X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm make decision


How to Embrace CRM and Make it Succeed in Your Organization
Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including

crm make decision  to Embrace CRM and Make it Succeed in Your Organization How to Embrace CRM and Make it Succeed in Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. For the last 30 years we have been the leading player in supplying mid-market manufacturers and distributors with enterprise business applications. On a daily basis SYSPRO empowers thousands of users at over 14,000 installations in more than 60 countries. Source : Syspro

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 Software Evaluation Report

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

Evaluate Now

Documents related to » crm make decision

SaaS BI Tools: Better Decision Making for the Rest of Us


Conventional business intelligence (BI) tools are often not available to decision makers and are typically designed for use by trained business analysts. Learn about software-as-a-service (SaaS) BI tools designed to help non-IT people who struggle with the task of mining Microsoft Excel spreadsheets and other unstructured data sources to make sales forecasts, plan for resource utilization, or service customer accounts.

crm make decision  BI Tools: Better Decision Making for the Rest of Us Conventional business intelligence (BI) tools are often not available to decision makers and are typically designed for use by trained business analysts. Learn about software-as-a-service (SaaS) BI tools designed to help non-IT people who struggle with the task of mining Microsoft Excel spreadsheets and other unstructured data sources to make sales forecasts, plan for resource utilization, or service customer accounts. Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm make decision  I even had one CRM vendor give me a hush-hush report (including a non-disclosure agreement) on another vendor. That second vendor used the same tactic (minus the NDA) with a different report against the first vendor. Step 5 - Take a deep breath and hold your nose These types of tactics do not instill a great deal of trust in a vendor. It left me feeling that the vendor didn't consider me intelligent enough to make an informed decision. It also made me feel that the vendor was not confident in the Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm make decision  daily activities. Workflow in CRM must be built-in from the ground up - not added as an afterthought. A Simple Example of Workflow at Work As mentioned previously, Workflow enables productivity benefits by automating sales, customer service and marketing processes, according to custom rules. Let's take a look at what this may look like in real-world setting. At stage one of a sale, a sales rep is required to input data about a new prospect. Workflow will not let the new opportunity move to the next stage Read More

Are ASP Applications Right for You? Part 1: Decision Factors


Like so many Internet conventions, the Application Service Provider (ASP), is really a combination of two 'old' concepts, turn key applications and outsourced services. Many of the lessons learned from these areas are directly applicable to ASP provided applications, and many of the same questions need to be asked and answered before a determination can be made on whether an ASP application should be considered.

crm make decision  Applications, (such as some CRM applications) that provide a complete system with user interfaces. Applications may transmit data to and from legacy client applications on a real time or near real time basis, but for the purposes of this discussion, the key is the transparency of the use of the application. A service provides a portion of a business process while an application provides a complete business process. Web services differentiate themselves from traditional services by using the HTTP to Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

crm make decision  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. 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 make decision  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

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 make decision  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

Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

crm make decision  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More

CRM Essentials


CRM Essentials is a management consulting and advisory firm focusing on customer relationship management strategy and processes.

crm make decision  Essentials CRM Essentials is a management consulting and advisory firm focusing on customer relationship management strategy and processes. 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 make decision  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

The ASP Decision


The ASP model is the latest in a long line of silver bullets that are supposed to simplify the delivery of technology’s benefits to the business world. This article provides some simple guidelines for determining if you should consider the ASP model along with thoughts on selecting an ASP.

crm make decision   Read More

C2


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

crm make decision  CRM Read More

CRM-A Real Challenge


Customer relationship management (CRM) should not be viewed as an information technology (IT) tool but as a strategic enabler for organization-wide impact. This white paper makes recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations.

crm make decision  recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations. Read More

TEC 2013 CRM Buyer's Guide for Medium and Large Enterprises


Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do business.

crm make decision  2013 CRM Buyer's Guide for Medium and Large Enterprises Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do Read More