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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 implementation plan


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

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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 implementation plan

A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

integrate crm implementation plan  norm. Companies attempting to integrate sales process with automation can elevate their expectations to making the way they sell a competitive advantage. Consider the number of loss reports in which sales people cite price or product as the reason for losing. If product is to blame then the opportunity was never really qualified. For non commodity offerings, if price were the major variable, procurement could make vendor decisions. While almost never mentioned, most losses occur because one seller Read More

SAP Finds CRM Partner for Marketing Tools


On December 6, SAP revealed it had entered into a partnership with Recognition Systems Group of the United Kingdom to add marketing-planning and campaign-management features to its customer-relationship management suite.

integrate crm implementation plan  dilemma: whether to fully integrate its internally developed CRM modules with its R/3 ERP system and risk the possibility of losing customers to quicker-to-market ERP competitors or CRM niche players, or to jump on the bandwagon and hastily deliver sub-optimal CRM functionality. It chose a third option of partnering. We believe that SAP has caved under the pressure from the marketplace not only to deploy a solution but to also articulate its product development strategy. If SAP had blindly followed its Read More

On-demand ERP in the Enterprise: A Practical CIO Guide to Implementation


Discover a framework for crafting a software-as-a-service (SaaS) strategy in your company. Examine key concerns such as data integrity, maintaining compliance, and ensuring proper process management, as well as approaches to help maximize your return on investment (ROI). A SaaS solution for your enterprise resource planning (ERP) or accounting system might be your ticket to improved business and application performance.

integrate crm implementation plan  without ever having to integrate data from disparate systems. Denis Pombriant Managing Principal Beagle Research Group [With NetSuite] a customer begins to realize ROI immediately... with no hardware to procure, no up-front license fee, and no complex set-ups. Jayson Maynard Research Analyst Credit Suisse Once implementation has been completed, one other highly significant distinction of the on-demand model becomes evident. There’s no need to wait for the next upgrade cycle in three or four year’s Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

integrate crm implementation plan  opportunities to streamline and integrate front-to-back office business processes and drive real-time analysis of customer interactions. And leading many organizations through this dramatic shift in strategy, capability and structure is the newly appointed Chief Customer Officer. This paper presents the three E's and outlines TSC's 5-Step Action Plan for driving the organizational changes necessary to deliver experience, execution and equity Introducing The Three E's of CRM Experience Although internal Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

integrate crm implementation plan  Past, Present, and Future Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

integrate crm implementation plan  CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

integrate crm implementation plan  Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts. 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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

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Best Practices for ERP Implementation


Is your organization just beginning an enterprise resource planning (ERP) project, in mid-installation, or trying to recover from a failed or stalled implementation? Download this white paper to learn some strategies for successful ERP software implementation, including common ERP pain points (and how to avoid them), key considerations for new ERP projects, differentiators of best-in-class ERP implementations, and tips to make your ERP implementation more successful.

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Implementation Tips from the Trenches


The successful and timely implementation of a new enterprise resource planning (ERP) solution is not a process to be taken lightly. A highly-skilled team of application specialists has gathered together in this whitepaper key advice and best practices for your implementation process. Learn how to keep your implementation on time and on budget from specialists who triumph every day on the implementation front lines.

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Saleslogix CRM Best Practices Guide


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

integrate crm implementation plan  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

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 implementation plan  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

JD Edwards Post-implementation Systems Assessment: How to Ensure You Get the Most Value from Your Implementation


Software implementation can be complex. Even when it seems all your business processes and systems are “go” after the implementation of an enterprise resource planning (ERP) solution, there might still be room for improvement. Find out how a post-implementation system assessment of technical and functional systems can improve data capture accuracy, increase user buy-in, and boost your return on investment (ROI).

integrate crm implementation plan   Read More

Proven Implementation Methodology Is the Determining Factor


Successful implementation of an extended ERP system is the result of knowledgeable and dedicated people working together. It entails company-wide commitment, openness to change, good planning and experienced guidance. Three primary criteria determine the probability of recognizing significant return on investment (ROI) from an ERP system. Using these criteria as guidelines during the system selection process and subsequent implementation can ensure that the chosen system will support and enable the business improvements envisioned. That’s ROI.

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