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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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 total crm tutorial


Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

total crm tutorial  is defined as the total of the discounted value of all of a firm's customers. By that definition, it incorporates quantity of purchases, operating margins, marketing, sales, and service costs (or development, acquisition, and retention costs), and a projection of future purchases. More importantly, it represents three critical components of a customer's net worth to the firm: value , brand and retention . Value represents the price-cost relationship of the product or service between the firm and the

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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 » total crm tutorial

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 tutorial  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

Cookie-cutter Solutions Won't Cut It with the Mid-Market Part Two: Challenges and the Lower-End


More than their larger counterparts, small and medium businesses (SMB) are looking for relatively simple and inexpensive software that is easy to install yet easy to customize and extend.

total crm tutorial  sometimes not necessarily offer total extended-ERP functional scope but still only a part thereof. By the time the customer puts together modules to build a full collaborative enterprise system for a mid-market company, and then adds up the multiple implementation time and cost, all the touted benefits may be annulled when incumbent mid-market vendors cover all the bases with their well-entrenched offering. While fixed time and cost solutions delivered packaged from pristine laboratories do have their Read More

Selecting PLM Software Solutions Part 4 - Comparing 3 Vendors


In PLM, there is no single vendor that can meet all of the requirements, and the market is still immature, so almost every product can be the right solution provided a certain set of requirements. In this part of the article we review 3 vendors who offer products to the PLM market - IDe, Thetis, and PDMware - as a demonstration that selecting the appropriate solution is highly dependant on the prioritized needs of the business.

total crm tutorial  on investment (ROI) and total cost of ownership (TCO) expectations. Many companies have consequently been stuck with under-performing software products and dejected users, and are still unable to gauge their system to determine how far they are from the ideal solution for their business requirements Enterprise technology selections for ERP, CRM, SCM, and other enterprise applications provide valuable lessons that can be applied to selecting PLM (Product Lifecycle Management) software, but there are some Read More

Lawson


Lawson Software (Nasdaq: LWSN) provides software and service solutions to 4,000 customers in manufacturing, distribution, maintenance, and service sector industries across 40 countries. Lawson’s solutions include enterprise performance management, supply chain management (SCM), enterprise resource planning (ERP), customer relationship management (CRM), manufacturing resource planning (MRP), and enterprise asset management (EAM). Headquartered in St. Paul, Minnesota (US), Lawson has forty offices worldwide. Lawson provides open, standards-based software solutions that fundamentally improve customers’ business performance. The open architecture of Lawson’s solutions gives customers superior quality, a low total cost of ownership and a path to a service-oriented architecture (SOA). Lawson’s technology platform--Lawson System Foundation 9--combines Lawson's newest technology with world-class middleware from IBM for a high-performance solution that delivers comprehensive security, scalability, and usability. It also preserves customers' choice of hardware platform while providing a foundation for next-generation Lawson applications designed for use within SOA environments. Lawson is building its next-generation applications using its Landmark technology environment, which dramatically reduces the amount of source code and produces virtually error-free, consistent Java code. This Java-based code delivers interoperability that protects and extends Lawson customers’ existing IT investments while ensuring compatibility with future applications and technologies. Lawson’s industry focus and flexible product design enables fast and easy deployment. The company’s expertise within its target markets allows its services teams to radically simplify the process of deploying Lawson applications. As a result, customers save time, effort, and expense in implementing, maintaining, and using Lawson applications. In addition, Lawson’s professional services organization provides industry-specific implementation advice focused on best practices and value delivery.

total crm tutorial  superior quality, a low total cost of ownership and a path to a service-oriented architecture (SOA). Lawson’s technology platform--Lawson System Foundation 9--combines Lawson's newest technology with world-class middleware from IBM for a high-performance solution that delivers comprehensive security, scalability, and usability. It also preserves customers' choice of hardware platform while providing a foundation for next-generation Lawson applications designed for use within SOA environments. Lawson is Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

total crm tutorial  Real Challenge of CRM: Employee Buy-In The Real Challenge of CRM: Employee Buy-In If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. 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. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Read More

A Case Study and Tutorial in Using IT Knowledge Based Tools Part 2: A Tutorial


This tutorial, part 2 of a two part series on Knowledge Based Selection, demonstrates the selection processes and capabilities of Knowledge Based Selection Methods and Tools. These tools, integrated with business decision making procedures, can arguably reduce selection risk and improve chances for success in IT projects. Given the appalling rate of IT project failures, selection can potentially help reduce risk in some 30% of cases, with an associated estimated cost of about $30B annually to industry according to some sources. In this tutorial, we illustrate a number of the procedures for rapid decision processing through the real-life selection of a PDA device. The process gave confidence to the argument to wait for the solution, while weighing risk against return.

total crm tutorial  In Figure 5, the total expected cost is measured for each PDA in my shortlist on the y-axis. Interestingly, the Jornada has the best ROI, and would win in this scenario. However, the chart also tells me from the table at the bottom of the figure that a cost reduction of $44 - some 8% - would give me the same ROI for the iPAQ. Unfortunately, my sway with Priceline.com - where I eventually bought the product and accessories for $499.95 - was inadequate on this basis since the price would have had to be Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




total crm tutorial  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

total crm tutorial  no shortcuts. It takes total commitment and leadership to achieve success. This is part two of a two-part note. Part one discussed CRM and the benefits it can bring to an organization. Part two addresses the issue of how to create a credible business case for CRM and get the CEO engaged in the process. About the Author Glen S. Petersen is an internationally recognized speaker, writer, practitioner, and thought leader in the CRM and e-business industries. As a visionary and early adopter of sales force Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

total crm tutorial  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this 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.

total crm tutorial  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. Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

total crm tutorial  companies; and Agresso’s customary lower total cost of ownership (TCO), while pre- and post- implementation ongoing change capabilities help too. Agresso has hereby also established a CRM Service Hub of more than 100 full-time professional services experts.  This team collectively has decades of CRM experience selling, implementing and supporting Oracle Siebel and Microsoft products, as well as the original product underpinning Agresso CRM (formerly CCS CRM ).  The Agresso CRM Service Hub is based 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.

total crm tutorial  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

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

total crm tutorial  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Read More