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Software Functionality Revealed in Detail
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 crm strategy development


A CRM System Needs A Data Strategy
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact

crm strategy development  CRM System Needs A Data Strategy Introduction An underutilized customer relationship management (CRM) system - or one that cannot match its owner's expectations - will reflect poorly on both the vendor who sold it and the IT manager who authorized the purchase and installed it. Both, however, can help successfully manage such expectations (and add value to their respective roles) by wisely counseling about the strategic context into which a CRM system must function. Simply put, the market includes plenty

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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 strategy development

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm strategy development  You should communicate your CRM strategy and timeline to key stakeholders well in advance of the implementation to set expectations. Go top down, bottom up, and sideways. After securing an executive sponsor, have him or her send a communication to the company to reinforce the importance of the initiative and encourage participation. You should also cultivate active and vocal advocates/end users to drum up support among the troops and identify team project members from all affected areas of the Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

crm strategy development  level by designing their CRM strategy for future ambitions instead of just implementing software to support current capabilities. This white paper describes the concept of CRM without compromise, elucidating how organizations can maximize their results by taking a more structured, holistic approach to CRM across the enterprise to gain a competitive advantage and promote sustainable, profitable growth. A CUSTOMER-CENTRIC BUSINESS STRATEGY Customers Define your business No business can exist without Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm strategy development  existence of a coherent CRM strategy with success. Currently, the industry is operating with a sense of best practices that focus attention on deployment methodologies that are necessary, but not correlated with success. Thus, a new framework is needed to address these findings. This final article in the two-part series on CRM and best practices will introduce a best practices model. It will address strategy and organizational aspects of CRM. It will highlight deployment practices and will integrate Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm strategy development  | CRM Strategies | CRM Strategy | CRM System | CRM Systems | CRM Technology | CRM Tools | CRM Vendors | CRM White Paper | CRM Workflow | CRM Workflow Assembly | CRM Workflow Change | CRM Workflow Examples | CRM Workflow Manager | CRM Workflow Monitor | CRM Workflow Service | CRM Workflows | Customer Management | Customer Metrics | Customer Model | Customer Modeling | Customer Overview | Customer Performance | Customer Planning | Customer Presentation | Customer Process | Customer Process Management | 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 strategy development  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 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

crm strategy development  Lexicon of CRM - Part 3: From R to Z The Lexicon of CRM Part 3: From R to Z R. Garland - November 2, 2001 The Lexicon is divided into three parts, this being the second of three. This third section covers the alphabet from R to Z. For A to I, see Part One . For J to Q, see Part Two . R  RDBMS - Relational DataBase Management System . The typical, standard database, with both data models, data definitions, and data storage capabilities. Examples include Oracle's 9i database, Microsoft's SQLServer 2000, Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm strategy development  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

New Product Development and Introduction (NPDI)


New product development and introduction (NPDI) is probably the most important process for many companies, but also one of the least understood. While NPDI is responsible for revenues, few companies assign an owner for the whole process. Instead, it is usually driven through a series of functional “silos,” causing delay—and the loss of the original market requirements.

crm strategy development  established investments such as CRM and SCM (see Figure 2). Brand Manager NPDI excellence is key to managing brand equity Sales NPDI makes my business more profitable Marketing NPDI is all about hitting the target Engineering Excite customers with great products Manufacturing NPDI must meet consumer quality needs Supply Chain NPDI best practice is designed for supply chain Finance NPDI has to meet my business goals Table 3: What Different Functions Within a Company Say About NPDI And when people care Read More

Optimizing the Development Process


One of the most formidable IT challenges that companies must solve is the extreme cost of the development process. Don’t let your data warehouse development project become part of the 50 percent that’s abandoned—and don’t lose time and money. Learn how to optimize your development process and improve the performance of your database management systems through a complete examination and debugging of your database schema.

crm strategy development   Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm strategy development  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

Strategy Analytics


Strategy Analytics provides business consulting, research, and analysis. The firm publishes reports and evaluates technologies, markets, and companies.

crm strategy development  Analytics Strategy Analytics provides business consulting, research, and analysis. The firm publishes reports and evaluates technologies, markets, and companies. Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

crm strategy development  Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps perform more of Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm strategy development  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

Terra Technology’s Software Development Team Streamlines Their Development Process Using ProjectLocker


Software company Terra Technology’s development team often worked remotely, without a centralized development system. Managing documents manually was quickly becoming an unproductive use of the team s time—and increased its chances of making errors. Since using ProjectLocker’s document management system, Terra Technology has saved valuable time and money, and can now focus on its core competency—supply chain software.

crm strategy development   Read More