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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 platforms implementation sfa


Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

crm platforms implementation sfa  Enterprise Implementation Methodology | CRM Platforms Implementation | Basic CRM Implementation | CRM Implementation Tools | Incremental CRM Implementation | CRM Implementation Efforts | Rapid CRM Implementation | CRM Implementation Requirements | CRM Implementation Methodologies | CRM Implementation Timelines | Strategic CRM Implementation | CRM Implementation Schedule | CRM Implementation Checklist | CRM Implementation Practices | Winning CRM Implementation | CRM Implementation Stages | CRM

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm platforms implementation sfa

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

crm platforms implementation sfa  most popular PDAs. Surado CRM also provides its Customer Service module for help desk and support environments. Both CSRs and Sales representatives can share customer details since there is a single repository for data. The workflow once again fulfills its role to allow rule-based escalation and notification. In addition, Surado's release of its computer telephony integration (CTI) module, based on Intel's NetMerge CT ADE, scheduled for 1st Quarter of 2004, with support for all major telephone switches, Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

crm platforms implementation sfa  integration with Consona Enterprise CRM are additional features designed to maximize business productivity. The solution integrated with other CTI platforms and CTI connectors, such as Aspect , Avaya , Cisco , Genesys , Mitel , and Nortel , for telephony and interactive voice response (IVR) system. Consona Enterprise CRM’s mobile solutions operate seamlessly across multiple devices, extending the power of the technology to laptops and handheld devices for real-time wireless or disconnected access with Read More

A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

crm platforms implementation sfa  to position themselves against CRM offerings from many of the other well-recognized vendors (both proprietary and open source). The Sugar Sales Professional product quite capably satisfied Prevalent's needs without the additional confusion of software bloat. In the future, one hopes that SugarCRM continues to do a good job accommodating its increasing number of clients without losing sight of its product's usability. About this Article TEC launched its Free and Open Source Software (FOSS) Evaluation Read More

Scala and Microsoft Become (Not So) Strange CRM Bedfellows Part Three: Challenges and User Recommendations


Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should turn out as a beneficiary in every way.

crm platforms implementation sfa  of CRM providers. Microsoft CRM is also distributed through a large number of authorized resellers (VARs), more than 1,300 right now. The question that comes to one's mind is to wonder how the customer will navigate through that proliferation of solutions from ISVs and VARs that Microsoft is partnering with. Consequently, Microsoft often ends up competing against its own prior release or an offering from one of its ISVs or VARs. Even worse, upgrading to one version of a product can require cascading Read More

Sales Force Automation (SFA) Buyer's Guide


The sales force automation buyer's guide will help you find the ideal sfa system for your company.

crm platforms implementation sfa  sales force automation sfa buyer guide,sales,force,automation,sfa,buyer,guide,force automation sfa buyer guide,sales automation sfa buyer guide,sales force sfa buyer guide,sales force automation buyer guide. Read More

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

crm platforms implementation sfa  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

crm platforms implementation sfa  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

Top Tools for Sales: SFA Focus


Handling sales effectively is one of the most important functions of any successful business, and sales force automation (SFA) systems can help. Many organizations have already adopted or have been thinking about purchasing an SFA solution to ease the sales process and link it up with the rest of the business. SFA solutions also offer opportunities to help organizations improve CRM. Know some of the potential improvements of an SFA system.

crm platforms implementation sfa  to help organizations improve CRM. Know some of the potential improvements of an SFA system. Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm platforms implementation sfa  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

crm platforms implementation sfa  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm platforms implementation sfa  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Reinventing Business Processes through Strategic Implementation


Strategic implementation can have a huge impact on success in the online environment. It can mean the difference between a successful or unsuccessful launch, and can greatly affect end results in terms of usability, functionality, and impact on the bottom line. Learn more about a Web site implementation strategy that can transform business processes, maximize return on investment (ROI), and improve efficiency.

crm platforms implementation sfa  business strategic planning,corporate strategic planning,strategic alternative implementation,strategic business process,strategic design and implementation,strategic implementation Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

crm platforms implementation sfa  you can get a CRM system your salespeople will actually embrace—one that lets them work at peak performance—so they can bring in the new accounts, extra orders, and product upsells your organization needs and wants. Find out which new CRM solutions are best for your company. Simply visit TEC's CRM Evaluation Center to compare a new generation of CRM solutions based on your company's special requirements: your budget, industry, business model, geographical markets, IT platform, etc. Compare up to 50 Read More

NetSuite 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 platforms implementation sfa  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