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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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 ms crm implementation bi

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.

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Business Intelligence (BI) RFI / RFP Template

Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements  

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Documents related to » ms crm implementation bi

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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Cincom Sticks to CONTROL of ETO and MRO Part 2: Market Impact


Cincom's latest product release covers many new bases, is architecturally adequate and remains a well-attuned offering for ETO and MRO enterprises. While it is a competitive product that will create buzz in its markets, the road to success is by no means guaranteed.

ms crm implementation bi  database is Oracle or MS SQL Server. This concludes Part 2 of a 3-part note on Cincom Systems. Part 1 detailed the recent announcements. Part 3 will discuss the challenges faced by Cincom and make User Recommendations. Read More

Scala and Microsoft Become (Not So) Strange CRM Bedfellows


The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the participants that compete in the other enterprise applications fields, will it last? For the time being, Microsoft will likely be content to help Scala attack or keep the satellite divisions of its bigger competitors, particularly those of their common rival - SAP.

ms crm implementation bi  functionality, as it allows MS CRM to go far beyond what most other CRM systems provide in terms of support for products and inventory. Namely, the product features the ability to store multiple price lists, information on units of measure (UOM) and item master detail, while other CRM systems are concerned primarily with the customer records and transactions. Eventually, MS CRM will provide automatic bidirectional synchronization with the Microsoft Business Solutions (MBS) Great Plains system and the Read More

Microsoft Paints CRM Landscape On Lately A ‘Still Nature’ Business Applications Scenery


While most of its applications co-opetitors have been licking their wounds and bracing for a long summer drought, fat cash cushioned Microsoft has been putting together the pieces of its CRM (and likely the overall enterprise applications) strategy mosaic

ms crm implementation bi  disabled functional features. The MS CRM product''s functionality includes basic contact management (interaction and opportunity) as part of Sales Force Automation (SFA), simple e-mail based marketing campaign tools, and call management (customer service ticket queues) with a basic customer service knowledge base, content authoring and approval workflow. These features are what the targeted customers likely need at this stage. An affordable, no-frills out-of-the-box application with minimal implementation Read More

ERP Demand Being Re-heated


As reported on March 5 in The Dallas Morning News/KRTBN -- E-commerce may get all the attention, but information technology experts say the demand for enterprise resource planning professionals is almost as hot.

ms crm implementation bi  in ERP and e-business. Ms. Gomolski said companies reduced spending on ERP in the second half of 1999 because they had to focus on the year 2000 bug, which affected computer systems that represented years as two digits. Now companies are struggling to find qualified professionals to implement ERP systems. The trouble is that so many qualified ERP pros already have been lured into e-commerce projects, Ms. Gomolski said. The shortage is an opportunity for non-technical professionals to enter the high-tech Read More

Rapid Implementation Methodology


It's a sad but well-known fact that many software implementation projects run out of time and money. Certain crucial activities tend to have striking effects on the cost of an implementation. But it's possible to stick to plans and budgets, provided that you do the right things and avoid the traps. Discover which parts of a software implementation are worth spending extra money on in order to minimize risk and cost.

ms crm implementation bi  Software Implementation Steps , WMS Software Implementation , Warehouse Management Systems Software Implementation , Software Implementation White Papers , Software Implementation Risk , Modifications of the Standard Software , Software Integration , Software Implementation Methods . Contents   Introduction Executive Summary Cost drivers - and how to manage them Modifications of the standard software Integration Fixed price Technology Roll out Project Organization About the author Used acronyms Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

ms crm implementation bi  Customer Relationship Management Buyer''s Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

Choosing the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation


The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success.

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Saleslogix CRM Best Practices Guide


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

ms crm implementation bi  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

ms crm implementation bi  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

Managing ERP Implementation Projects to Deliver Increased ROI


ERP implementation projects have the potential to make or break a business. A well-implemented ERP solution can enable an organization to grow, run more cohesively, and drive substantial benefits in metrics. This report, based on an Aberdeen survey of 188 respondents, illustrates how Best-in-Class organizations scope out their ERP project plans and then manage and measure to deliver return on investment. Download the report.

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Avoid the 8 Deadly ERP Implementation Sins


In ERP systems: how to avoid the 8 implementation sins, find out how to avoid the 8 deadly sins that bring down ERP implementations every daytakin...

ms crm implementation bi  ERP lifesaver. In ERP Systems: How to Avoid the 8 Implementation Sins , find out how to avoid the 8 deadly sins that bring down ERP implementations every day—taking resources, expectations, and careers along with them. A successful ERP implementation can provide better business intelligence, streamline business operations, reduce costs, and ultimately help you grow your business . Find out how to avoid common pitfalls such as misunderstanding the benefits of the system, lack of proper business process 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.

ms crm implementation bi  CRM for banks, CRM for banking, CRM insurance industry, financial services CRM, CRM industry, Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

ms crm implementation bi  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More