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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 integration


The Benefits of CRM/ERP Integration
Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so

crm integration  ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored interview, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience.

Read More


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 integration

Importance of MS CRM 4.0 and MS Office Integration




crm integration  of MS CRM 4.0 and MS Office Integration Read More

Business Benefits to FSM-CRM-ERP Systems Integration


These days everything starts with the customer and his or her experience. From this perspective—of the customer experience—the service sector must ensure fluency in its operations so that the customer is satisfied and does not go to social media to publicly vent or complain. Certain industries such as manufacturing and services industries, such as utilities and insurance, are some of the most

crm integration  with both ERP and CRM systems from a customer data perspective is making sure that the data is clean (no duplications, no incompletes, etc.), coherent, and congruent. In addition, data must be readily accessed (latency as a result of integration should be minimal, for example) by a field service agent who is talking live with the customer. Having a comprehensive customer profile populated with information from all three systems (FSM, CRM, and ERP) can enhance the delivery of products and the services Read More

The Benefits of CRM/ERP Integration


Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so it’s no surprise that a lot of ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored podcast, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience.

crm integration  ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored podcast, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience. Read More

How to Avoid the Most Common Mistakes in CRM Integration


Customer relationship management (CRM) is being adopted by businesses worldwide. But the key question for many executives as they create their CRM strategy: how can they gain strategic advantage if their competitors are implementing these same CRM systems? The answer: through integration. Find out how leveraging your existing information assets can turn CRM from a tactical project into a key strategic initiative.

crm integration  Most Common Mistakes in CRM Integration Customer relationship management (CRM) is being adopted by businesses worldwide. But the key question for many executives as they create their CRM strategy: how can they gain strategic advantage if their competitors are implementing these same CRM systems? The answer: through integration. Find out how leveraging your existing information assets can turn CRM from a tactical project into a key strategic initiative. Read More

Saleslogix CRM Best Practices Guide


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

crm integration  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 Sal Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

crm integration  The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. 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 integration  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

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm integration  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

Dynamics 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 integration  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

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

crm integration  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

Understanding Integration in the SMB Market


Small and medium businesses (SMB) generally purchase integration solutions that conform to plans of their larger business partners. Their decisions are reactive, rather than proactive. Understanding the SMB market can help integration solution providers better understand SMB needs. This white paper addresses integration in the SMB market in two parts: the first deals with understanding the nature of the SMB market; the second deals with what SMB integration solutions should address.

crm integration  Integration in the SMB Market Small and medium businesses (SMB) generally purchase integration solutions that conform to plans of their larger business partners. Their decisions are reactive, rather than proactive. Understanding the SMB market can help integration solution providers better understand SMB needs. This white paper addresses integration in the SMB market in two parts: the first deals with understanding the nature of the SMB market; the second deals with what SMB integration Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm integration  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

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 integration  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

Enterprise Application Integration - the Latest Trend in Getting Value from Data


Enterprise Application Integration (EAI) is one of the hot-button issues in IT for the Year 2000. Information Week Research's survey of 300 technology managers showed nearly 75% of respondents said EAI is a planned project for their IT departments in the coming year. According to a survey conducted by Bank Boston, the market for EAI is expected to be $50 Billion USD by 2001. However, successful EAI requires a careful combination of a middleware framework, distributed object technologies, and custom consulting.

crm integration  Application Integration - the Latest Trend in Getting Value from Data Summary Enterprise Application Integration (EAI) is one of the hot-button issues in Information Technology in 2000. Information Week 's research survey of 300 technology managers showed nearly 75% of respondents said EAI is a planned project for their IT departments in the coming year. According to a study by Bank Boston, the market for EAI is expected to be $50 Billion USD by 2001. Successful EAI requires a careful Read More