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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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 project 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

Mixed-Mode Enterprise Resource Planning RFI/RFP Template

Financials, Human Resources, Discrete Manufacturing Management, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology 

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Documents related to » project resource planning crm

Services Resource Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business


Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) provides the basis of a system covering everything from initiation and planning to resource management, execution, and closing of projects and services.

Services- and project-based organizations make up a larger part of the business landscape today, as the economy has become more service- and project-driven in recent years. This project-driven service economy depends upon knowledge-worker productivity, and accurately predicting this productivity, including the time, skills, materials, and intellectual property that are required to produce favorable client outcomes, can help companies to succeed in a competitive landscape.

Whereas many companies still use standalone accounting, CRM, and PSA solutions that are not integrated, the new SRP applications in the cloud have emerged to remove those silos and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles.

project resource planning crm  and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles. Read More

Enterprise Resource Planning Systems Audio Conference


This is a transcript of an audio conference on Enterprise Resource Planning Systems presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a real time evaluation and selection. It then reviewed the critical differentiating ERP criteria, as well as detailed comparisons of the several major ERP vendors: SAP, Oracle, PeopleSoft, J.D. Edwards, Baan, Intentia, System Software Associates (SSA),Geac Computers, Industrial & Financial Systems (IFS), QAD, MAPICS, Symix Systems, Great Plains, and Lawson Software.

project resource planning crm  three main reasons that project teams run into trouble, in our view: Teams don''t have an effective way to identify the critical vendor and product criteria necessary to successfully initiate the evaluation process. They have no ability to prioritize the different criteria, once identified, relative to one another. As a result, final priorities are often more the result of internal political agendas than true needs and requirements. And finally, project teams have no ability to gather objective, Read More

A Dynamic Answer to Enterprise Resource Planning for Services


Enterprise resource planning (ERP) vendors do battle to win business and Epicor is leveraging Microsoft's technology to deliver a mid-market solution to services industries. Despite Microsoft's competing ERP offering, Epicor continues to build a Microsoft-centric solution with its partners' support.

project resource planning crm  industries that require strong project accounting, resource planning, and time and expense capabilities. With the combination of its customer service model, market expertise, and comprehensive functionality critical to larger services organizations, Epicor delivers a Microsoft-centric ERP for services offering where the Microsoft Dynamics product line falls short in delivering a complete ERP system for services organizations in the upper mid-market. Epicor Focuses on Its Customers Epicor''s emphasis on Read More

The Evolution of Enterprise Resource Planning Includes Service Industries


Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry. As a result, ERP for services has emerged as a viable software category competing with the best-of-breed vendors serving professional services sector industries.

project resource planning crm  management (CRM) packages, and project management tools. Consequently, users need to be extra diligent in identifying the solution that will best fit their needs. For organizations seeking an integrated solution, ERP vendors have extended their offerings to include project-centric and industry-specific functionality coupled with mature back-office capabilities. However, the challenge remains for the large ERP vendors to deliver the best industry-specific capabilities, since many of these offerings were Read More

A Guide to Selecting Process Enterprise Resource Planning Software


Today, the issue of regulatory compliance touches every enterprise, and process manufacturers are no exception. To answer the challenge of this new reality, vendors now offer enterprise resource planning systems with far more features and functionality than ever before. But how can an organization choose the right system to meet its business needs?

project resource planning crm  technology selections suggest that project teams examine five key categories of criteria. The first two categories examine product-specific capabilities, while the remaining three investigate the software vendor''s overall corporate capabilities. Let''s review these five key criteria categories: Category number 1—Product Functionality Product functionality is the primary phase in process enterprise resource planning (ERP) software selections. Simply put, this phase of the evaluation assesses the features Read More

Planning, Budgeting, and Forecasting Software Evaluation and Selection Guide


Enterprise planning—budgeting, forecasting, and reporting—is a crucial component of financial management that contributes to companies’ success. However, planning is often seen as a time-consuming burden. Find out how an enterprise planning system can help you deliver more timely and reliable plans and enhance strategic decision making, to more quickly identify, analyze, and forecast the impact of changes as they occur.

project resource planning crm  planning software,project planning software,planner software,strategic planning software,event planning software,advanced planning software,resources software planning Read More

Why Your Organization Needs Succession Planning


Succession planning is not a new concept—so why are so many companies not actively planning for the replacement of key positions, and risk losing valuable expert knowledge and skills with the imminent retirement of their leaders? Part of the problem may lie in not being well versed in the topic. TEC human resources (HR) analyst Sherry Fox addresses some FAQ so you can see the value of succession planning for your organization.

project resource planning crm  Your Organization Needs Succession Planning Once thought to apply only to “taking over a family business,” today succession planning is pertinent to companies of all sizes in all industries—all over the world. In this article, I’ll address some frequently asked questions (FAQ) that shed light on succession planning and why it’s important for your company. In the follow-up to this article, you’ll learn about four steps to making your succession planning initiatives a success. Succession Plann Read More

Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

project resource planning crm  contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

project resource planning crm  I was developing my project; namely, the bagel. It was a running joke among my non-techie friends. But its point and implications carry forward, even to this day, as I write about CRM, or, Customer Relationship Management: Be the customer as you design your CRM landscape. Be the Customer  When we think about implementing a CRM application, we tend to think about automating processes within Sales, Marketing, Customer Support, Field Force, and even Partner Relationships. But really, we should be focused Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

project resource planning crm  | Productivity Strategies | Project Productivity | Queues | Relationship Management | Sales and Service Productivity | Sales and Service Solutions | Sales Development | Sales Management | Sales Productivity | Sales Strategies | Sales Strategy | Service Productivity | Service Provision | Strategic Management | Strategic Plan | Strategic Planning | Strategic Planning Process | Support CRM Software System | Support CRM Structure | Support CRM System | Support CRM System Model | Support CRM System Process | Read More

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.

project resource planning crm  Alight,business plan,bpm,financial planning,strategic planning,business planning,planning software,management planning,project planning,planning process,planning production,production planning,system planning,life planning,business performance management Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

project resource planning crm  and online/offline campaign management, project management, and mobile CRM modules. 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.

project resource planning crm  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