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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 package


CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge
Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and

crm package  face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in

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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.

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 package

Yet Another ERP/CRM Partnership


Solomon Software Inc., a leading provider of mid-market financial and business management systems, and SalesLogix, a leading provider of electronic customer relationship management (eCRM), have signed a five-year, multi-million dollar OEM software arrangement.

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Leveraging CRM to Drive Trade Revenue


Consumer package goods (CPG) companies manage multiple complex distribution channels. Because the industry operates through intermediary channel players, out-of-the-box customer relationship management (CRM) solutions are typically inadequate. In fact, account and trade management teams could dispense with a CRM system’s traditional sales funnel capabilities. But the CRM system needs to be more than an expensive contact manager.

Account and trade management teams may benefit from trade promotion management (TPM) functionality. TPM functionality can drive sales performance in CPG organizations, through budgeting, planning, sell-in, execution, and settlement.

Consumer brands have had limited success with traditional CRM systems because of differences in selling models. By extending CRM to address trade management requirements natively, CPG companies can drive internal and external collaboration to competitive advantage.

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Requirements Definition For Package Implementations


How do you go about defining the requirements of large package systems, particularly those with the all-encompassing scope of ERP, EAM, and CRM software, and still satisfy the needs to the project team, the user community, and executive management? It’s a balancing act rivaling the circus performer trying to keep all of the plates spinning at once. While it is difficult to say one aspect of a project plan is more important than another, accurately and completely defining the needs to be fulfilled by the software is critical to the overall success of the implementation and the longevity of software. This article outlines a logical process for defining the requirements and keeping the plates spinning.

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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.

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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.

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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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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.

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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

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