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 software selection process crm

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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

Should Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process


This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken, structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view.

software selection process crm  Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process Introduction There are a number of studies that point to a high rate of enterprise resource planning (ERP) and customer resource management (CRM) implementation failure. There are many reasons for these failures. The selection phase has been identified as a key area where problems arise. The proof of concept (POC) is a tool sometimes used within the selection process to overcome these issues. The P 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 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.

software selection process crm  In this scenario Exact Software took first place in the overall model, as indicated in Figure 7. Selection teams can easily see how changes in their priorities impact the rank and scores of the vendors. This information is particularly useful when a selection team is trying to determine which vendors to include on the short list. A selection team''s priorities will customize the knowledge base, resulting in a unique rank based on the priorities. Figure 7 TEC''s CRM Knowledge Base (continued) Yet another Read More

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.

software selection process crm  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. Read More

Cezanne Software


Cézanne Software provides human capital planning (HCM) and management software, and develops and designs solutions that enable organizations to better plan and optimize the human side of their business. The company’s focus is to provide the business owner with people-centered solutions to manage the execution and evolution of business processes that are critical for the organization's success. The privately held company's North American headquarters are in Boston, Massachusetts (US). Cézanne Software is a global software vendor with more than 300 company clients in Europe, North America, Latin America, and West Africa.

software selection process crm  Software Cézanne Software provides human capital planning (HCM) and management software, and develops and designs solutions that enable organizations to better plan and optimize the human side of their business. The company’s focus is to provide the business owner with people-centered solutions to manage the execution and evolution of business processes that are critical for the organization''s success. The privately held company''s North American headquarters are in Boston, Massachusetts (US). 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.

software selection process crm   Read More

Ultimus Adaptive BPM Suite 8.3 for Business Process Management Certification Report


Ultimus Adaptive BPM Suite 8.3 is TEC Certified for online evaluation of business process management (BPM) 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

IFS Applications (v. 7.5) for Process Manufacturing ERP Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the 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

GFI Software


GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses

software selection process crm  Software GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses Read More

iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

software selection process crm  ERP Software Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration. 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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