X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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.  

Evaluate Now

Documents related to » introduction to salesforce crm

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

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

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

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

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.

introduction to salesforce crm  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. Read More

Three Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program


For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within business operations can be severe, resulting in disrupted workflow and reduced productivity or output. Implementing a SAW/RWT program to properly manage absence and disability can address these and other issues, significantly reducing costs. Learn more about the benefits.

introduction to salesforce crm  Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within business operations can be severe, resulting in disrupted workflow and reduced productivity or output. Implementing a SAW/RWT program to properly manage absence and disability can address these and other issues, significantly reducing costs. Learn more about the benefits. BEGINL 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

How to Improve Business Results through Secure Single Sign-on to SAP


On top of the many challenges faced by IT managers today comes yet another challenge: ensuring efficient and secure user access to SAP. Because of the unencrypted communication between users’ workstations and the backend servers, the SAP environment—and the confidential data it stores—become vulnerable. With a secure single sign-on solution to SAP, however, you can significantly improve the security of this environment.

introduction to salesforce crm  to Improve Business Results through Secure Single Sign-on to SAP On top of the many challenges faced by IT managers today comes yet another challenge: ensuring efficient and secure user access to SAP. Because of the unencrypted communication between users’ workstations and the backend servers, the SAP environment—and the confidential data it stores—become vulnerable. With a secure single sign-on solution to SAP, however, you can significantly improve the security of this environment. Read More

To BEA or Not to BEA: Is That the Question?


BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business solutions, as members of their BEA Professional Service Provider Program. These new providers span the United States and the EMEA (Europe-Middle East-Africa) markets, and will leverage their vertical market and e-business expertise to implement the BEA eLink™ suite.

introduction to salesforce crm  BEA or Not to BEA: Is That the Question? To BEA or Not to BEA: Is That the Question? M. Reed - July 6, 2000 Event Summary BEA Systems Inc., announced that twelve Business-To-Business and Enterprise Application Integration vendors have teamed with them to provide e-business solutions, as members of their BEA Professional Service Provider Program. These new providers span the United States and the EMEA (Europe-Middle East-Africa) markets, and will leverage their vertical market and e-business expertise to Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

introduction to salesforce crm  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It''s the only business suite that leverages a 100 percent browser-based Web interface via 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

To ERP or Not to ERP (In Manufacturing, It Isn't Even a Question)


Despite the benefits that enterprise resource planning (ERP) brings to manufacturers, Aberdeen findings from 2010 suggest that 26% of manufacturers have yet to implement ERP. This report looks at the performance of companies that have implemented ERP software versus the companies that have not. It also examines the capabilities that companies with ERP have compared to those that don't.

introduction to salesforce crm  ERP or Not to ERP (In Manufacturing, It Isn''t Even a Question) Despite the benefits that enterprise resource planning (ERP) brings to manufacturers, Aberdeen findings from 2010 suggest that 26% of manufacturers have yet to implement ERP. This report looks at the performance of companies that have implemented ERP software versus the companies that have not. It also examines the capabilities that companies with ERP have compared to those that don''t. 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