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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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 mobile resource planning 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

Discrete Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today’s leading ERP systems group all traditional company management functions (finance, sales, manufacturing, and human resources). Many systems include, with varying degrees of acceptance and skill, solutions that were formerly considered peripheral such as product data management (PDM), warehouse management, manufacturing execution system (MES), and reporting. During the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The foundation of any ERP implementation must be a proper exercise of aligning customers'' IT technology with their business strategies, and subsequent software selection. 

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Documents related to » mobile resource planning crm

Web-based Enterprise Resource Planning Solution Exhibits Lean Approach


SSI's approach appeals to process manufacturers, as well as some discrete manufacturers with short lead times and high volumes, where the traditional manufacturing resource planning (MRP) approach often shows many shortcomings (and can even be a recipe for disaster).

mobile resource planning crm  services for remote and mobile data collection, and for machine integration at plant level. The vital information from this level, integrated with ERP data (and analyzed and presented in the form of key performance indicators [KPIs] in job and role-based portals), gives a level of management support and increase in personal productivity that has not been available so easily before. SSI users often cite the great ability to manipulate the front end to suit their individual personalized needs (for senior ex Read More

Don’t Forget to Factor In Mobile ERP When Selecting a New ERP System


A 2011 study of mid-market manufacturers sought to understand the nature of demand for mobile access to enterprise resource planning (ERP) and other enterprise software. This study surveyed over 200 executives, all of whom reported involvement in software selection at manufacturing companies with more than $100 million (USD) in revenue. Read this article to learn about the current state of mobile ERP for mid-market manufacturers.

mobile resource planning crm  tablet computers, and other mobile computing devices—and the associated increase in applications designed for them—the obvious question is when users of enterprise solutions including enterprise resource planning (ERP) will be able to access company-wide solutions from their mobile devices in meaningful ways. In mid-2011, as IFS prepared for the release of IFS Touch Apps , its mobile ERP initiative, IFS North America conducted a study among executives at middle-market-to-large manufacturers to better Read More

Vendor Defends Its Strongholds with Focused Enterprise Resource Planning Solution


Strategic Systems International (SSI) needs no special introduction to British process industries (such as consumer products manufacturers and whisky distillers), but it largely remains a well-kept secret elsewhere.

mobile resource planning crm  development, shop floor connectivity, mobile applications, and technical consultancy). The vendor is relatively atypical for its one-stop-shop approach, and its depth of IT and scope of application and service is significant, given its relatively smaller size, as well as peer vendor offerings. Namely, SSI combines broadly packaged enterprise system authorship, systems implementation and integration, and managed services provision—as well as pragmatic coverage of the extended-ERP scope, including Read More

The New Mobile Order


IT is feeling the pressure to allow users to access sensitive corporate data via their personal mobile phones. Employees want the flexibility to use applications such as enterprise resource planning (ERP), customer relationship management (CRM), e-mail and instant messaging not only from within the workplace, but at any time from any device. Yet, with network security and customer privacy at stake, IT has been slow to bow.

mobile resource planning crm  data via their personal mobile phones. Employees want the flexibility to use applications such as enterprise resource planning (ERP), customer relationship management (CRM), e-mail and instant messaging not only from within the workplace, but at any time from any device. Yet, with network security and customer privacy at stake, IT has been slow to bow. 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.

mobile resource planning crm  field sales via a mobile smartphone means that sales reps can follow up on new prospects the minute leads come in to managers back at the office. Overall, according to IDC, information flow between the sales rep and the manager is improved, as vital data is available to the manager sooner, which can aid in decisions made about the sales cycle. 2) Lack of real-time visibility in the field and from the field lack of ability to share documents with colleagues and managers lack of ability to see the latest Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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4 Steps to Successful Succession Development Planning


So you’ve determined that you need to develop a succession planning strategy in anticipation of the retirement of key personnel. Now what? How do you identify and select the employees for development and who do you need to involve in the process? In her latest article, TEC human capital management (HCM) analyst Sherry Fox outlines key considerations and four essential steps to a successful succession planning initiative.

mobile resource planning crm  Steps to Successful Succession Development Planning To effectively undertake a succession planning initiative at your organization, you must first identify your company’s long-term goals. Often companies know what they would “like” to see happen over the next three to five years, but don’t necessarily know how to put their ideas into practice. As a company grows and its business strategy evolves, its leadership needs can change significantly. To meet these needs, companies must adjust their Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the 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.

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Planning at the Business Unit Level


Planning at the business unit level is most commonly done in spreadsheets, with cost center inputs gathered using workbook templates that are difficult to format and consolidate. While business units can’t escape from “spreadsheet hell” using a corporate business performance management (BPM) system, they can streamline planning and analysis processes with the right software solution. Find out how.

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SAP BusinessObjects Edge Planning and Consolidation: Streamline Planning and Reduce Business Risk


Chief financial officers (CFOs) and other senior managers are under tremendous pressure to maximize profitability, reduce operational costs, minimize risk, and improve stakeholder confidence. Read about an application that can help you streamline operations, instill confidence, and reduce risk. The solution provides planning, budgeting, and forecasting and supports financial consolidation and reporting operations.

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

mobile resource planning crm  call centers, websites and mobile sales forces. Once the vision is properly formulated it is important to model the business processes required to fulfill the vision. After the business processes have been modeled it is necessary to determine the functionality and technology requirements that enable each of the business processes. In summary, the procedure is as follows: Document the CRM vision -> Determine the business processes required to enable the Vision -> Determine the functionality and technology Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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Planning and Forecasting: Use Continuous Planning and Rolling Forecasts to Support Adaptive Management


Change may be the only constant in business. But why do so many companies lock themselves into a rigid system of annual plans, budgets, and targets that make rapid response to changing markets—and increasing competition—difficult, if not impossible? Discover how you can replace tedious annual planning cycles with regular business performance reviews and rolling forecasts, for more informed and accurate decision making.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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