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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge
Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and

crm tutorial  face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in 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&n...
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Documents related to » crm tutorial


TOTVS Protheus
TOTVS Protheus is platform-independent enterprise resource planning (ERP) and customer relationship management (CRM) software based on the TOTVS TEC

crm tutorial  and customer relationship management (CRM) software based on the TOTVS TEC architecture. Read More
'Collaborative Commerce': ERP, CRM, e-Procurement, and SCM Unite! A Series Study
Now in 2001, the catchphrase is 'Collaborative Commerce', where we unite all of the elements of ERP, CRM, E-Procurement, and SCM into one coherent system within

crm tutorial  Internet technologies have matured, CRM on the front end, and e-Procurement and Supply Chain Management on the back end, have come into their own. Now in 2001, the catchphrase is Collaborative Commerce, where we unite all of the above elements into one coherent system within and between organizations. This is the Big Kahuna, the zero latency, fully transparent, 360 degree exposure that is the stuff systems integrators dream of. Is it here? Are the technologies mature enough? Simple enough? This, the Read More
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

crm tutorial  important to document the CRM vision, determine the business processes required to enable the vision and begin to determine the functionality and technology required to enable each of the business processes before creating an RFI or comparing vendors in a knowledge base. A good knowledge base can also diminish data quality issues. Companies that focus on developing and maintaining knowledge bases typically validate the data prior to making it available. For example, the vendor responses in TEC's Read More
iScala
Epicor's iScala is an ERP system integrating ERP, CRM, and SCM software on a Web services platform to manage business in real time. Version 2.1 of

crm tutorial  ERP system integrating ERP, CRM, and SCM software on a Web services platform to manage business in real time. Version 2.1 of iScala is a single, new collaborative ERP platform that enables companies to automate and manage the business processes of their subsidiaries and divisions within a complete e-business infrastructure. The platform is flexible, and provides security and scalability. Read More
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

crm tutorial  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

crm tutorial  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. 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

crm tutorial  relationship management (CRM) (Wikipedia) CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship Management , Read More
8 Essential CRM Best Practices-an Executive Guide
In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

crm tutorial  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More
Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution
Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses

crm tutorial  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More
C2 CRM


crm tutorial  CRM Read More
Besieged By The CRM Throne Aspirants, King Siebel Delivers
Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft

crm tutorial  Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact P.J. Jakovljevic - December 28, 2001 Event Summary With the release of the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel Read More
Enterprise On-Demand CRM Comparison Guide
This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm tutorial  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More
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

crm tutorial  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 protagonist of the story is Read More
Customer Relationship Management (CRM)
Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company

crm tutorial  Relationship Management (CRM) Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, Read More

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