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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 implementation methodologies sfa


Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

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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

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm implementation methodologies sfa

Comparison of ERP and CRM Markets' Life cycle Snapshots


Today's enterprise applications are required as a matter of course to address more than the processes taking place within the walls of an enterprise. Almost all traditional ERP vendors (small and big alike) had to experience a wake-up call and have long been trying to expand their product offering in tune with the ever-changing trends and requirements of the new collaborative economy. The need for providing a full, comprehensive CRM suite rather than an individual solution or a bundle of point solutions for each distinct CRM area remains firm, and will urge further market consolidation.

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Xchange Adds To The List Of CRM Point Solutions' Casualties Part Two: Market Impact & User Recommendations


Why has it been so difficult for CRM point solution providers to even find a white knight, which has not generally been the case with even ancient ERP products? Could it be that while the traditional introspective mind-set of ERP becomes history, its functionality remains critical and CRM is being absorbed into ERP solutions?

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Lilly Software - Product Enhancements Remain Its Order 'Du Jour' Part Two: Market Impact


Lilly continues to invest uncompromisingly in R&D, and consequently espouses a convincing broad but compact product portfolio for its target market.

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Plugging In the Universal Adapter


Implementing enterprise software solutions raises numerous obstacles, which can all be attributed to a single cause: users are unable to properly use the software. This is because users grapple with barrages of training methodologies and approaches for each new application. The solution may be a "universal adapter," a synchronized learning content development platform for a wide range of enterprise applications.

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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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Radio Frequency Identification Implementation: The First Steps


Phase one of the four phase approach to a successful radio frequency identification implementation consists of several essential steps, including the careful selection of business partners and the development of a test environment and corrective label placement procedures.

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Komatsu Employs “Mod Squad” For Logility Implementation


At the Connections 2000 Logility user conference in New Orleans, users recounted implementation stories. Few were as striking as that of the Komatsu’s DRP implementation modifications, a testament to human ingenuity.

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Avoid the 8 Deadly ERP Implementation Sins


In ERP systems: how to avoid the 8 implementation sins, find out how to avoid the 8 deadly sins that bring down ERP implementations every daytakin...

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Five Critical Points for ERP Implementation Success


Find out how your company can avoid ERP implementation problems inFive Critical Points for ERP Success*.

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Microsoft Dynamics NAV Rapid Implementation Methodology


The Microsoft Dynamics NAV Rapid Implementation Methodology (RIM) automates standard processes, speeds up implementation time, and drives the sharing of best practice knowledge and solutions between partners. But in order to understand how RIM can be used in an implementation project to get implementations up and running smoothly and quickly, it is important to understand the different components of RIM.

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