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Software Functionality Revealed in Detail
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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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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm implementation methodologies sfa  guide management in understanding CRM implementation as a business strategy. Regardless of your assessment or implementation stage, making observations and addressing sensitive issues will help you see your ROI in your investment. This is part two of a two-part note. Part one discussed how to approach CRM as a business strategy. Part two described a points-based assessment approach as well as an interactive assessment to achieve this goal.   About the Author Glen S. Petersen is an internationally Read More

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.

crm implementation methodologies sfa  deployment of larger, on-premise CRM application, with long implementation timeframes. The Challenge from Innovative Hosting CRM Startups To that end, Salesforce.com has espoused a sort of a disruptive innovation and has rattled the CRM establishment with its hosted CRM solutions and appealing price and implementation advantages. Ease of use, intuitive UIs, broad but not terribly deep functionality that is rapidly deployable, and its low price tag are the latest values that SMBs worship and that Read More

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.

crm implementation methodologies sfa  training that accompanied the CRM implementation, while the training for the new BI application differed from both of the other efforts. In the realm of enterprise software training, point solutions are a problem. Not only are employees exposed to a constant stream of new technology applications, they are also forced to adapt to a wide range of software-training programs. That double layer of complexity greatly diminishes the likelihood that employees will fully leverage a new, or newly upgraded, Read More

Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

crm implementation methodologies sfa  fastest time for all CRM implementations according to the analyst firm Gartner . Similarly, the average payback period for a Sword Ciboodle implementation is 29 months, and Sword Ciboodle reduces the average handling time by an average of 23 percent, to within 3 months. Finally, Sword Ciboodle differs from other companies in that the flexibility and customizability of the implementations allows the company to easily integrate new channels, such as social media, into the customers’ offerings. TEC: Has Read More

CRM Testing Throughout Implementation


In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance testing involves three basic flavors: user acceptance, operational acceptance, and contractual acceptance. While it is not the only step involved when implementing a CRM system, testing is a fundamental way of finding information and will help you judge a system’s returns and pitfalls.

crm implementation methodologies sfa  needs to be meticulous. CRM systems with a global customer base may need twenty-four hour availability, and it may not be acceptable to cut yourself of from your customers while you change over. With either approach, you will need to consider what to do with new and changed data that arrives as you are migrating. You may be able to freeze data that is being migrated, but if you work with high rates of change (e.g., banking or telecoms), it may not be possible to hold new information back for much time Read More

YOur CRM Solution in Our 2011 CRM Buyer's Guide


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crm implementation methodologies sfa  CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software Read More

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.

crm implementation methodologies sfa  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 Read More

Implementation Tips from the Trenches


The successful and timely implementation of a new enterprise resource planning (ERP) solution is not a process to be taken lightly. A highly-skilled team of application specialists has gathered together in this whitepaper key advice and best practices for your implementation process. Learn how to keep your implementation on time and on budget from specialists who triumph every day on the implementation front lines.

crm implementation methodologies sfa  Tips from the Trenches The successful and timely implementation of a new enterprise resource planning (ERP) solution is not a process to be taken lightly. A highly-skilled team of application specialists has gathered together in this whitepaper key advice and best practices for your implementation process. Learn how to keep your implementation on time and on budget from specialists who triumph every day on the implementation front lines. Read More

Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

crm implementation methodologies sfa  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm implementation methodologies sfa  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

crm implementation methodologies sfa  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm implementation methodologies sfa  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

crm implementation methodologies sfa  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm implementation methodologies sfa  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More