X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm data online


Case Study: Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-sell Opportunities
Real estate firm The Norris Group was holding ten years of customer history with an online e-mail marketing vendor. Costly errors, data loss, and the lack of

crm data online  Firm Adopts Microsoft Dynamics CRM Online to Drive Up-sell Opportunities Real estate firm The Norris Group was holding ten years of customer history with an online e-mail marketing vendor. Costly errors, data loss, and the lack of vital features convinced the firm to find a new solution that would store data and make it available whenever needed. Find out how the new online solution safeguards, analyzes, and shares customer data with employees, while easing the IT administrative burden.

Read More


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.  

Evaluate Now

Documents related to » crm data online

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 data online  final choice for the CRM system that is still to be implemented. The salesman has since left the company.   SalesLogix (Datex Corp.) C Notes Third-party vendor offered comfortable sales pitch, without being pushy and without pressure (though I wasn't thrilled with the product) Feedback I gave the salesman after the first demo led to an adjustment in the graphical user interface. Went with Datex Corporations WMS solution.   Oracle (Siebel) D+ Notes Salesman is friendly but got a bit pushier as the Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm data online  Customer Relationship Management | CRM Data | CRM Definition | CRM Demo | CRM Development | CRM Download | CRM ERP | CRM Essential | CRM Essentials | CRM Essentials Executive | CRM Essentials Executive Guide | CRM Evaluation | CRM Failure | CRM Features | CRM Forum | CRM Framework | CRM Function | CRM Functionality | CRM Functions | CRM Goals | CRM Implementation | CRM Industry | CRM Information | CRM Information Systems | CRM Information Technology | CRM Infrastructure | CRM Initiative | CRM Initiatives Read More

Data, Data Everywhere: A Special Report on Managing Information


The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and extract useful information, is harder still. Even so, this data deluge has great potential for good—as long as consumers, companies, and governments make the right choices about when to restrict the flow of data, and when to encourage it. Find out more.

crm data online  Management White Paper | CRM Data Management | Real Data Management | Safety Data Management | Data Management Consultant | Remote Data Management | Provider Data Management | Automated Data Management | Data Management Vendors | Data Management Guide | Data Management Best Practices | Data Management Methodology | Data Management Roles | Data Management Goal | Data Center Management Best Practices | Business Intelligence Data | Managing Information Report | Managing Information White Paper | Data Read More

Connecting Your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization


When businesses commit to implementing customer relationship management (CRM), they commit to realigning their entire organizations around the customer. More specifically, they commit to collecting the right data—and using it the right way at the right time. But if you’re the manager championing CRM in your organization, how do you create the CRM buzz and obtain executive buy-in?

crm data online  on Datadriven Campaigns | CRM Data Driven | CRM Data-driven Programming | CRM Doing Data-driven | CRM Data-driven Decision | CRM Data Driven Gadget | CRM Community-driven Approach | CRM Database Driven | CRM Data-driven Decision Making | CRM Data-driven Apps | CRM Data Driven Discussions | CRM Data Driven Design | CRM Data Driven Websites | CRM Data Driven Web Pages | CRM Create Data-driven | CRM Data-driven Site | CRM Collecting Data | CRM Datadriven's Interface | CRM Online Data Drives | CRM Free Read More

Four Critical Success Factors to Cleansing Data


Quality data in the supply chain is essential in when information is automated and shared with internal and external customers. Dirty data is a huge impediment to businesses. In this article, learn about the four critical success factors to clean data: 1- scope, 2- team, 3- process, and 4- technology.

crm data online  Chain Data ERP | CRM Data | CRM Data Cleansing | CRM Consumer Data | CRM Precise Data Cleansing | CRM Data Quality | CRM Data Cleansing Tools | CRM Data Cleansing Solutions | CRM Accurate Data | CRM Source Data | CRM Data Warehousing | CRM Data Scrubbing | CRM Outsource Data Cleansing | CRM Data Bureau Services | CRM Data Cleansing Software | CRM Data Transformation | CRM Consumer Database Cleaning | CRM Cleansing Data Warehouse | CRM Data Cleansing Services | CRM Data Discovery | CRM Data Profiling | Read More

Data Quality Strategy: A Step-by-Step Approach


To realize the benefits of their investments in enterprise computing systems, organizations must have a detailed understanding of the quality of their data—how to clean it and how to keep it clean. Those organizations that approach this issue strategically will be successful. But what goes into a data quality strategy? This paper from Business Objects, an SAP company, explores the strategy in the context of data quality.

