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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 software selection tips

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 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, 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 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

Tips for Researching Enterprise Solutions


Given the majority of participants in a selection committee are not enterprise software specialists, quality enterprise research on applications is crucial. Even if you are employing consultants (with their cute business attire and boxes of love they give during the holidays---my PM brother-in-law once scored a leather jacket, but I digress), it’s still important to be well versed about the

crm software selection tips  up on Microsoft Dynamics CRM 4.0 and think it’s the solution for your organization, don’t just look at general reviews. Check out what your peers are saying about it and how the software handles specific cases. This will give you a stronger background when you start screening vendors. You''ll be able to ask them what workarounds they’ve created to address specific problems and you can even work those situations into your scripted scenario when you''re auditioning vendors. Consider buying premium 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 of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

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

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 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

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

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 as daunting as ERP can be, many organizations can’t operate without it. Working closely with your vendor to configure a solution, choosing the right delivery model, and following this list of 10 tips can help you optimize your ERP initiative. Find out more.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm software selection tips  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

Ultimate Software: Delivering Breakthrough Products


Ultimate Software is in a very competitive market. Its continued success is fueled by relentlessly delivering new products and incremental innovation. A few years ago, the company’s strategic initiatives were to evolve of their software-as-a-service (SaaS) delivery model and launch new features targeted to medium sized enterprises. Learn how a new product portfolio management (PPM) solution helped Ultimate Software reach its goals.

crm software selection tips  Software: Delivering Breakthrough Products Ultimate Software is in a very competitive market. Its continued success is fueled by relentlessly delivering new products and incremental innovation. A few years ago, the company’s strategic initiatives were to evolve of their software-as-a-service (SaaS) delivery model and launch new features targeted to medium sized enterprises. Learn how a new product portfolio management (PPM) solution helped Ultimate Software reach its goals. Read More

Software Link


Enterprise Solutions and ServicesUnequaled ServicesWhen you hire Software Link as an application solutions provider, you expect significant results. Software Link consultants provide industry experience and direction to companies nationwide who are looking to analyze and improve their business operations, whether through a complete ERP review, extensive implementation of a world class ERP system or analyzing and providing solutions to everyday business processes, Software Link has the expertise. Our consultants have spent more than twenty years successfully building, implementing and using software for organizations like yours. Software Link key practice focuses includes: manufacturing, distribution, multichannel marketing, eCommerce and project based firms.Software Link consultants are well versed in implementing ERP Solutions with a strong focus on the Sage SalesLogix, Sage MAS 500 and Sage X3 software solutions. No one knows Sage products better and no one has been successfully implementing them longer than Software Link.Why partner with Software Link? Software Link always works hard to make sure you have many reasons to value a relationship with us. Not only do we know our products better than anyone, but we also know how your business runs. Many of our consultants have worked at companies just like yours. So we'll never force your processes to fit our software. We'll always help you figure out how to incorporate best practices in your business processes and only then determine how Sage software can best support those processes.What will you accomplish by partnering with Software Link? You can expect to minimize implementation risks and have a system that runs efficiently and reliably. Our proven processes and implementation methodology were developed during thousands of successful engagements allowing Software Link consultants to produce quick and reliable results. You'll see your core, business processes streamlined. And, you'll see your employees using the software to its fullest extent for maximum benefit.Software Link helps you solve complex business challenges with a combination of technology and business application services that leverage Sage's World Class Software Solutions. Consulting Services help you implement and maintain your Sage software, assess your technology architecture for maximum system performance, develop and execute data migration strategies, integrate critical third-party enterprise software technologies, and customize software functions to meet highly specialized requirements. Business Application Services help you examine your business processes and requirements in order to better adapt to change, optimize the way your organization uses your enterprise software and maximize the results you achieve from your investment.Our satisfied customers confirm that we're uniquely positioned to help you achieve measurable success. Let Software Link Solutions help you make sure your software is working as hard as it can for your company.

crm software selection tips  Link Enterprise Solutions and ServicesUnequaled ServicesWhen you hire Software Link as an application solutions provider, you expect significant results. Software Link consultants provide industry experience and direction to companies nationwide who are looking to analyze and improve their business operations, whether through a complete ERP review, extensive implementation of a world class ERP system or analyzing and providing solutions to everyday business processes, Software Link has the Read More

Veeam Software


Veeam Software develops solutions for virtualization management and data protection. One software suite it offers is Veeam Management Suite, a set of solutions for VMware backup and management for VMware deployments.

crm software selection tips  Software Veeam Software develops solutions for virtualization management and data protection. One software suite it offers is Veeam Management Suite, a set of solutions for VMware backup and management for VMware deployments. Read More

Retail Market Dynamics for Software Vendors Part One: Software Requirements for Retail


Although the retail and wholesale customers have typically invested a low proportion of their total revenues in information technology, retail industry leaders have begun to demonstrate an ability to achieve market advantage through the effective use of specialized enterprise applications. As a result, the requirement for all retailers to increase their investment in IT and adopt best practices has thus grown.

crm software selection tips  Market Dynamics for Software Vendors Part One: Software Requirements for Retail Introduction There are some interesting dynamics within the retail market segment. On one hand, the market is has been penetrated less by enterprise applications than most other economic sectors, in part because retailers have largely been remiss in leaving mainframes and other legacy technologies behind. Also, the sector has shown some resilience even during the recent and potentially ongoing economic malaise, in part Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm software selection tips  (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

crm software selection tips  Software TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia). Read More

Outsourcing, Applications Software Software Evaluation Report


The outsourcing application software Software Evaluation Report 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.

crm software selection tips  Applications Software Software Evaluation Report TEC''s Outsourcing, Applications Software Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive Read More

Logic Software


Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and "shrinkwrap" software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries.

crm software selection tips  Software Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and shrinkwrap software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries. Read More

A Portrait of the Indian Enterprise Software User


Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of company expansion and consolidation ventures. The Indian market was no exception. But how does vendor growth and expansion relate to the requirements of Indian companies researching and purchasing enterprise software? What is the profile of a company in India that is looking for enterprise software?

crm software selection tips  adopted SaaS application and CRM being among the top 10 software types researched by Indian end users (see Figure 2), I expect that this interest in SaaS and on-demand solutions will continue in the coming years. Obviously, this is only the tip of the iceberg. If anything, this article has piqued my curiosity even further about the enterprise software market in India. Here are a couple of open questions: 1. What are the top priorities and key functionality that users in India seek in software systems? Read More