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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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 real time crm articles


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

real time crm articles  CRM providers have a real workflow engine to permit full process automation. After the initial burst of enthusiasm for CRM in the late 1990s, CRM as a category suffered a confidence blow as enterprise-level systems were not embraced by the employees who were supposed to use them. Although workflow-enabled, the complexity of the user interface of these expensive onpremise CRM applications ultimately doomed these projects to failure. For the most companies, these platforms were expensive, and not worth the

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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.

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

Process 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, human resources) and include, with varying degrees of acceptance and skill, many solutions that were formerly considered peripheral (product data management (PDM), warehouse management, manufacturing execution system (MES), reporting, etc.). While 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 old adage is "Such a beginning, such an end", and, consequently, many ERP systems' failures could be traced back to a bad software selection. The foundation of any ERP implementation must be a proper exercise of aligning customers' IT technology with their business strategy, and subsequent software selection. This is the perfect time to create the business case and energize the entire organization towards the vision sharing and a buy in, both being the Key Success Factors (KSFs). Yet, these steps are very often neglected despite the amount of expert literature and articles that emphasize their importance.    

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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

real time crm articles  reductions and the very real possibility of sliding into an irrevocable decline. What Can You Do? Cutting costs while maintaining growth is a formidable challenge at the best of times, but during a downturn, it can seem almost impossible. To meet these goals, SMBs will need to look for practical solutions that will help them to drive productivity and increase effectiveness across their operations. Increasingly, companies like yours are turning to business software and CRM applications in particular, to Read More

The Lexicon of CRM - Part 1: From A to I


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM.

real time crm articles  a screen either in real time (usually when the user tabs out of the field), or in batch (typically when the user attempts to leave the screen). Types of validation include: checking for the existence of data, and checking for data that is entered in a particular format. GPS - Global Positioning System . Starting to be incorporated in CRM Field Force Automation systems, so that the home office knows the location of its field resources (either people or vehicles or the like), and can use that data for more Read More

Precision Marketing: Strengthening the Value of CRM


All organizations, across all industries, have one thing in common—a deluge of customer data idling somewhere waiting to be monetized. Most likely, the similarities end there. The accuracy, depth, and accessibility of data are as varied as the products and services offered by organizations. The use of this data is what separates successful organizations from those who go bankrupt.

real time crm articles  customers. As a result, unrealized revenue opportunities continue to simmer right within the CRM system until these prospects find a competitor to meet their needs. Leading organizations are proof that marketing automation tools and applications are vital to success. In the Precision Marketing Benchmark Report 1, the Aberdeen Group found that top performers invest in precision marketing tools and services at greater levels in order to understand and influence the purchasing decisions of customers as Read More

CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

real time crm articles  time to establish a real strategy that responds to the company's unique layout. Once a big chunk of the budget is spent on software and material acquisition and integration fees, decision makers find it hard to invest an extra 10 percent for user training and change management. Be aware of last minute changes, unscheduled mini-trainings, and poor communication that could jeopardize your entire CRM project. We have seen many companies start over after months of technical settings and implementation. CRM Read More

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

real time crm articles  customer relationship management, CRM, CRM system, CRM system comparison, CRM system comparison guide, on-demand CRM system comparison, on-demand CRM system guide Read More

How SMEs Can Tap Into Real-Time Business Intelligence


InHow SMEs Can Tap Into Real-time Business Intelligence you'll learn why manual data analysis isn't enough...

real time crm articles  SMEs Can Tap Into Real-Time Business Intelligence How SMEs Can Tap Into Real-Time Business Intelligence Small and medium enterprises (SMEs) need to be nimble-seizing opportunities as they arise and fixing problems almost before they happen. But if your company still runs on spreadsheets, you're not getting the timely, accurate business intelligence (BI) you need to act quickly. In How SMEs Can Tap Into Real-time Business Intelligence you'll learn • why manual data analysis isn't enough • how BI tools Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

real time crm articles  high, and many times real integration was never achieved. Successful companies realized that integration along the entire process chain was the only way to gain a lasting competitive advantage. The need for change grew under the terms of global competition. So far, few companies have used the time profitably, redefining their own strategies and reshaping business processes for a truly customer-driven enterprise. Operational excellence in today's context needs to encompass not only customer-facing 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.  

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Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

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Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

real time crm articles  channels and touchpoints, in real time. Here are some examples of simple interaction policies: If a platinum customer withdraws more than ten thousand dollars, have a sales rep call. If a customer reports a change of address to the call center, offer a mortgage on his or her personalized Web page. With the ability to create actionable business rules like these, marketing teams will be able to roll out tactical plans for how the organization will meet customer needs and demands while providing a Read More

Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

real time crm articles   Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

real time crm articles  opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is nothing more than CRM using social media tools. Does Social Media Affect Human Welfare? Yes, it does, and in many ways. Of course, different people have different views on the use of social media but I think it has a great impact on human welfare for the following reasons: It is Read More