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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 introduction to salesforce

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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm introduction to salesforce  Success CASE STUDY: Altium CRM Essential 8: A Broad Community CASE STUDY: Successforce.com Conclusion Introduction It s no secret that winning and retaining customers is the key to business growth and success. But that s no small feat given the dynamic and ever-increasing customer demands that companies face today, as well as the difficulty of implementing and enforcing processes to effectively support your interactions with prospects, customers, and partners. Fortunately, there are dozens of technology Read More

Social ERP Emerges, Transforms the Way People Work (Part 2)


In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the benefits of social media in ERP, social capabilities and features, and also pointed out that user adoption and corporate governance must be considered when rolling out these tools. This second post provides an in-depth look at the different approaches major ERP vendors have taken to integrate social capabilities into their ERP systems and provides some tips for users looking for a social ERP system.

crm introduction to salesforce  rolled into the Dynamics CRM product to provide a complete set of social capabilities. Microsoft also entered into an alliance with InsideView, which provides social intelligence capabilities. Microsoft provides social networking integrations with its ERP solutions (Dynamics AX, Dynamics Nav, and Dynamics GP); however, like Oracle, it has not clearly defined how these social assets will be rolled into the ERP solutions.   Infor —Infor made huge strides across all of its major ERP systems with the Read More

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

crm introduction to salesforce  Sales Force Performance | CRM Introduction to Salesforce | CRM Backdrop Salesforce | CRM Sales Force Automation | CRM Sales Force Management | CRM Sales Processing and Tracking | CRM Strategies Associated with Sales | CRM Software for Sales Force Automation | Sales Force CRM | Leader in Software-as-a-Service CRM | Sales Force Search CRM | Considering Sales-Force CRM | Salesforce Reporting CRM | Buying Salesforce CRM | Sales Effectiveness CRM | Sales Strategy Productivity CRM | Salesforce Search Read More

Maximizer CRM Version 11 Highlights


Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product (3.0, launched in 1996, one year after the acquisition of

crm introduction to salesforce  CRM Version 11 Highlights Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product ( 3.0 , launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “ a Read More

Salesforce.com Wants to Help You Transition to a Customer Company


Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud software company had an amazing transition over the years—once dismissed as a fad-like niche sales force automation (SFA) vendor with glorified contact management capabilities, salesforce.com is now a $3 billion (USD) enterprise software

crm introduction to salesforce  than a commoditized cloud CRM provider. In addition, the company’s AppExchange marketplace currently features over 1,700 solutions that have had 1.6 million installs and have contributed $700 million (USD) in total revenue to salesforce.com’s partner ecosystem. Reportedly, 70 percent of the Fortune 100 companies have installed an app from the marketplace. But what other functional realms will the company have to tackle to remain ahead of the curve and the larger “old school” competitors (that Read More

The C-Suite's Guide to Moving to Google Apps


Google Apps can help improve your business, but it’s important for the C-Suite to prepare for the switch by developing an implementation strategy before the actual switch to Google Apps occurs.

This white paper provides answers for the common questions that may arise before you make the change to Google Apps, and addresses specific areas of concern that each member of the C-Suite might have before and during the system changeover. Learn how to deal with potential issues such as access and security controls, recurring costs, how software as a service (SaaS) functions, and how browser-based access will allow for easier telecommuting. Read in depth about how Google Apps will help your organization with compliance, archiving, document management, and what updates for data sharing and terms of service operations really mean for your business.

Each of the CIO, CFO, CLO, and COO members of the C-Suite may have their own concerns, specific to their areas of expertise. These are addressed as well. Potential and projected overall benefits to each member of the C-Suite as a result of Google Apps implementation are also highlighted. Read this Google Apps white paper as the first step to facilitating a smooth transition. With the development of a strategy across the C-Suite, you’ll maximize the benefits of Google Apps for your entire organization.

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CMS Is to Content as SOA Is to Enterprise Applications


There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to loosely couple service and functions, to being able to combine services into a new form, SOA and CMS share many common threads in the enterprise world. Find out how the forces that have made SOA so important today are now doing the same for CMS in web site management.

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The Trap of Accountancy Systems; When to Move on to ERP


The differences between ERP and accountancy solutions are huge. Accountancy solutions help with financial management and statutory reporting, but do little to streamline or control operational activities.

crm introduction to salesforce  Trap of Accountancy Systems; When to Move on to ERP Introduction For some entrepreneurial companies in the tornado of fast growth, staying with an accountancy system while the business expands is a quick fix that can cause long-term damage. Those companies may find that a system furnished by a vendor of accountancy systems retards growth—particularly in the case of manufacturing companies. Rather, manufacturing companies should implement an enterprise resource planning (ERP) system as soon as their Read More

Ways to Migrate Windows Applications to UNIX/Linux


Migration can be risky and expensive if handled by inexperienced developers. Seemingly small things can lead to bigger issues and cause performance problems. Hence, the services of a professional migration service provider who has executed similar projects is recommended. Learn about the different ways you can completely migrate from Windows to UNIX and Linux, so that you can make an intelligent, informed decision.

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Lynx to Donate Advanced Messaging to Linux Open-Source Community


Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating system gains in popularity.

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Microsoft to Add "Encore" Functionality to MBS Great Plains 8.0 Part One: Event Summary


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3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance


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Top 10 Reasons to Take Your Field Service to the Cloud


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