crm data online  Quality Strategy: A Step-by-Step Approach To realize the benefits of their investments in enterprise computing systems, organizations must have a detailed understanding of the quality of their data—how to clean it and how to keep it clean. Those organizations that approach this issue strategically will be successful. But what goes into a data quality strategy? This paper from Business Objects, an SAP company, explores the strategy in the context of data quality. Read More

Making Big Data Actionable: How Data Visualization and Other Tools Change the Game


To make big data actionable and profitable, firms must find ways to leverage their data. One option is to adopt powerful visualization tools. Through visualization, organizations can find and communicate new insights more easily. Learn how to make big data more actionable by using compelling data visualization tools and techniques.

crm data online  Big Data Actionable: How Data Visualization and Other Tools Change the Game To make big data actionable and profitable, firms must find ways to leverage their data. One option is to adopt powerful visualization tools. Through visualization, organizations can find and communicate new insights more easily. Learn how to make big data more actionable by using compelling data visualization tools and techniques. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm data online  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Data Quality: Cost or Profit?


Data quality has direct consequences on a company's bottom-line and its customer relationship management (CRM) strategy. Looking beyond general approaches and company policies that set expectations and establish data management procedures, we will explore applications and tools that help reduce the negative impact of poor data quality. Some CRM application providers like Interface Software have definitely taken data quality seriously and are contributing to solving some data quality issues.

crm data online  on a CRM objective. CRM is prone to more corrupt data than any other enterprise applications. Traditional back-office systems require a limited number of individuals to process data, whereas in CRM, almost everyone in an organization interacts with parts of the application. As a result, the probability of processing bad data increases. Ultimately, quality data is the foundation of successful CRM implementation and accurate customer intelligence. Past experience and research show that 50 to 70 percent of Read More

Governance from the Ground Up: Launching Your Data Governance Initiative


Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys.

crm data online  from the Ground Up: Launching Your Data Governance Initiative Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys. Read More

Overall Approach to Data Quality ROI


Data quality is an elusive subject that can defy measurement and yet be critical enough to derail any single IT project, strategic initiative, or even a company. Of the many benefits that can accrue from improving the data quality of an organization, companies must choose which to measure and how to get the return on investment (ROI)—in hard dollars. Read this paper to garner an overall approach to data quality ROI.

crm data online  Approach to Data Quality ROI Data quality is an elusive subject that can defy measurement and yet be critical enough to derail any single IT project, strategic initiative, or even a company. Of the many benefits that can accrue from improving the data quality of an organization, companies must choose which to measure and how to get the return on investment (ROI)—in hard dollars. Read this paper to garner an overall approach to data quality ROI. Read More

Demystifying Data Science as a Service (DaaS)


With advancements in technology, data science capability and competence is becoming a minimum entry requirement in areas which have not traditionally been thought of as data-focused industries. As more companies perceive the significance of real-time data capture and analysis, data as a service will become the next big thing. India is now the third largest internet user after China and the U.S., and the Indian economy has been growing rapidly. Read this white paper to find out more about how data SaaS is set to become a vital part of business intelligence and analytics, and how India will play a role in this trend.

crm data online  Data Science as a Service (DaaS) With advancements in technology, data science capability and competence is becoming a minimum entry requirement in areas which have not traditionally been thought of as data-focused industries. As more companies perceive the significance of real-time data capture and analysis, data as a service will become the next big thing. India is now the third largest internet user after China and the U.S., and the Indian economy has been growing rapidly. Read this white Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm data online  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Metagenix Reverse Engineers Data Into Information


Metagenix’ MetaRecon reverse engineers metadata information by examining the raw data contained in the source(s) rather than depending on the data dictionaries of the existing legacy systems (which are often incorrect). Other unique Metagenix approaches include an "open book" policy, which includes publishing product price lists on their web site and complete access to company officials, including CEO and President Greg Leman. According to Mr. Leman, "we’re pathologically honest".

crm data online  Reverse Engineers Data Into Information Metagenix Reverse Engineers Data Into Information M. Reed - February 15, 2001 Event Summary Metagenix, Inc. has designed its flagship product, MetaRecon to, as they put it, Decipher Your Data Genome . The product reverse engineers all of the metadata ( data about data ) from data sources and generates information that is very helpful to developers in designing specifications for a new data store, and assists greatly in preparing for cleansing and Read More