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Software Functionality Revealed in Detail
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 crm business process lead

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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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

crm business process lead  discuss how to approach CRM as a business strategy. Part two will describe a points-based assessment approach as well as an interactive assessment to achieve this goal. In Search of a Definition Despite the fact that CRM has been part of the business vocabulary for seven or eight years now, the exact definition has eluded the industry since its inception. Some definitions have emphasized that CRM involves technology while other definitions balance this orientation with references to business strategy or Read More

The Wizardry of Business Process Management - Part 2


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 that post, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via a bit of humor and the metaphor of the classic “Wizard of Oz” movie. Namely, on March 23

crm business process lead  disjointed) customer relationship management (CRM) applications for financial services and health care, and was doing sort of OK. While those applications dealt with process issues, they were not BPM solutions per se . But the latest inflection point took place in 2004 when Pega rewrote its product suite yet again, this time with the idea of empowering both business users and IT staff to “Build for Change (BFC).” The idea behind this now trademarked slogan is that companies can deliver value  more Read More

CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise


Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the automation of business processes. SAP is an established leader in addressing the needs of large enterprises. Building on that performance and identified best practices, SAP built and launched SAP Business One. SAP Business One was designed to offer small and medium businesses the same business streamlining and efficiencies at a scale and scope appropriate to their needs. IDC recently interviewed a number of companies that have successfully deployed SAP Business One. The purpose of our interviews was to determine what impact the software had on their productivity and cost reduction.

crm business process lead  Streamline Business Processes | CRM Business Processes | CRM Automating Business Processes | CRM Business Development Processes | CRM Business Intelligence Process | CRM Business Planning Process | CRM Business Process Analysis | CRM Business Process Architecture | CRM Business Process Automation | CRM Business Process Change | CRM Business Process Data | CRM Business Process Definition | CRM Business Process Development | CRM Business Process Engineering | CRM Business Process Flow | CRM Business Read More

CPR on BPR: Long Live Business Process Reengineering Part 1: A Primer


Without sound business process analysis, design, and possible re-design or full-blown reengineering in place before you bring in technology, your CRM (or any IT) efforts are doomed to fail.

crm business process lead  bring in technology, your CRM (or any IT) efforts are doomed to fail. Key Ideas in BPR for the 2000''s  There are many key, sound ideas that originated in the foundation of the BPR movement of the 90''s and resonate with us in business today. Some of the key tenets include: Focus on Processes first, not People or Technology. Organize the company''s processes around value-adding processes (as previously defined). Eliminate as many non-value-adding activities as possible, including bureaucracy. Non-value 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 process lead  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

Advanced Business Analytics Enable Better Decisions in Banking


Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the use of analytics and business intelligence (BI) for improving decision making in the banking industry. It also examines the benefits of prebuilt analytic applications for achieving this objective across functions in a banking organization.

crm business process lead  Business Analytics Enable Better Decisions in Banking Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the use of analytics and business intelligence (BI) for improving decision making in the banking industry. It also examines the benefits of prebuilt analytic applications for achieving this objective across functions in a banking organization. Read More

ROI Case Study: IBM Business Analytics - Cincinnati Zoo


This case study recaps a nonprofit organization’s business challenges and the benefits it realized upon adopting a business intelligence (BI) solution. The organization needed to combine its data and improve its reporting capabilities for various data types. The BI solution significantly improved the decision-making capabilities of the organization’s executive team, mid-level managers, and employees.

crm business process lead  Case Study: IBM Business Analytics - Cincinnati Zoo This case study recaps a nonprofit organization’s business challenges and the benefits it realized upon adopting a business intelligence (BI) solution. The organization needed to combine its data and improve its reporting capabilities for various data types. The BI solution significantly improved the decision-making capabilities of the organization’s executive team, mid-level managers, and employees. Read More

2012 Business Outcomes Study Report: People Intelligence Driving Business Results


Globally and across industries there is an increased interest in the relationship between quantifiable data on talent and business results. Most businesses do capture talent data, and nearly half are making decisions based on that information. This report features several studies demonstrating how the people intelligence gained by organizations through assessment enables them to make better hiring and development decisions and improve business performance.

crm business process lead  Business Outcomes Study Report: People Intelligence Driving Business Results Globally and across industries there is an increased interest in the relationship between quantifiable data on talent and business results. Most businesses do capture talent data, and nearly half are making decisions based on that information. This report features several studies demonstrating how the people intelligence gained by organizations through assessment enables them to make better hiring and development decisions Read More

Driving SMB Efficiency with Business Intelligence


In the coming year, many companies will shift focus to business growth. However, continued economic volatility means that they will also need to keep costs in check to maintain healthy margins. Many small to medium businesses (SMBs) are investing in business intelligence (BI) solutions to assist with this effort. Find out what tools are necessary to provide BI and how a suite of BI tools can help SMBs improve efficiency.

crm business process lead  SMB Efficiency with Business Intelligence In the coming year, many companies will shift focus to business growth. However, continued economic volatility means that they will also need to keep costs in check to maintain healthy margins. Many small to medium businesses (SMBs) are investing in business intelligence (BI) solutions to assist with this effort. Find out what tools are necessary to provide BI and how a suite of BI tools can help SMBs improve efficiency. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm business process lead  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

The Five Styles of Business Intelligence: Industrial-strength Business Intelligence


If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a fundamental shortcoming in most BI tools today, as a single architecture cannot support the full range of BI functionality—leading to excessive costs, delays, and user dissatisfaction. Learn about a solution that covers the five different styles of BI functionality.

crm business process lead  Five Styles of Business Intelligence: Industrial-strength Business Intelligence If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a fundamental shortcoming in most BI tools today, as a single architecture cannot support the full range of BI functionality—leading to excessive costs, delays, and user dissatisfaction. Learn about a solution that covers the five different styles of BI functionality. Read More

SaaS Realities: Business Benefits for Small and Midsize Business


Software as a service (SaaS) is known for its relative speed to deployment and low up-front cost. Less well known are the business advantages of SaaS for enterprise resource planning (ERP) solutions, especially for small and midsized businesses. Learn how a fully integrated SaaS solution can help you improve your business operations, as well as better meet the challenges of growth, competition, and regulatory compliance.

crm business process lead  Realities: Business Benefits for Small and Midsize Business Software as a service (SaaS) is known for its relative speed to deployment and low up-front cost. Less well known are the business advantages of SaaS for enterprise resource planning (ERP) solutions, especially for small and midsized businesses. Learn how a fully integrated SaaS solution can help you improve your business operations, as well as better meet the challenges of growth, competition, and regulatory compliance. Read More

Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing 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.

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W4 BUSINESS FIRST 8.7 for Business Process Management Certification Report


W4 BUSINESS FIRST 8.7 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 process lead  BUSINESS FIRST 8.7 for Business Process Management Certification Report W4 BUSINESS FIRST 8.7 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