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Software Functionality Revealed in Detail
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 introduction to salesforce crm

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

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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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.

introduction to salesforce crm  Relationship Management Strategy, Contents Introduction The Eight CRM Essentials CRM Essential 1: Rapid Time to Value CASE STUDY: Ryder CRM Essential 2: Point-and-Click Customization CASE STUDY: DoubleClick CRM Essential 3: A 360-Degree Customer View CASE STUDY:Harris Interactive CRM Essential 4: Real-Time Visibility CASE STUDY:Genesys Conferencing CRM Essential 5: No More Dirty Data CASE STUDY:Millennium & Copthorne Hotels PLC CRM Essential 6: High Adoption CASE STUDY: Symantec CRM Essential 7: Read More

Maximizer CRM Version 11 Highlights


Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product (3.0, launched in 1996, one year after the acquisition of

introduction to salesforce crm  Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product ( 3.0 , launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “ a full-featured contact management Read More

Social ERP Emerges, Transforms the Way People Work (Part 2)


In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the benefits of social media in ERP, social capabilities and features, and also pointed out that user adoption and corporate governance must be considered when rolling out these tools. This second post provides an in-depth look at the different approaches major ERP vendors have taken to integrate social capabilities into their ERP systems and provides some tips for users looking for a social ERP system.

introduction to salesforce crm  ERP systems with the introduction of Ming.le into the Infor 10x suite capabilities. Ming.le, formally announced in the spring of 2013, is part of Infor 10x, which provides major advancements across the entire suite of applications. Ming.le was more than two years in the making and provides the collaborative hub for collaborating across the Infor product suite. Unlike other vendors that have been slow to bring the collaborative capabilities across their product offerings, Infor Ming.le is now available Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

introduction to salesforce crm  CRM Implementation Firm . Introduction As your company embarks on a CRM initiative, the software selection is only one facet of a successful project. As part of this process, you may consider implementing your CRM system with internal resources. Some software and on-demand vendors position their products as easy to implement and easy to use, suggesting that your organization try to do it itself. As outlined in this article, there are many benefits in selecting a CRM implementation partner. Even in Read More

Salesforce.com Wants to Help You Transition to a Customer Company


Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud software company had an amazing transition over the years—once dismissed as a fad-like niche sales force automation (SFA) vendor with glorified contact management capabilities, salesforce.com is now a $3 billion (USD) enterprise software

introduction to salesforce crm  (PLM) and new product introduction/ideation, mostly for less complex products. In fact, salesforce.com already has an ideation product, from the Kenlet acquisition in 2007, whose original product CrispyNews has been used at Salesforce IdeaExchange, and is now called Salesforce Ideas . Generally speaking, while companies can provide apps that are customer focused, the rest of the enterprise must be able to align with this new strategy. Some manufacturing companies have, for example, put in advanced Read More

How to Make People More Willing to Share Knowledge in Their PLM Environment


In Why Some People Don’t Like PLM, Graham McCall said that some product lifecycle management (PLM) users’ reluctance to share knowledge with others is the obstacle toward higher acceptance of PLM. I thought his point made perfect sense, and my instant reaction was to ask myself: How can this problem be resolved? Ideally, a PLM system is a platform for people to work together. This means that

introduction to salesforce crm  to Make People More Willing to Share Knowledge in Their PLM Environment In Why Some People Don’t Like PLM , Graham McCall said that some product lifecycle management (PLM) users’ reluctance to share knowledge with others is the obstacle toward higher acceptance of PLM. I thought his point made perfect sense, and my instant reaction was to ask myself: How can this problem be resolved? Ideally, a PLM system is a platform for people to work together. This means that knowledge sharing is mutually Read More

The High Cost of Change for ERP: What Does It Take to Keep Up-to-date?


Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better.

introduction to salesforce crm  High Cost of Change for ERP: What Does It Take to Keep Up-to-date? Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better. Read More

10 Ways to Use ERP to Lean the Manufacturing Supply Chain


A lean supply chain is more than just those activities relating directly to supply chain management (SCM). Lean supply chain improvements require a commitment to finding the correct mix of efficiency and responsiveness. But the reward is great for manufacturers that do embark on the path to lean. Using the right enterprise resource planning (ERP) software can be your key to reaping the benefits of lean SCM. Learn how.

introduction to salesforce crm  Ways to Use ERP to Lean the Manufacturing Supply Chain A lean supply chain is more than just those activities relating directly to supply chain management (SCM). Lean supply chain improvements require a commitment to finding the correct mix of efficiency and responsiveness. But the reward is great for manufacturers that do embark on the path to lean. Using the right enterprise resource planning (ERP) software can be your key to reaping the benefits of lean SCM. Learn how. Read More

From Lead to Money: A Step-by-Step Guide to More Deals in Record Time


Lead to money spans all aspects of the process from when leads are generated to when revenue is brought in. All companies have a lead to money process, but often haven’t invested the time and resources needed to streamline it. The main goal of this process is help sales close deals as effectively and quickly as possible. But there are five main processes taking place simultaneously, often disjointedly. This white paper covers each of these five processes and the way each needs to evolve to become more streamlined.

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Using SumTotal Systems to Build a Structured Approach to Learning and Development


Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how.

introduction to salesforce crm  SumTotal Systems to Build a Structured Approach to Learning and Development Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how. Read More

Ariba Network to Move to SAP HANA


In keeping with its strategy to move everything to the cloud—and to the in-memory SAP HANA platform—SAP recently announced plans to move the Ariba Network to HANA by the end of 2014.

introduction to salesforce crm  Network to Move to SAP HANA In keeping with its strategy to move everything to the cloud—and to the in-memory SAP HANA platform—SAP recently announced plans to move the Ariba Network to HANA by the end of 2014. With 1.5 million companies in over 190 countries conducting over half a trillion in commerce on an annual basis, the Ariba Network is by far the largest and most global business-to-business (B2B) trading platform in the world. And with the move to HANA, it is expected to become the fastest Read More

How to Use Technology to Redefine Today’s Economy


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introduction to salesforce crm  to Use Technology to Redefine Today’s Economy Today we’re in an era of technology-driven transformation. That means you can attain higher profits when you use technology to redefine your products, your services, and/or how the industry in general works. Unfortunately, most companies are using technology only one way—to lower costs and become more efficient. They view technology as a way to “do more with less,” “streamline the workflow,” and “trim expenses.” Sound familiar? While this Read More

8 Questions to Ask to Successfully Negotiate a Phone System Deal


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introduction to salesforce crm  Questions to Ask to Successfully Negotiate a Phone System Deal Getting the wrong business phone system can be a costly, long-term mistake. Learn how to get the right phone system for your company''s requirements in 8 Questions to Ask to Successfully Negotiate a Phone System Deal . From cost, service, and support considerations to features and future scalability, you''ll know what to ask to get everything you need—from the right vendor, at the right price. Download your PDF copy of 8 Questions to Ask to 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.  

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