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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 white papers


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

total crm white papers  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 white papers

These are the Times of CRM Vindication and Validation - Part 3


Part 1 of this series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times” and authored by Microsoft Dynamics CRM and Oracle CRM, respectively. The blog post made the case for forward-looking enterprises to leverage customer relationship management (CRM

total crm white papers  mix,  marketing  departments need total visibility into marketing data through a unified CRM application. This visibility enables organizations to determine lead-to-revenue metrics and to understand their true ROMI (return on marketing investment). These metrics should in turn allow them to more tightly link  demand generation  activities to sale execution, with the ability to adjust tactics as conditions change. Targeting the right prospects from the start is one of the fastest ways to reduce Read More

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 as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

total crm white papers  department can get the total customer insight they need to build a stronger, more profitable business. Sales executives get better insight into customer information and sales activities and finally have instant access to accurate pipeline information and forecasts. And with the ability to add partner relationship management, channel sales can be managed right alongside inside sales, for an integrated view of all your sales activities. Marketing executives can measure and manage the effectiveness of their Read More

How to Choose the Right Hosted CRM Solution for You


How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing a hosted CRM solution that’ll provide the benefits of an on-premise CRM solution without the need for a complex implementation or the assistance of an in-house IT team. Hosted CRM is a cost-effective solution that promises a quick return on investment (ROI).

total crm white papers  solution? What are your total CRM project cost limits? Do you have the in-house IT resources to support an on premise solution? What degree of customization are you expecting from a CRM application? Do you have the safeguards in place to securely manage in house datacenters? How could you benefit from an in-depth view of your sales pipeline? How could your salespeople be better managing customer relations? How can you improve your customer-support services and activities? How easily can you generate Read More

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.

total crm white papers  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

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

total crm white papers  Commerce Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development Read More

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.

total crm white papers  CRM for banks, CRM for banking, CRM insurance industry, financial services CRM, CRM industry, Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation Read More

CRM Essentials


CRM Essentials is a management consulting and advisory firm focusing on customer relationship management strategy and processes.

total crm white papers  Essentials CRM Essentials is a management consulting and advisory firm focusing on customer relationship management strategy and processes. Read More

Compare Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less


How can we provide you with an accurate. CRM software comparison or an accurate process enterprise resource planning software comparison in 10 min...

total crm white papers  Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less How can we provide you with an accurate CRM software comparison or an accurate process enterprise resource planning (ERP) software comparison in 10 minutes or less? Simple. We poll the leading CRM / leading process ERP vendors on how well their solutions support the full range of CRM / process ERP features and functions. After verification, we load their responses into our online decision support system (DSS).* This means you Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

total crm white papers  but this is a totally different story ). It gives people access to knowledge that otherwise can be hard to obtain (and I’m not talking about torrents and illegal download Web sites). The fact that people can share experiences they had in their personal or professional lives will surely benefit others. If used wisely, social media can bring huge benefits to its users and does not require important investments from them. It is true that all social media networks require registrations, therefore users 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 white papers  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

TEC’s Latest CRM Buyer’s Guide Highlights Game-changing Innovations


Technology Evaluation Centers (TEC) has released its latest Customer Relationship Buyer’s Guide: Innovations in CRM. Produced by TEC research analysts, this comprehensive buyer’s guide provides an up-to-the-minute look at the major trends that are revolutionizing the world of CRM: cloud computing, social media, collaboration tools, mobile technology, and extended CRM functionality. Along with the vital facts on CRM features and benefits buyer require to make good, informed decisions on CRM, the guide also lays out the pros and cons of each key area of innovation—and uses real-life examples to show how companies are using innovations in CRM to successfully attract and retain customers.

total crm white papers  Latest CRM Buyer’s Guide Highlights Game-changing Innovations TEC’s Latest CRM Buyer’s Guide Highlights Game-changing Innovations Technology Evaluation Centers (TEC) has released its latest Customer Relationship Buyer’s Guide: Innovations in CRM. Produced by TEC research analysts, this comprehensive buyer’s guide provides an up-to-the-minute look at the major trends that are revolutionizing the world of CRM: cloud computing, social media, collaboration tools, mobile technology, and extende 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.

total crm white papers  CRM should offer better Total Cost of Ownership (TCO) due to the native integration to the Microsoft technology pile and the rest of the Great Plains product portfolio, all founded on the .NET framework. Consequently, the Siebel / Great Plains partnership may feel some strain although 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 Read More

NetSuite 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 white papers  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

Total Reward Management: Don't Leave Your Line Manager Alone


A total reward management system can help companies leverage their most complex and volatile asset: its human capital. Partnerships between human resources and line managers, and using collaborative platforms to communicate incentives and goals can increase strengthen a company's competitive advantage.

total crm white papers  and market a custom, total reward offer to each member of the team. It's not a small investment, but today's technology can really help. What is at stake? The ability to maximize total personnel investment, drive more motivation, retention, and performance at no additional cost. This article analyzes the four fundamental events in order to face, with pragmatism and effectiveness, the total reward management (TRM) challenge. Managing people is a discipline that, unlike other managerial fields, changes Read More