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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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 software selection process 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 » software selection process crm

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.

software selection process crm  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

Software Evaluation and Software Selection


Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an enterprise’s needs, what-if scenarios, and supporting graphics and reports are essential when making a software selection.

software selection process crm  Evaluation and Software Selection It is daunting for corporate IT buyers to discern the true capabilities, strengths, and weaknesses of a given enterprise application suite. Buyers'' project teams are inundated with marketing information from vendors struggling to differentiate themselves. Functional cross-over and software integration have caused product overlap and a lot of confusion in the market. Mergers and acquisitions are also creating problems, as companies cannibalize the competition to gai Read More

Should Your Software Selection Process Have a Proof of Concept? Part Two: Advantages, Disadvantages, and Conclusion


A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively high. Risk can be measured by two key variables. These variables are complexity of requirements and level of expertise of the selection/implementation team. The more complex the system requirements, the greater the benefit obtained from a POC.

software selection process crm  Your Software Selection Process Have a Proof of Concept? Part Two: Advantages, Disadvantages, and Conclusion Advantages and Disadvantages to the Client There are a number of advantages to the proof of concept (POC) for the client including Expectation synchronization with the vendor Improved ownership of the implementation process Identification of functional gaps or overselling Better understanding of investment required. More accurate scoping provides a better understanding of the investment requir Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

software selection process crm  customized demonstrations of the software to validate the functionality and get a feel for each product''s ease of use. Selection teams then issue a Request For Quote (RFQ) to the short list vendors. The RFQ typically details such costs as license fees, maintenance fees, and the implementation procedure and fee structure. The selection teams draw on the demo performance and RFQ responses to negotiate the price and terms with each of the short list vendors. Finally, one of the vendors is chosen and a Read More

Your Guide to Enterprise Software Selection: Part One


Enterprise software selection is a risky undertaking for any organization. Find out how you can reduce the risk with a best-practice approach to assessment, evaluation, and selection—and learn how to reduce the time and cost involved in choosing the right solution.

software selection process crm  or inaccurate. In many software selection projects, there is not enough emphasis on the importance of this phase, which causes many failures, and can even result in disaster for companies during and after implementation. TEC''s decision support system facilitates fast and accurate compilation of business processes, and maps them to the features and functions of a software solution. By closely following the steps outlined within this phase, an organization can produce a complete and understandable 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.

software selection process crm  Marketing | Creating CRM Software System | Creating CRM Structure | Creating CRM System | Creating CRM System Model | Creating CRM System Process | CRM | CRM Analysis | CRM Analytics | CRM and ERP | CRM Application | CRM Applications | CRM Approach | CRM Architect | CRM Architects | CRM Architecture | CRM Articles | CRM Association | CRM Basics | CRM Benchmarking | CRM Benefits | CRM Best Practice | CRM Best Practices | CRM Blog | CRM Books | CRM Business | CRM Business Process | CRM Business Solutions | Read More

Global Software


Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations worldwide, Global Software’s products are used in 39 countries. Global's European headquarters are in London, UK, and they have distributors in the United Kingdom, Canada, Australia, Italy, Spain, Mexico, New Zealand, Germany, Switzerland, France, Denmark, and Israel.

software selection process crm  Software Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations Read More

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.

software selection process crm  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. 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.

software selection process crm  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 intellectual capital and software functionality were key, you 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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Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) 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.

software selection process crm  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Bizagi BPM Suite 9.1 Business Process Management Product Certification Report


Bizagi BPM Suite 9.1 by Bizagi is now TEC Certified for online evaluation of business process management solutions in TEC's BPM 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 this BPM product's highlights, competitive analysis, product analysis, and in-depth BPM analyst commentary.

software selection process crm  for assistance with their software selection projects. Download this report for this BPM product''s highlights, competitive analysis, product analysis, and in-depth BPM analyst commentary. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

software selection process crm   Read More

CHAMPS Software, Inc.


Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets.

software selection process crm  on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets. Read More

Pronto Software Limited


For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like you.  Your business is our business, so we’ll make sure that, rather than offering you anything off the shelf, we’ll listen to exactly what it is you need. By understanding where you are, we can understand where we can take you. Next, we adapt what we already have to make sure it fits your  business perfectly. We know that the best solutions are the product of revisions and improvements, fine-tuning and perfecting. That’s why our support services are always on hand to field questions and spot opportunities. To back them up, we’ve also built up an online knowledge base, with contributions from staff, industry experts, and Pronto Xi customers just like you. Finally, we reveal a solution that we know will help you take your business to the next level. Our easy-to-use software, fully integrated with IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie.

software selection process crm  Software Limited For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like Read More