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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 white papers


Business Answers at Your Fingers: The Real-time Value of BI
Today’s businesses are challenged by a multi-dimensional and continually evolving competitive environment. Top-performing organizations must develop strategies

real time crm white papers  at Your Fingers: The Real-time Value of BI Today’s businesses are challenged by a multi-dimensional and continually evolving competitive environment. Top-performing organizations must develop strategies to manage the growth of data volume and complexity while exploiting that data to create quicker business insight. See how these top performers are leveraging (near) real-time analytics to proactively manage their business and drive huge performance improvements.

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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

Business Intelligence (BI)

Business intelligence (BI) and performance management applications enable real-time, interactive access, analysis, and manipulation of mission-critical corporate information. These applications provide users with valuable insights into key operating information to quickly identify business problems and opportunities. Users are able to access and leverage vast amounts of information to analyze relationships and understand trends that ultimately support business decisions. These tools prevent the potential loss of knowledge within the enterprise that results from massive information accumulation that is not readily accessible or in a usable form. It is an umbrella term that ties together other closely related data disciplines including data mining, statistical analysis, forecasting, and decision support. 

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Documents related to » real time crm white papers

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

real time crm white papers  the approach. Assess the real relationship between the drivers of equity originally identified and their actual impact/sensitivity. A number of creative ways to prototype new operating models exist. One model frequently used is the Loyalty Club . Many companies will provide special services to customers who display a certain level of purchase frequency. Airlines are a prime example, as are rental car companies. This same concept can be applied in testing a new operating model. Be creative and take some Read More

These are the Times of CRM Vindication and Validation - Part 3


Part 1 of this series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times” and authored by Microsoft Dynamics CRM and Oracle CRM, respectively. The blog post made the case for forward-looking enterprises to leverage customer relationship management (CRM

real time crm white papers  than a casual one. Real-time tracking is an essential element of this process, since time is of the essence when responding to a prospect’s interest. Marketers and sales managers should both have current statistics on active programs as well as the analytical tools to delve into past campaigns. When integrated with lead tracking, marketing analytics can provide compelling  return on investment (ROI)  analysis for use in budgeting and campaign planning. Companies must link demand generation to sales Read More

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

real time crm white papers  systems should communicate in real time so that current data across the enterprise is available to all authorized system users. New generation CRM systems also facilitate information interchange. For example, they make easy supplier collaboration as an extension to supply change management. Account information when a prospect becomes an active customer Account changes in Front Office CRM and Back Office databases Re-enter Sales Orders information for each account Return Merchandise Authorization Read More

These are the Times of CRM Vindication and Validation - Part 2


Part 1 of this blog series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times,” authored by Microsoft Dynamics CRM and Oracle CRM, respectively. My post made the case for forward-looking enterprises to leverage customer relationship management (CRM) solutions to

real time crm white papers  deliver real-time decision-making capabilities. Real-time decisions can suggest useful complementary personalized products or services to offer customers at the point of their interactions, while providing organizations with the benefit of an automated  cross-selling  solution. For example, a customer who just purchased a new  smartphone  online is a good candidate for an unlimited data plan, a leather carrying case, and a car charger. Nothing Without Industry Focus CRM vendors are also offering more Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

real time crm white papers  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

real time crm white papers  Remember that success is really a function of getting all the sections correct, so an assignment of a lower point score does not infer that one can neglect that area. The point score for each section will be included in the lead description of each section. After assessing each section, your points will be totaled and compared to the 1,000 point potential. Points for each criterion are allocated as percentages. If the criterion requires a yes or no answer, then either 100 percent, or 0 percent is Read More

Pivotal CRM Is Now a TEC Certified Solution


TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions. Pivotal CRM covers a wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management.

real time crm white papers  wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management. The solution is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM is also able to take into account security profile settings to display corresponding features and functions to users according to their profile.  Pivotal is delivered both in public cloud (SaaS), private cloud (hosted), and on-premise Read More

TechExcel CRM


TechExcel Customer Suite is an integrated CRM solution focused on customer service throughout the customer life cycle. As a modular system, TechExcel can be deployed in its entirety or by model. Its features include process automation, knowledgebase management, workflow, and customer self-service.  

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Microsoft Dynamics CRM by ERT


Microsoft is bringing Customer Relationship Management (CRM) software into a new era with Microsoft Dynamics CRM 2011. It is a flexible CRM solution that works the way your people do, works the way your business does, and works the way IT wants it to.Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 2011, an all-new Customer Relationship Management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft Dynamics CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook —the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works —and works very well— because it works the way your users already do, works the way your business already does, and works the way technology should.CRM is one of the most exciting and fastest growing concepts in business today. ERT Group’s CRM consultants can make it possible for your company to shift to a customer-centric focus by implementing a single, fully integrated CRM system.

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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

real time crm white papers  crm buyer guide,crm,buyer,guide,buyer guide,crm guide,crm buyer. Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

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Saleslogix CRM Best Practices Guide


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

real time crm white papers  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

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