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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm system project


How to Choose a CRM System
When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your

crm system project  to Choose a CRM System When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your selection process. This guide is designed to help you build the business case for a CRM system, form an effective project team, ask the right questions, identify the challenges involved and much more.

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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 system project

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.

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CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

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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

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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.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (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.

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Genius Project


Genius Project is designed for different users, including team members, project managers, executives, and stakeholders. Genius Project provides standard templates, such as PMI, PRINCE2, and Six Sigma that can integrate into organizational processes. Genius Project is a project management solution with a number of tools, including portfolio management, project tracking, cost and budget tracking, planning tools, centralized resources management, timesheets, advanced reporting, process and workflow support, document management, risk management, and collaboration features.

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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.

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Phone System Buying Checklist


Download this checklist of items to consider before you purchase a new phone system for your business. Ideally, you should answer yes to each of these questions before you buy!

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How Project Portfolio Management Can Deal a Winning Hand to the SMB Project Manager


Project portfolio management (PPM), once a solution only larger organizations could afford, enables companies to analyze, recommend, authorize, activate, expedite, and monitor projects. In recent years, however, small to medium businesses have been able to benefit from PPM too, through software-as-a-service models of this tool.

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CSB-System


Integrated business and ERP (Enterprise Resource Planning) software solutions for the food industry. Includes trace-ability, HACCP, production yields, recipe management and optimization, livestock management, producer (farmers) payments, batch processing, electronic scale interface, barcode scanning, ATP (Available to Promise), flexible cost-accounting, CRM (Customer Relationship Management), EIS (Executive Information Systems), report-writer, plus standard ERP (sales, procurement, inventory, production, accounting, financials, etc.).    

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