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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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 resource planning template 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

Process Enterprise Resource Planning (Process ERP) RFI/RFP Template

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

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Documents related to » resource planning template crm

Case Study: A New Standard for Resource Planning in the Railway Business


Railion Nederland N.V. is an independent operating company of Railion Deutschland, the largest rail cargo transporting company in western Europe. The company transports almost 25 million tons, more than 70 percent of which is of an international nature. Railion needed a planning solution to overcome the drawbacks of its old system, which had been designed for passenger transport. Find out which system it chose, and why.

resource planning template crm  A New Standard for Resource Planning in the Railway Business Case Study: A New Standard for Resource Planning in the Railway Business If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Quintiq Planning & Scheduling software is unique in the sense that it comprises standard software creating an exact fit to the customer’s needs. The Quintiq software is applicable for strategic, tactical and operational planning and real time event Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

resource planning template crm  environment through an enterprise resource planning structure. I spent a few weeks narrowing down the selection field through Internet research and inquiries to both hosted and on-site vendors. I ended up with only six vendors who could handle all our requirements (because we wanted to duplicate-house our data on site). Report card: How well did they sell?   Aplicor A+ Notes The technology did not fit our needs, and the salesperson was kind enough to direct me to another CRM vendor that would be more Read More

Implementing Enterprise Resource Planning: Lessons Learned from the Front


Successful enterprise resource planning (ERP) implementations can force organizations to reevaluate their business practices and processes, create a higher understanding of the need for data accuracy, and enable a more effective data-sharing environment. However, such high-level benefits require a new approach to project implementation—one that applies the lessons of the past to reinvent the systems of the future.

resource planning template crm  Resources Related to Enterprise resource planning (ERP) : Enterprise resource planning (ERP) (Wikipedia) Implementing Enterprise Resource Planning: Lessons Learned from the Front Enterprise resource planning (ERP) is also known as : ERP Network , Software Systems , Integrated ERP Software , ERP Solutions , MRP Systems , ERP Software , Material Requirements Planning , Manufacturing Resource Planning , Enterprise System , E-procurement , ERP Modeling , Service Management , Information Technology Management 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.

resource planning template crm  operational and forecast information resource planning becomes easier. Inter-Organization Communications. Workflow can support activities that stretch across many organizations (such as supply-chain support processes), improving efficiency across the board. Benefits To Your Service and Sales Staff and Customers Improved customer service. Armed with accurate and timely data on recent customer interactions, service issues and problems, customer service staff can make well-informed decisions about how best Read More

5 Tips to Assure a Successful ERP Implementation


Are you preparing to oversee an enterprise resource planning (ERP) implementation project? Are you worried about the statistics that report less-than-successful ERP implementations? While there are many reasons a given implementation project may be less than perfect, there are a few steps you and your ERP implementation team can take to increase your chances of success. Learn about the five steps to a positive outcome.

resource planning template crm  ERP Implementation : Enterprise Resource Planning (ERP) (Wikipedia) 5 Tips to Assure a Successful ERP Implementation ERP Implementation is also known as : Enterprise Resource Planning Implementation , ERP Implementation Project , ERP Implementation Plan , Implementation Project , ERP System Implementation , Implementing ERP , Benefits of ERP Implementation , ERP Software Implementation , ERP Implementation Methodology , ERP Implementation Planning , ERP Implementation Examples , Cincom ERP Implementation Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

resource planning template crm  exactus crm,exactus software,palm crm,customer service software,crm tools,crm 3.0,sales crm software,analytical crm Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

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Agiline 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 planning template crm   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.

resource planning template crm  provide ongoing guidance and resources to see it through. Program Management The use of the term program management is deliberate. Program management typically is used on multiphase projects and implies a more complex environment and the accountability for achieving results. Any CRM project that resembles an enterprise initiative requires the skill and sophistication of program management. Change Management As outlined above, CRM is a change management issue for any organization attempting to embrace it. Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

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Reduce the Pain of ERP Upgrades with Better Planning


In the white paper reduce the pain of ERP upgrades with better planning, you'll learn how to create a successful upgrade plan, with steps for impl...

resource planning template crm  the Pain of ERP Upgrades with Better Planning Face it: system upgrades are no fun. But to really make your ERP purchase worthwhile in the long term, maintenance is key to protecting its value and serving your evolving business needs. In fact, companies that don''t upgrade miss out on the financial benefits of newer and more cost-effective technology. So how can you ensure the upgrade is a smooth transition ? In the white paper Reduce the Pain of ERP Upgrades with Better Planning , you''ll learn how to Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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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.

resource planning template crm  resources to implementing enterprise resource planning (ERP) systems. Yet most planning is still performed using spreadsheets, electronic mail, and countless staff hours, an approach cheap in software terms, but ever-so-costly in the long term, because spreadsheets are not suited to effectively managing large amounts of data. Among other things: Business rules (formulas) are mixed with data and prone to corruption. Files must be sent backwards and forwards. Presenting or analyzing data from different Read More