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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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 integrate crm framework


PeopleSoft Completes Acquisition of Vantive; Vantive CRM Applications Integrate with PeopleSoft and Other ERP Systems
On January 3, 2000 PeopleSoft Inc. announced it had completed its acquisition of The Vantive Corporation, the world's second-largest independent supplier of

integrate crm framework  of CRM products that integrate tightly with PeopleSoft and other major back-office applications. Organizations can now turn to PeopleSoft for an industry-leading, functionally rich CRM solution, or take full advantage of PeopleSoft's front-office CRM and eCommerce software, back-office Enterprise Resource Planning (ERP) applications, and business intelligence applications for strategic decision-making. PeopleSoft's end-to-end eBusiness solutions integrating customer information, transactional data, and

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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

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » integrate crm framework

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.

integrate crm framework  SFA solution that can integrate with CRM on-premise to immediately support the sales force; transition to an on-premise solution once IT is ready. Use this tactical approach, which is fully aligned with the organization's long-term strategy and not a temporary dead-end solution. Step 5: Include Channel Partners (Resellers) The last step will be to expand CRM to support the indirect sales channel (that is, resellers) in order to better manage channel partner relationships, enable channel partners to 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.

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10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

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What's Wrong With Enterprise Applications, And What Are Vendors Doing About It? Part Two: A New Framework Strategy


Building replacement products on a new framework is a higher risk strategy. The product functionality still quite matters and, while it is important for enterprise applications providers to implement the latest computer science 'quantum leap', there is no guaranteed correlation between first-to-market and the ultimate success in the market (in fact, based on many experiences, one could even argue that the correlation might be inverse).

integrate crm framework  implement, maintain, expand/customize, and integrate their products. Many in the enterprise applications vendors' community recognize that these are unmet realities and are attempting to offer solutions that will deal with them. While it is not practical to look at every strategy and every vendor's nuance, this note looks at some important examples representing distinct strategic approaches. Part One of this note summarized the recent TEC series What's Wrong With Application Software and analyzed 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 tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

integrate crm framework  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 Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional 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, 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.

integrate crm framework  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

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

integrate crm framework  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

Infor Acquires Saleslogix CRM


Infor is acquiring software-as-a-service (SaaS) customer relationship management (CRM) software provider Saleslogix from Swiftline for an undisclosed sum. Saleslogix will become Infor CRM and will add strong sales force automation (SFA) and customer service functionality to Infor’s Industry CloudSuites, the first group of industry-specific application suites available on the Amazon Web Services (AWS) cloud.

integrate crm framework  industry-specific attributes and processes integrated with Infor ERP applications beginning with Infor CRM Automotive, CRM Healthcare, CRM Public Sector, and CRM Manufacturing. It is likely that Saleslogix will also be integrated with the new customer engagement and platform Infor Rhythm .   Next month’s Inforum 2014 user conference will hopefully provide a few more details and indicate some concrete steps by Infor. 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.

integrate crm framework  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 Read More

How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

integrate crm framework  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More

Saleslogix CRM Best Practices Guide


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

integrate crm framework  streamline their sales processes, integrate customer data, and coordinate their activities to drive more sales. Download your PDF copy of Nucleus Research's SalesLogix CRM Guidebook today. Get the guidebook and your own custom CRM comparison to see how SalesLogix stacks up against key competitors.   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

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.

integrate crm framework  of hosted CRM and integrated accounting solutions www.netsuite.com Oracle Provider of on-premise and hosted enterprise systems www.oracle.com Salesforce.com Provider of hosted CRM software solutions www.salesforce.com SAP Provider of on premise ERP systems and hosted CRM systems www.sap.com Yankee Group SaaS industry specialist and leading CRM analyst group www.yankeegroup.com Appendix III: RFP Outline 1. Introduction and Purpose RFP purpose Timeline Sequence of events 2. Company Background Vision and Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

integrate crm framework  (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

CRM Solutions Buyer's Guide


CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features.

integrate crm framework  Solutions Buyer's Guide CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features. Read More