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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&n...
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Documents related to » crm software selection tips


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

crm software selection tips  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...
Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

crm software selection tips  Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : National Site Read More...
Software Selection Horoscopes for January 2008
Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge

crm software selection tips  your new customer relationship CRM solution . After all, you won’t be the only one using the solution—and listening to the advice of others now means you won’t have to listen to their complaints down the road, in the installation and implementation stages. Gemini: You sometimes have a way of talking yourself into almost anything. But things are a little different when it comes to talking upper management into implementing a new enterprise resource planning (ERP) solution . Wait until after you’ve Read More...
10 Tips to Optimize Your ERP Initiative
Enterprise resource planning (ERP) is notoriously complex. Horror stories abound about failed installations, unresponsive vendors, and wasted investments. But

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5 Common Hurdles During the ERP Selection Process-And How You Can Avoid Them
With so many different enterprise resource planning (ERP) applications on the market, selecting the right solution can be extremely time-consuming and daunting.

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Small Business Software (SBS) Software Evaluation Report
The Small Business Software (SBS) evaluation model targets the functional requirements necessary to support a typical small business. If your organization doesn

crm software selection tips  Business Software (SBS) Software Evaluation Report The Small Business Software (SBS) evaluation model targets the functional requirements necessary to support a typical small business. If your organization doesn''t have many sites to operate, seeks a solid base of ERP functionality, but doesn''t need the biggest systems on the market, this model is a good starting place. Extending beyond accounting functions, it includes general ledger, accounts payable (A/P) and accounts receivable (A/R), payroll, job Read More...
Entry Software Corporation
Since it was founded in 1998 in London, Ontario (Canada), Entry Software Corporation has provided work management solutions for information technology (IT

crm software selection tips  Software Corporation Since it was founded in 1998 in London, Ontario (Canada), Entry Software Corporation has provided work management solutions for information technology (IT) departments. TeamHeadquarters, Entry''s flagship product, is a suite combining project management, portfolio management, help desk, and document management. Read More...
Halogen Software
Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions

crm software selection tips  Software Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions, consulting and hosting services. Halogen eAppraisal is web-based employee performance appraisal software that automates the time-consuming employee appraisal process. Halogen e360 simplifies the administration of formal feedback procedures with straightforward ease-of-use and sophisticated reporting. Halogen eSurveyor is the 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

crm software selection tips  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...
American Software, Inc
Founded in 1970 and headquartered in Atlanta, Georgia (US), American Software develops, markets, and supports an offering of integrated business applications

crm software selection tips  Software, Inc Founded in 1970 and headquartered in Atlanta, Georgia (US), American Software develops, markets, and supports an offering of integrated business applications, including enterprise-wide supply chain management (SCM), Internet commerce, financial, and manufacturing packages. e-Intelliprise is a total enterprise resource planning (ERP)/SCM suite, which leverages Internet connectivity and includes multiple manufacturing methodologies. American Software owns 88 percent of Logility, Inc. Read More...
Software Solutions: Outsourcing, Applications Software Competitor Analysis Report
The outsourcing application software knowledge base criteria are appropriate for selecting outsource providers in the area of business software development. It

crm software selection tips  Solutions: Outsourcing, Applications Software Competitor Analysis Report The outsourcing application software knowledge base criteria are appropriate for selecting outsource providers in the area of business software development. It includes all activities performed by outsource providers including software development; software maintenance; software reengineering or rearchitecting; porting software to a new platform; and more. Read More...
3C Software
3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex

crm software selection tips  Software 3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems. Read More...
Mainsaver Software
Mainsaver Software (formerly JB Systems) is wholly owned by the privately held Ameritege Technology Partners, LLC. Mainsaver develops enterprise asset

crm software selection tips  Software Mainsaver Software (formerly JB Systems) is wholly owned by the privately held Ameritege Technology Partners, LLC. Mainsaver develops enterprise asset management (EAM) software, and provides the services and tools for power generators, consumer manufacturers, municipalities, ports, and facilities management organizations. The company''s professional services help integrate business processes across corporate applications, geographies, and topologies. Mainsaver Software is based in San Read More...
SOA Software
SOA Software, Inc.

crm software selection tips  Software SOA Software, Inc. Read More...

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