportunities presented by big data. Read this white paper to learn more about the significant strategy shifts underway to transform traditional data ecosystems by creating a unified view of the data terrain necessary to support big data and the real-time needs of innovative companies.

crm business process data  big data,innovation,data management,data platforms,data ecosystems Read More

Business Process Analysis versus Business Process Management


Business process analysis (BPA) vendors are trying to enter the business process management (BPM) market by marketing themselves as BPM solutions. This article discusses the differences between BPA and BPM vendors, and examines the benefits of each.

crm business process data  Process Analysis versus Business Process Management Talking to end users reveals that there is confusion in the market regarding business process analysis (BPA) and business process management (BPM) suites. Vendors use the term BPM in a very broad way, but what are really the differences between BPA and BPM, and where does BPM come from? BPM in the Early Stages In the 1980s, organizations used business process redesign (BPR) to improve productivity, quality of service, and cost effectiveness by Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm business process data  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

MicroStrategy 9 for Business Intelligence Certification Report


MicroStrategy 9 is now TEC Certified for online evaluation of business intelligence (BI) solutions in the Business Intelligence (BI) 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 process data  9 for Business Intelligence Certification Report MicroStrategy 9 is now TEC Certified for online evaluation of business intelligence (BI) solutions in the Business Intelligence (BI) 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. Read More

A Road Map to Data Migration Success


Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project teams encounter some very specific management and technical challenges. Minimizing the risk of these tricky migrations requires effective planning and scoping. Read up on the issues unique to data migration projects, and find out how to best approach them.

crm business process data  business needs of the CRM application. A clear understanding of business needs also provides focus for the sizing estimates, data quality assessment, and test planning. Additionally, as unexpected data quality and gap analysis issues arise (and they will), knowing the business needs aids in identifying priorities for the project team. For example, if the customer age is not fully populated, or has inaccurate data (230 years old), the team can reference the known uses of that data to determine the extent Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

crm business process data  ERP & CRM Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, Read More

The Evolution of a Real-time Data Warehouse


Real-time data warehouses are common in some organizations. This article reviews the basic concepts of a real-time data warehouse and it will help you determine if your organization needs this type of IT solution.

crm business process data  systems such as ERPs, CRMs etc. is integration. A real-time data warehouse integrates data that flows from different sources to one single site. Consider a real-time data warehouse as an enterprise data warehouse—this repository will be accessible for all business units across the organization. Some Players in the Real-time Data Warehouse Field There are several vendors in the data warehouse space. Some are big and offer very robust solutions. Others vendors are innovative and offer very Read More

Top 10 Evaluation Criteria for Copy Data Management & Data Virtualization


Data virtualization is becoming more important, as industry-leading companies learn that it delivers accelerated IT projects at a reduced cost. With such a dynamic space, one must make sure that vendors will deliver on their promises. This white paper outlines 5 qualification questions to ask before and during the proof of concept (POC), and 5 things to test during the POC.

crm business process data  data management, data virtualization, proof of concept, POC, data center, provisioning, data security, copy data management, CDM Read More