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Software Functionality Revealed in Detail
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 crm integrated resource planning

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.

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Discrete Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today’s leading ERP systems group all traditional company management functions (finance, sales, manufacturing, and human resources). Many systems include, with varying degrees of acceptance and skill, solutions that were formerly considered peripheral such as product data management (PDM), warehouse management, manufacturing execution system (MES), and reporting. During the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The foundation of any ERP implementation must be a proper exercise of aligning customers'' IT technology with their business strategies, and subsequent software selection. 

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Documents related to » crm integrated resource planning

Services Resource Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business


Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) provides the basis of a system covering everything from initiation and planning to resource management, execution, and closing of projects and services.

Services- and project-based organizations make up a larger part of the business landscape today, as the economy has become more service- and project-driven in recent years. This project-driven service economy depends upon knowledge-worker productivity, and accurately predicting this productivity, including the time, skills, materials, and intellectual property that are required to produce favorable client outcomes, can help companies to succeed in a competitive landscape.

Whereas many companies still use standalone accounting, CRM, and PSA solutions that are not integrated, the new SRP applications in the cloud have emerged to remove those silos and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles.

crm integrated resource planning  Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource Read More

A Dynamic Answer to Enterprise Resource Planning for Services


Enterprise resource planning (ERP) vendors do battle to win business and Epicor is leveraging Microsoft's technology to deliver a mid-market solution to services industries. Despite Microsoft's competing ERP offering, Epicor continues to build a Microsoft-centric solution with its partners' support.

crm integrated resource planning  the customer relationship management (CRM) and project modules, together with new capabilities in account management. To better serve the upper mid-market in the services industry, Epicor has tuned performance in a number of key areas. Over the course of 2007, Epicor is planning on delivering new capabilities in resource management, multisite, and collaboration in order to better meet the demands of mid-market services organizations with multiple locations. Epicor has overhauled its resource management Read More

Classic Enterprise Resource Planning Solution Shifts Over


About two-thirds of SoftBrands' revenue comes from its manufacturing division, which includes the Classic Fourth Shift solution and Fourth Shift Edition for SAP Business One, the result of a joint initiative to integrate Fourth Shift functionality with SAP Business One.

crm integrated resource planning  training), customer relationship management (CRM), advanced planning and scheduling (APS), and supplier relationship management (SRM). Producing approximately 65 percent of its revenue, the Fourth Shift product remains a major breadwinner for the SoftBrands Manufacturing division. It is a Web-enabled product for different manufacturing mid-markets that is available in seventeen languages. More than 4,000 systems have been sold to over 1,500 customers in 60 different countries. Classic Fourth Shift users Read More

Extended Enterprise Resource Planning Vendor Shows Its Lean Side


About two-thirds of SoftBrands' revenue comes from its manufacturing division, which includes evolution, a platform neutral, extended enterprise resource planning product, and DemandStream for lean automation.

crm integrated resource planning  integrated customer relationship management (CRM) and human resources (HR) applications, electronic data interchange (EDI) support, and shop floor data collection, and the suite is Web-enabled with a universal look-and-feel browser-based interface that covers the entire functionality. In contrast to Fourth Shift, which is a complete software system sold in a standardized form, evolution is designed to allow customers to customize the system to their own unique operations. In particular, with a wide range Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

crm integrated resource planning  delivering solid back-office and CRM capabilities, Oracle is worth considering for SMB organizations in the services sector. From a SaaS point of view, Oracle has a well developed on demand program to host its ERP applications. However, Oracle has not yet fully embraced the SaaS model, and the vendors clients are still required to purchase licenses and maintenance for its applications. Conclusion In todays marketplace, the SaaS model has empowered the smallest S in SMB to benefit from ERP technology. Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

crm integrated resource planning  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm integrated resource planning  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm integrated resource planning  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

CRM and Technological Solutions: Be the Customer


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Access Commerce Spices Up North American CRM Fray


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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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crm integrated resource planning  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

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crm integrated resource planning  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More