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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 putting 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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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 putting salesforce  Outsourced Sales Solution | CRM Putting Salesforce | CRM Sales Training Sales Effectiveness Audits | CRM Sales Force Automation | CRM Sales Force Login | CRM Sales Force Effectiveness | CRM Sales Force Training | CRM Sales Force Compensation | CRM Sales Force Structure | CRM Inventory Control Sales Processing | CRM Sales Force Motivation | CRM Salesforce Ideaexchange | CRM Term Sales Force Automation | CRM Salesforce com Integrates | CRM Salesforce Mobile | CRM Sales Assessments Sales Force Development | Read More

UNIT4: The (Largely) Untold Story - Part 2


Part 1 of this series started with my invitation by UNIT4 (formerly Unit 4 Agresso), the second-largest business applications provider in continental Europe, to attend its UK 2010 user conference. Frankly, I was a bit skeptical about what new and exciting I might see and hear about at this event in light of the vendor’s analyst tour in Boston in late 2009. My post then

crm putting salesforce  family of ERP and CRM solutions. In addition, Salesforce.com will have to appease some members within its burgeoning  portfolio of its AppExchange market place partners , given its direct investment strategy. After making a substantial bet on Salesforce.com’s platform and the marketplace, no single AppExchange partner wants to feel less significant. But this is the nature of the beast, and Salesforce.com might already be in a position of power: able to cherry-pick its strategic investments, while Read More

Salesforce.com Unveils Service Cloud SOS Button for Mobile In-app Support


Salesforce.com recently launched the Salesforce1 Service Cloud SOS feature that aims to revolutionize customer service and support by putting an SOS button directly inside any mobile app. With new live interactive video support and on-screen guided assistance, companies will be able to deliver instant and personalized customer service within any mobile app.

crm putting salesforce  com Unveils Service Cloud SOS Button for Mobile In-app Support Salesforce.com recently launched the Salesforce1 Service Cloud SOS feature that aims to revolutionize customer service and support by putting an SOS button (similar to the Amazon Kindle Mayday button) directly inside any mobile app. With new live interactive video support and on-screen guided assistance, companies will be able to deliver instant and personalized customer service within any mobile app.   Last year, salesforce.com 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 putting 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

UNIT4: The (Largely) Untold Story - Part 1


February and bleak mid-winters are not exactly the high season for software user conferences in North America, and thus I accepted the invitation by UNIT4 (formerly Unit 4 Agresso), the second-largest business applications provider in continental Europe, to its UK 2010 user conference. The attraction, in addition to the Celtic Manor Resort in lush South

crm putting salesforce  in conjunction with Salesforce CRM (or  Sales Cloud 2 ), clients are provided with an integrated/unified  data model , and the ability to leverage Force.com’s strong customization, visualization (reporting and dashboard), and workflow capabilities. My initial quandary about this joint venture was about what all this might mean to the  on-premise  CODA offerings. Namely, the apparent statements of commitment by both UNIT4 and Salesforce.com, and the fact that CODA’s Chairman Jeremy Roche took the Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

crm putting salesforce  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn''t happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

crm putting salesforce  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It''s the only business suite that leverages a 100 percent browser-based Web interface via 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 putting salesforce  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

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.

crm putting salesforce  the Best CRM for Your Organization Choosing the Best CRM for Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oracle has been helping customers like you manage your business systems and information with reliable, secure, and integrated technologies. Source : Oracle Resources Related to Customer relationship management (CRM) : Customer relationship management (CRM) (Wikipedia) Choosing the Best CRM for Your Read More

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 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.

crm putting salesforce  Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools such as business applications are necessary for the vast 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 putting salesforce  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

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm putting salesforce  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm putting salesforce  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

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.

crm putting salesforce  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 Read More

TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

crm putting salesforce  2015 Certification Report Zavanti CRM Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project. Zavanti''s front-end CRM system is an adaptation of Microsoft Read More