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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

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

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

introduction to salesforce crm  Sales Force Performance | Introduction to Salesforce | Backdrop Salesforce | Sales Force Automation | Sales Force Management | Sales Processing and Tracking | Strategies Associated with Sales | Software for Sales Force Automation | SFA Sales Force | SFA Leader in Software-as-a-Service | SFA Sales Force Search | SFA Considering Sales-Force | SFA Salesforce Reporting | SFA Buying Salesforce | SFA Sales Effectiveness | SFA Sales Strategy Productivity | SFA Salesforce Search Specializes | SFA Direct Sales 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

When ERP and CRM Connect in the Cloud


In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s Sales Cloud 2. The result is a cloud-based composite application focused on the lead management process. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), interviews Patrick Fetterman, Plex’s vice president of marketing.

introduction to salesforce crm  no longer needs an introduction; it has become the leading provider of cloud-based customer relationship management (CRM) systems, i.e., Sales Cloud 2 and Service Cloud 2 . A trailblazer in software as a service (SaaS), salesforce.com has forayed well beyond the realm of CRM. (We’ve previously covered salesforce.com’s expansion of its offering , diversification within the platform-as-a-service [PaaS] space , and focus on collaboration .) The Meeting of Plex Online and Sales Cloud 2 It was just a Read More

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.

introduction to salesforce crm  salesforce automation,maximizer crm 12,maximizer software,crm solutions,hosted crm solutions,online crm solutions,best crm solutions,mobile crm solutions,small business crm solutions,sage crm solutions,crm software solutions,free crm solutions,top crm solutions,maximizer crm software,web based crm solutions Read More

How To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients


In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider.

introduction to salesforce crm  To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider. Read More

Everything You Ever Wanted to Know About LMS But Were Afraid to Ask-Well Maybe Not Everything!


Today, if a company wants to retain its employees, it must take great strides to make their jobs more rewarding. To give their employees the learning experience they’re looking for, many organizations are now implementing learning management systems (LMSes).

introduction to salesforce crm  You Ever Wanted to Know About LMS But Were Afraid to Ask-Well Maybe Not Everything! As the 1977 Trooper song says We''re here for a good time, not a long time , and while the song was referring to living rather than working, the latter part of the lyric certainly holds true for today''s workforce. People just don''t stay at one job for very long anymore. For many organizations, gone are the days of simply hiring an employee, giving them a half decent salary with a few perks, and hoping like hell 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.

introduction to salesforce crm  use the software. The introduction of software-as-a-service (SaaS) approximately 6 years ago fundamentally changed this model. In essence, instead of buying the software and running it on your own hardware, the SaaS vendors provide the software as a subscription service running on their hardware typically in state-of-the-art data centers. Under this model there is no need to buy hardware or deal with the network connectivity, security and redundancy issues. In many cases, the SaaS solutions can be Read More

Lynx to Donate Advanced Messaging to Linux Open-Source Community


Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating system gains in popularity.

introduction to salesforce crm  to Donate Advanced Messaging to Linux Open-Source Community Lynx to Donate Advanced Messaging to Linux Open-Source Community P. Hayes - July 24, 2000 Event Summary SAN JOSE, Calif., Lynx Real-Time Systems, Inc., announced the donation of Lynx Messenger for BlueCat Linux, its high-performance messaging technology, to the Linux open-source community to establish a new standard for advanced CompactPCI inter-board messaging in distributed and high availability (HA) systems. Market Impact Lynx messaging Read More

How to Respond Faster to Customer Feedback


What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system.

introduction to salesforce crm  to Respond Faster to Customer Feedback What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system. 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

Key SCM Features to Look For (And Major Players to Look Out For)


Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions

introduction to salesforce crm  SCM Features to Look For (And Major Players to Look Out For) Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions. Key SCM Features The core purpose of any SCM Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

introduction to salesforce crm  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More