X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 total crm process


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

total crm process  Comparison 5 Year Year Total Cost of Ownership Projection for Premise-base Solution Source: Sheryl Kingstone, Yankee Group IDT CRM Conference Materials Assumptions: 30 Users - Sales; Marketing and Customer Support CRM Implementation HOSTED Cost Category Year 1 Year 2 Year 3 Year 4 Year 5 5Yr TCO User License 60,000 60,000 60,000 60,000 60,000 300,000 License Support - - - - - - Profesional Services 15,000 15,000 15,000 15,000 105,000 Hardware Infrastructure 9,000 - - 9,000 - 18,000 Networking Operations

Read More


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.  

Evaluate Now

Documents related to » total crm process

The Wizardry of Business Process Management: Part 5


Part 1 of this blog series started a lengthy discussion about the value proposition and parts-and-parcels of business process management (BPM), with an ensuing focus on Pegasystems (also known as Pega) as one of the leading BPM suite providers. Part 2, Part 3, and Part 4 then analyzed in depth a number of the vendor’s “BPM secret sauce” ingredients. Pega is one of the leading vendors in the

total crm process  the health of the total BPM system by tracking the performance of the application touch points. The software can spot and diagnose problems and send alerts to system administrators when performance falls below a preset threshold. Also in late 2008, Pegasystems introduced what it called a cloud computing -based platform as a service (PaaS ) software layer on top of the SmartBPM engine that makes it possible to replicate a process instance and deploy it to a separate business unit. This add-on layer to 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.

total crm process  the percent of the total decision assigned to the selected criterion (in this case CRM Analytics). The current Relative Importance of CRM Analytics is 11.11%, as stated in parentheses below the X-axis. The Y-axis is the Weighted Average. The graph indicates that as the Relative Importance of CRM Analytics increases, the scores for Microsoft and Genesis Global Technologies decrease while the score for Exact Software increases. The graph also indicates that the rank of the vendors would change if the Read More

chinadotcom In The "Process" of Acquiring Ross Systems


Mid-market process ERP vendor Ross Systems is being acquired by its Chinese distributor, chinadotcom. Unlike some recent acquisitions that are based on the consumption of weaker players to pilfer a customer base, this acquisition appears to provide both parties with solid strategic benefits. This may be an acquisition made of the right reasons - to capitalize on a market growth opportunity.

total crm process  year (see Figure 1). Total revenues for the quarter were $13.0 million as compared to $11.4 million in Q4 2002, which is an increase of 14 percent, while the software license revenue at $4.7 million increased an impressive 30 percent from the previous year's same quarter (see Figure 2). This growth was reportedly fueled by significant wins in the life science and food and beverage markets. Some of the fiscal year 2003 highlights would be: Ross added three new vertical special interest groups for food and Read More

The Wizardry of Business Process Management - Part 2


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts-and-parcels, and the software category’s value proposition.  At the end of that post, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via a bit of humor and the metaphor of the classic “Wizard of Oz” movie. Namely, on March 23

total crm process  Challenges Pega’s growth rate, total revenues, focus, and financial stability argue for the vendor’s bullish posture and a goal of becoming a US$1 billion software company, although I will believe it when I see it. There is certainly much room for expansion for Pega, in terms of new international presence, penetrating new industries, and relying more on partner delivery (rather than via its direct force). Pega markets its software and services primarily through its direct sales force. Strategic Read More

The Impact of IT Service on Business Process Management


There are potential benefits of operating business process management (BPM) side-by-side with business service management (BSM). BPM and BSM are emerging technologies: BPM is concerned with the orchestration and management of effective business processes, while BSM focuses on the operational effectiveness of the enabling IT services. These technologies are mutually beneficial to one another. This white paper is intended for managers interested in implementing robust BPM solutions in IT-dependent business scenarios or managers looking to lay down a basic foundation for effective on-demand utility computing. It addresses the partnership between Fuego and Proxima Technology, vendors in BPM and BSM solutions.

total crm process  business process mgt,business process management tools,business process modeling,business process,business process reengineering,business process systems,business process guide,business process workflow,process improvement,performance management Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

total crm process  ERP & CRM Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, Read More

Keys to Operational Excellence in the Process Industries


Find out in operational excellence in the process industries.

total crm process  keys operational excellence process industries,keys,operational,excellence,process,industries,operational excellence process industries,keys excellence process industries,keys operational process industries,keys operational excellence industries,keys operational excellence process. 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.

total crm process  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

Customer Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM


Customer-facing processes are challenging to manage because they are always changing. Conventional workflow automation and stand-alone business process management (BPM) technologies lack many critical components found in customer relationship management (CRM). However, converging BPM and CRM provides the responsiveness, cost-effectiveness, and manageability to achieve optimal results. The converged approach helps align priorities enterprise-wide, reduce risks, and unblock revenue growth potential.

total crm process  Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM Customer Process Management: The Real-time Enterprise Depends On the Merging of CRM and BPM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. It is a challenging time to be a customer centric company when every experience counts. But there is good news: Consona CRM products can help. Built on the foundation of two world-class solutions, formerly Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

total crm process  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Sales Process Map


Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters.

total crm process  sales process map,increase leads generation,optimize sales leads,sales leads qualification,sales deals,increase sales,marketing automation,salesforce Read More

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

total crm process   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.

total crm process  business process workflow,bpm business process management software,business process management bpm software,business process management tool,business process mapping,business process management solution,business process management software tools,workflow and business process management,business process management in,business process automation software,business process management training,business process management services,of business process management,business process management systems,business process consulting Read More