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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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 sales intelligence crm


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

sales intelligence crm  CRM: How to Maximize Sales and Service Productivity : Analytical CRM | Analytics Intelligence | Apply CRM Software System | Apply CRM System | Apply CRM System Model | Apply CRM System Process | Apply CRM System Solutions | Apply CRM System Structure | Apply CRM Tools | Apply Precision Marketing | Applying CRM Software System | Applying CRM Structure | Applying CRM System | Applying CRM System Model | Applying CRM System Process | Applying CRM System Solutions | Applying Precision Marketing | Benefits of

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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

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 » sales intelligence crm

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.

sales intelligence crm  Customer Support, and Field Sales and Service, all in an effort to increase Customer Satisfaction, improve internal morale, increase sales, and differentiate the company from its competitors. Figure 1. Click here to view larger image Operational CRM Operational CRM is at the heart of what we've previously just called CRM. It includes the components of CRM software that interact with the Back Office applications (such as ERP, SCM, and e-Procurement) in order to get product moving ; it includes all of the Read More

Business Intelligence


The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make better decisions, by providing the right information to the right people at the right time. Moreover, employees increasingly suffer from information overload, and require solutions that make informed decisions a more natural part of the everyday work experience.

sales intelligence crm  by clicking on the Sales by Item Class graph on the dashboard above. Analysis Cubes can also be accessed by Reporting Services to provided web based reporting and analysis, printed reports, or scheduled email distribution of information. Below is an example of an Accounts Receivable Aging report that could be accessed online or emailed to a salesperson providing aging information for their customers. In this example by clicking on any of the customers you can drill down to the detailed transactions that Read More

Business Intelligence: The Key to Optimizing Sales, Marketing and Bottom Line Results


When it comes to marketing, sales and customer service there’s no question that the second approach delivers higher value—especially in an age when companies are combating unprecedented competition while being forced to do more with less. The reality is this: choose the second example or risk being second best. This white paper explores why actionable business intelligence is so critical in today’s business environment and how Maximizer Software’s customer relationship management (CRM) solution can be used to deliver actionable intelligence when and where it’s needed most.

sales intelligence crm  it comes to marketing, sales and customer service there’s no question that the second approach delivers higher value—especially in an age when companies are combating unprecedented competition while being forced to do more with less. The reality is this: choose the second example or risk being second best. This white paper explores why actionable business intelligence is so critical in today’s business environment and how Maximizer Software’s customer relationship management (CRM) solution can be Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

sales intelligence crm  Dan Chiazza Director, Global Sales Operations Harris Interactive CRM Essential 4: Real-Time Visibility To stay competitive, businesses must mind their metrics. Constantly monitoring the health of the business, determining what s working and what s not, and making adjustments to improve operations and increase revenue are essential to surviving and thriving in today s competitive market. As easy as it sounds, every executive knows that too often, it s difficult or impossible to get the timely analysis Read More

YOur CRM Solution in Our 2011 CRM Buyer's Guide


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sales intelligence crm  more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software on the TEC site in the last 12 months—being in the TEC CRM Buyer's Guide may be your best way to develop new business in 2011. (Apply for listing Read More

Creating Competitive Advantage with Business Intelligence Pervasiveness


Pervasive business intelligence (BI) results when organizational culture, business processes, and technologies are designed and implemented with the goal of improving the strategic, operational, and tactical decision-making capabilities of a wide range of internal and external stakeholders. Read about creating a BI strategy and improving your BI competency.

sales intelligence crm  Competitive Advantage with Business Intelligence Pervasiveness Pervasive business intelligence (BI) results when organizational culture, business processes, and technologies are designed and implemented with the goal of improving the strategic, operational, and tactical decision-making capabilities of a wide range of internal and external stakeholders. Read about creating a BI strategy and improving your BI competency. Read More

Logi 9 Business Intelligence Platform: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

sales intelligence crm  9 Business Intelligence Platform: Business Intelligence (BI) Competitor Analysis Report This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

sales intelligence crm  and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. 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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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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Business Intelligence Buyer's Guide (Summary Edition)


This buyer guide is for business owners, managers, decision makers, and anyone interested in learning about the deployment of business intelligence (BI) systems across large enterprises as well as small to medium businesses (SMBs). It presents a comprehensive view of the wide spectrum of BI software solutions currently available and investigates how they match different types of organizations according to size and need.

sales intelligence crm  Intelligence Buyer's Guide (Summary Edition) This buyer guide is for business owners, managers, decision makers, and anyone interested in learning about the deployment of business intelligence (BI) systems across large enterprises as well as small to medium businesses (SMBs). It presents a comprehensive view of the wide spectrum of BI software solutions currently available and investigates how they match different types of organizations according to size and need. Read More

The Sales Cloud


In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere.

sales intelligence crm  Sales Cloud In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere. Read More