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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 tools


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

crm implementation tools  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

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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

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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Documents related to » crm implementation tools

10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

crm implementation tools  Steps to a Successful CRM Implementation 10 Steps to a Successful CRM Implementation If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software is a leading provider of customer relationship management (CRM) solutions for mid-market companies. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Read More

SAP Finds CRM Partner for Marketing Tools


On December 6, SAP revealed it had entered into a partnership with Recognition Systems Group of the United Kingdom to add marketing-planning and campaign-management features to its customer-relationship management suite.

crm implementation tools  Finds CRM Partner for Marketing Tools Event Summary On December 6, SAP revealed it had entered into a partnership with Recognition Systems Group of the United Kingdom to add marketing planning and campaign-management features to its customer-relationship management suite. SAP and Recognition Systems have agreed to jointly develop integration between SAP's enterprise resource planning and data warehouse packages and Recognition's Protagon suite, which offers customer-segmentation tools to help marketing Read More

A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

crm implementation tools  Sales Process Guide | CRM Sales Process Implementation | CRM Sales Process Improvement | CRM Sales Process Management | CRM Sales Process Management Software | CRM Sales Process Methodology | CRM Sales Process Model | CRM Sales Process Planning | CRM Sales Process Presentation | CRM Sales Process Review | CRM Sales Process Solutions | CRM Sales Process Strategy | CRM Sales Process System | CRM Sales Process Templates | CRM Sales Process Tools | CRM Sales Processing | CRM Based Sales Process | CRM Best Read More

Difficult Conversations: Positioning Your CEO in a CRM Implementation Part One: Sources of Misconception and Faulty Assumptions


For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing role in the process. The project implementer must be aware of common CRM misconceptions, and communicate the nature of CRM to c-level management.

crm implementation tools  Your CEO in a CRM Implementation Part One: Sources of Misconception and Faulty Assumptions Few experienced customer relationship management (CRM) professionals would argue that the chief executive officer (CEO) doesn't play a key role in the successful deployment of an enterprise-wide CRM project. However, the CEO is often not the lightning rod for a CRM initiative and may not know his or her ongoing role in the process; therefore, it is essential that someone accurately communicate the nature of CRM to Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm implementation tools  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

Choosing the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation


The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success.

crm implementation tools  the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success. 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 tools  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 inte Read More

Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

crm implementation tools  and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts. Read More

Microsoft Dynamics CRM Getting Rounded Out


With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report.

crm implementation tools  Dynamics CRM Getting Rounded Out With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report. Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

crm implementation tools  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

YOur CRM Solution in Our 2011 CRM Buyer's Guide


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crm implementation tools  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

NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm implementation tools  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Ensuring a Successful PLM Implementation


If you’ve ever been involved in an enterprise software implementation, you already know how challenging it can be to get it done on time and under budget. With literally thousands of technical details to keep track of, there are plenty of opportunities for things to go wrong. In the case of product lifecycle management (PLM) solutions, enterprise implementations can be even tougher. Find out how to get it done right.

crm implementation tools  a Successful PLM Implementation If you’ve ever been involved in an enterprise software implementation, you already know how challenging it can be to get it done on time and under budget. With literally thousands of technical details to keep track of, there are plenty of opportunities for things to go wrong. In the case of product lifecycle management (PLM) solutions, enterprise implementations can be even tougher. Find out how to get it done right. Read More

Rapid Implementation Methodology


It's a sad but well-known fact that many software implementation projects run out of time and money. Certain crucial activities tend to have striking effects on the cost of an implementation. But it's possible to stick to plans and budgets, provided that you do the right things and avoid the traps. Discover which parts of a software implementation are worth spending extra money on in order to minimize risk and cost.

crm implementation tools  Implementation Methodology CDC Supply Chain software solutions are specifically architected for multi-enterprise, multi-channel, multi-language, and multi-currency order environments. We support end-to-end processes for distribution companies, from customer collaboration and eCommerce to global inventory management and supply-chain execution, all united by our Collaborative Services Framework for process integration and user interaction. Source: CDC Software Resources Related to Rapid Read More