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Software Functionality Revealed in Detail
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 resource management 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

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.  

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Documents related to » resource management crm

Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

resource management crm  of choice. Resource management. Resource management is another core component for services organizations. PSOs need to be able to manage internal resources and contractors across multiple projects and portfolios. Contractor management, recruitment management, and resource planning, scheduling, and utilization are key features of this component. Time and expense tracking . This bridges project management and operations. It ensures that an end user''s work details, captured by the time and expense module, Read More

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.

resource management crm  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 Read More

Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

resource management crm  Planning CRM | Enterprise Resource Planning Solutions CRM | Sales Force Automation CRM | CRM ERP Software | CRM Marketing Automation | CRM Consulting Services | Web Based CRM Software Oracle | CRM Case Management Oracle | Management Tool Oracle | Software as a Service Saas Oracle | Software as a Service Improves CRM Oracle | Software as a Service Business Intelligence Oracle | ERP Software as a Service Oracle | Software as a Service Oracle Oracle | Saas CRM Customer Relationship Management Oracle | Saas Read More

7 Questions Most CRM Vendors Are Afraid You’ll Ask: Success Secrets for Managing Customer Management Software


Choosing the right customer resource management (CRM) application involves looking at its ability to solve many business challenges—both expected and unexpected. Analyzing CRM applications for their problem-solving acumen can help your business successfully select a platform that improves the way you do business, drives profits, and reduces risk, while minimizing IT resource requirements.

resource management crm  Choosing the right customer resource management (CRM) application involves looking at its ability to solve many business challenges—both expected and unexpected. Analyzing CRM applications for their problem-solving acumen can help your business successfully select a platform that improves the way you do business, drives profits, and reduces risk, while minimizing IT resource requirements. Read More

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

resource management crm  InsideCRM is definitely key resource for understanding where things are going. CRM Magazine ( http://www.destinationcrm.com/ ) CRM magazine has been (and continues to be) the voice of the industry for years. Led by people like managing editor Josh Weinberger and senior editor Marshall Lager, CRM magazine and its digital properties are at the forefront of covering the impact social media is having on the industry. 1to1 Media ( http://www.1to1media.com/ ) Another of the venerable voices in the industry, Read More

Asset Management


Asset management is crucial for businesses that wish to keep costs down while running an efficient service. Waer Systems has taken its experience in controlling inventory and has applied it to the management and reservation of an organization’s assets. Waer’s cloud-based solution, WAERlinx, provides companies with the resources to systematically process operations, maintenance, and the upgrading of assets, cost-effectively.

resource management crm  provides companies with the resources to systematically process operations, maintenance, and the upgrading of assets, cost-effectively. Read More

Business Performance Management Basics: An Overview of Business Performance Management and Its Benefits to the Organization


Business performance management (BPM) includes setting key performance indicators, using data mining to discover data patterns and using software to help drive business decisions and develop corporate strategy. For an organization, there are many benefits to implementing a BPM solution.

resource management crm  Performance Management Basics: An Overview of Business Performance Management and Its Benefits to the Organization Originally published - April 12, 2006 The market uses the terms business performance management (BPM), corporate performance management (CPM), and enterprise performance management (EPM) interchangeably. Vendors and industry analysts use these terms to describe performance management, but essentially they all mean the same thing. BPM represents the next generation of business Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

resource management crm  , the HRMS (Human Resource Management System) plus SCM (Supply Chain Management) software company. At first blush it struck many as an odd pairing of two companies desperate for some good corporate vision. But Peoplesoft (with Vantive) seems to have renewed vigor. If execution and focus are a part of the culture now at Peoplesoft, it all may pay off in the end (see PeopleSoft 8 Launched - Anything to Write Home About? ). All the while, in the late 90''s dot-com craze, when money was free and Read More

MODX Web Content Management: Vendor Profile


Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report.

resource management crm  Web Content Management: Vendor Profile Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report. 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.

resource management crm  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 Read More

Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

resource management crm  Data Management: Big Data Proves Catalyst to Updating Data Management Strategies Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain. Read More

Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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.

resource management crm  Project Workforce Management for PPM for PSA Certification Report Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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, Read More

More Than "Talent": Exploring Talent Management and Workforce Management as a Continuum


“Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management technologies—so you can help each and every one of your employees reach their potential and make the most of your entire workforce.

resource management crm  Than Talent : Exploring Talent Management and Workforce Management as a Continuum “Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management Read More

The Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management


Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and supportable IT infrastructure.

resource management crm  Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and Read More

Risk Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept


Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Environments. This is part two of a two part white paper. Part One Risk Mitigation and Functional Requirements in Dynamic Compliance Environments.

resource management crm  Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Read More