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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 resource planning office

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

ERP for Services (Non-manufacturing)

Typically, ERP systems designed for services industries offer modules that provide back-office support, customer relationship management, time management, expense management, resource management, and project management capabilities. Depending on the vertical market, additional industry-specific functionality may be included to address unique business requirements. Consequently, project-centric systems for accounting, architecture, construction, engineering, and professional services industries will support project management functionality; whereas health care, field service, distribution, and government systems will support functionality unique to those vertical markets. 

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Documents related to » crm resource planning office

Implementing Enterprise Resource Planning: Lessons Learned from the Front


Successful enterprise resource planning (ERP) implementations can force organizations to reevaluate their business practices and processes, create a higher understanding of the need for data accuracy, and enable a more effective data-sharing environment. However, such high-level benefits require a new approach to project implementation—one that applies the lessons of the past to reinvent the systems of the future.

crm resource planning office  Selection Process | ERP CRM Systems | ERP Customers | ERP Definition | ERP Design Process | ERP Disadvantages | ERP Enterprise | ERP Enterprise Selection Process | ERP Environment | ERP Evaluation | ERP Example | ERP Failure | ERP Failures | ERP for Small Business | ERP Glossary | ERP Implementation | ERP Implementation Plan | ERP Implementation Plan Selection Process | ERP Implementation Planning | ERP Implementation Planning Selection Process | ERP Implementation Selection Process | ERP Implementations Read More

The Evolution of Enterprise Resource Planning Includes Service Industries


Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry. As a result, ERP for services has emerged as a viable software category competing with the best-of-breed vendors serving professional services sector industries.

crm resource planning office  systems, customer relationship management (CRM) packages, and project management tools. Consequently, users need to be extra diligent in identifying the solution that will best fit their needs. For organizations seeking an integrated solution, ERP vendors have extended their offerings to include project-centric and industry-specific functionality coupled with mature back-office capabilities. However, the challenge remains for the large ERP vendors to deliver the best industry-specific capabilities, since Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

crm resource planning office  financials, etc.) and powerful CRM capabilities, NetSuite offers users a fully integrated, Web-based solution in a single source code. Its capabilities are better suited for the services sector, such as professional services organizations, nonprofits, and advertising, with modules in financials, CRM, purchasing, payroll, and inventory. However, portfolio management and resource management capabilities critical to project-centric organizations are not as strong as those delivered by niche PSA vendors. Read More

A Dynamic Answer to Enterprise Resource Planning for Services


Enterprise resource planning (ERP) vendors do battle to win business and Epicor is leveraging Microsoft's technology to deliver a mid-market solution to services industries. Despite Microsoft's competing ERP offering, Epicor continues to build a Microsoft-centric solution with its partners' support.

crm resource planning office  the customer relationship management (CRM) and project modules, together with new capabilities in account management. To better serve the upper mid-market in the services industry, Epicor has tuned performance in a number of key areas. Over the course of 2007, Epicor is planning on delivering new capabilities in resource management, multisite, and collaboration in order to better meet the demands of mid-market services organizations with multiple locations. Epicor has overhauled its resource management Read More

Case Study: A New Standard for Resource Planning in the Railway Business


Railion Nederland N.V. is an independent operating company of Railion Deutschland, the largest rail cargo transporting company in western Europe. The company transports almost 25 million tons, more than 70 percent of which is of an international nature. Railion needed a planning solution to overcome the drawbacks of its old system, which had been designed for passenger transport. Find out which system it chose, and why.

crm resource planning office  Planning Network MRP | CRM Resource Planning | CRM Enterprise Resource Planning | CRM Resource Management | CRM Manufacturing Resource Planning | CRM Resource Planning Society | CRM Project Resource Planning | CRM Material Resource Planning | CRM Resource Planning Software | CRM Distribution Resource Planning | CRM Resource Planning Template | CRM Integrated Resource Planning | CRM Resource Planning System | CRM Retain Resource Planning | CRM Integrated Resource Planning | CRM Resource Planning Office | 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 resource planning office  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

Why Your Organization Needs Succession Planning


Succession planning is not a new concept—so why are so many companies not actively planning for the replacement of key positions, and risk losing valuable expert knowledge and skills with the imminent retirement of their leaders? Part of the problem may lie in not being well versed in the topic. TEC human resources (HR) analyst Sherry Fox addresses some FAQ so you can see the value of succession planning for your organization.

crm resource planning office  Your Organization Needs Succession Planning Once thought to apply only to “taking over a family business,” today succession planning is pertinent to companies of all sizes in all industries—all over the world. In this article, I’ll address some frequently asked questions (FAQ) that shed light on succession planning and why it’s important for your company. In the follow-up to this article, you’ll learn about four steps to making your succession planning initiatives a success. Succession Read More

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.  

crm resource planning office  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. 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 resource planning office  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

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm resource planning office  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should 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 resource planning office  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

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

crm resource planning office  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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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 resource planning office  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

Human Resource Metrics


Metrics is a tool that allows human resources (HR) departments to develop, monitor, and drive corporate strategies through access to and presentation and analysis of human capital information. Companies can identify, track, and analyze key variables by functional area and business need. The data are graphed, over a user-defined time period, to highlight human capital trends and the interaction of key variables.

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