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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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 successful crm and crm issues


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

successful crm and crm issues  Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in need. The Foundation has offices in San

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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 » successful crm and crm issues

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

successful crm and crm issues  step-by-step guide for a successful CRM implementation Making the leap to CRM doesn’t have to be a difficult process for your company. If you haven’t implemented a CRM system before, there are many resources available to help assist in your efforts so your CRM implementation can be a positive process for you and your company. Many companies have difficulty in knowing where exactly to start to get their CRM initiative off to the right start. Oncontact Software encourages you to utilize the Oncontact Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

successful crm and crm issues  is only the beginning. Successful CRM implementations start with a carefully defined organization-wide CRM strategy. Don’t forget: if you neglect to get user buy-in, you may end up with some very, very expensive shelfware. (See also How to Kill Your Software Selection Project in 10 Very Easy Steps ). How an Online Software Selection Process Can Help Compare which products adequately support the right mix of your enterprise's marketing, sales force automation, customer service, partner management, and Read More

10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

successful crm and crm issues  Steps to a Successful CRM Implementation 10 Steps to a Successful CRM Implementation If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software is a leading provider of customer relationship management (CRM) solutions for mid-market companies. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. 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.

successful crm and crm issues  actions to generate a successful CRM initiative. The double arrows denote an ongoing interaction with various elements and aspects of the enterprise to achieve this purpose. The three elements are leadership, program management , and change management ; each discipline provides a necessary but not sufficient component of success. This helps to explain the relatively low success rates within the industry. When CRM is approached from the perspective of technology only or project only, it is destined to Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

successful crm and crm issues  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

successful crm and crm issues  IT plays in a successful CRM initiative. Learn about CRM from the ground up, and how to turn it into more—and more profitable—business. TEXT CRM Without Compromise: A Strategy for Profitable Growth today.   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. 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.  

successful crm and crm issues  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. Read More

Microsoft Throws .NET At SMEs, With CRM As Bait


While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its appetite will remain in check for very long.

successful crm and crm issues  the alliance has been successful, evidenced by over 500 joint customers so far, out of over 1,100 Microsoft Great Plains' CRM customers in total. The reality is that both products will be competing in the same channel partners network sooner or later. Indeed, some Microsoft Great Plains' peers that also have partnerships with Siebel claim that their customers often prefer their native simplistic CRM functionality rather than complex and often overwhelming Siebel functionality. Furthermore, such Read More

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

successful crm and crm issues  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

successful crm and crm issues  to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first. 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.

successful crm and crm issues  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

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

successful crm and crm issues  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

successful crm and crm issues  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

successful crm and crm issues  Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation, CRM vendors, CRM list Read More