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 crm implementation whitepapers bi


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

crm implementation whitepapers bi  also known as : CRM Implementation Process , CRM Consulting Companies , CRM Implementation Best Practices , CRM Implementation Consultant , CRM Implementation Cost , CRM Implementation Costs , CRM Implementation Failure , CRM Implementation , CRM Implementation Guide , CRM Implementation Issues , CRM Implementation Methodology , CRM Implementation Plan , CRM Implementation Process , CRM Implementation Project , CRM Implementation Project Plan , CRM Implementation Services , CRM Implementation Steps , CRM

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

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Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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Business Intelligence (BI) RFI / RFP Template

Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements  

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Documents related to » crm implementation whitepapers bi

Why BI Is Ripe Now for Businesses of Any Size


Businesses of all sizes need real insight into operations and customers—to do their planning, forecasting, modeling, and adjusting based on data that’s current, accurate, and accessible. This is at the core of today’s expanding business intelligence (BI) and enterprise performance management (EPM) markets. Find out more about how BI software or an EMP solution can help you improve your financial analysis and reporting.

crm implementation whitepapers bi  In addition, the Oracle CRM system enables the company to view deals in all phases of their development and to build out financial reports and dashboards that are tied directly into sales and marketing. As for BI and EPM solutions for customers, Collison points to the dynamic reporting of research results - and the ability for customers to generate their own reports - as well as the improved availability of data and the enhanced presentation of data. The visual benefits sell themselves, Collison says. Read More

Case Study: Britax




crm implementation whitepapers bi  These included Microsoft Dynamics CRM Services to improve customer management, Microsoft® Exchange Server 2007 for email, Microsoft Office SharePoint® Server for reporting and document collaboration, and Microsoft SQL Server® 2005 with Reporting Services and Analysis Services for database management. The company also integrated a third-party product, RF-Smart, which is a Microsoftapproved RF Warehouse management application. The implementation started in June 2008 and was delivered on budget at the Read More

Achieving Business Intelligence (BI) in Midsize Companies


Like many of today’s IT decision makers, you may be considering a business intelligence (BI) solution for your midsize company. But how do you go about adding BI without disrupting your company? Without breaking the bank? Without having to add staff members with specialties you’ve never even heard of before? This paper helps answer those questions, with practical advice for bringing BI into your midsize company.

crm implementation whitepapers bi  systems. Customer relationship management (CRM) systems. Enterprise resource planning (ERP) systems. Asset tracking systems. Heck, just filing an expense report in a big company can be like trying to pass a bill in Congress— everything is complicated. To a large degree, big companies can't avoid that complexity. They're subject to a lot of legal scrutiny, for one thing. Microsoft, for example, has to be very cautious about how its various business units interact, simply because they're almost Read More

Financial Analysis Clears the “Profit Haze”


Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward future growth. Learn how financial analysis solutions enhance the value of your existing business support systems, and distill enterprise-wide information to answer the question: How can we increase revenue, maximize profits, and increase our competitive advantage?

crm implementation whitepapers bi  include customer relationship management (CRM) , supply chain management (SCM) , and enterprise resource planning (ERP) . The path to creating these applications is well trodden: gather business requirements, translate the business requirements into functional requirements, design and build the solution, test the solution, and deploy it. Success in these projects is defined by on-time, on-budget delivery of the originally specified solution. A change in requirements partway through the project, Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm implementation whitepapers bi  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm implementation whitepapers bi  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

crm implementation whitepapers bi  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share 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 whitepapers bi  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

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm implementation whitepapers bi  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More

Best Practices for a BI and Analytics Strategy


A growing number of organizations are moving toward having more pervasive business intelligence (BI) by turning to evidence-based decision making supported by a range of BI and analytics technology and processes that enable decision makers to have the best possible intelligence about customers, finances, operations, suppliers, and the market. This white paper addresses several questions that BI customers are facing.

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Maximizer 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 whitepapers bi  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

Four Ways to Botch Your ERP Implementation Process


Here are four worst practices that can contribute to the failure of an enterprise resource planning implementation—or the implementation of any other enterprise software, for that matter. Protect your investment and prevent disaster by steering clear of these major mistakes.

crm implementation whitepapers bi  Ways to Botch Your ERP Implementation Process Originally published – February 13th, 2008 In the process of implementing an enterprise application suite like enterprise resource planning (ERP) or enterprise asset management (EAM), an almost infinite number of things can go wrong. A successful implementation depends not only on selection of the correct application, but on the quality of the communication between you and your application vendor or implementation consultant. Some of the more disastrous Read More

Agiline 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 whitepapers bi  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 Read More

SMB Team On-Demand CRM Comparison Guide


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

crm implementation whitepapers bi  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More