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Software Functionality Revealed in Detail
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 what is a crm solution


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

what is a crm solution  I have no idea what is available?” The problem with this statement is that it is not what is available that should guide your thinking at this stage (yes this comes later for those of you who enjoy reading ahead). The real question at this early point is ‘what do you need’ to accomplish your customer relationship management objectives? Approaching this question from the ”what’s available” perspective will almost certainly lead to a myopic view of your actual requirements that is driven by 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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » what is a crm solution

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

what is a crm solution  divided into eight sections: What is Workflow What Workflow is not A Simple Example of Workflow at Work The Benefits to Your Company The Benefits to Your Customer Service and Sales Staff as well as your Customers The Six Essential Elements of Workflow in a hosted CRM Application Key Workflow Terminology You Must Understand Where to Start Your Planning Process What is Workflow Workflow is the automation of your business processes through which documents, information or tasks are passed from one Read More

A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

what is a crm solution  strategy, answer the following: What is the best source for customers? Were they referrals, or did they find you on their own? Did they respond to direct marketing or external sources? On first contact, what information did they seek? Did the sale stem from self-service or assisted interaction? What was the ROI for the campaign? Consider also the absence of certain inquiries. Why, for example, are there no Web inquiries from prospects already in the non-Web channel customer base? Analyzing Web-based Read More

A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

what is a crm solution  a good idea of what is required for the system. SugarCRM hands out the recognized developer award to partners and individuals based on the code, application design, or community support these people provide. This is part of SugarCRM's effort to grow its partner community, especially in different areas of the world and shows that they give credence to wisely managing their open source project contributions. Finally, in looking at their roadmap, we can see that e-mail marketing, Microsoft Outlook contact Read More

How to Sell Management on a New CRM Solution


CRM solutions can help small and midsize companies manage the myriad ways they interact with customers—from marketing to new and potential customers to improving their customer support. These solutions integrate new social and collaboration tools, making it easier to connect with customers, and are available via the cloud, making CRM more affordable for smaller companies. Know all the reasons you need a CRM solution.

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Configuration Guide: Managing Virtual Servers Using a Virtual Machine Manager and a Clustered File System


Virtual data centers must enable increased physical server use and central management of virtual machine infrastructure. A clustered file system, with a virtual machine manager (VMM), can add critical new management and migration capability to current virtual servers. Before installing and configuring VMM, find out the hardware and software required for migration and integration, and helpful “how-to” pointers.

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Agiline 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.

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Enterprise On-Demand CRM Comparison Guide


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

what is a crm solution  customer relationship management, CRM, CRM system, CRM system comparison, CRM system comparison guide, on-demand CRM system comparison, on-demand CRM system guide Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

what is a crm solution  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is Read More

Deacom Certification at a Glance: A Prelude to the Certification Report


We recently certified Deacom Integrated Accounting and ERP Software v 10.4. Before sharing my impressions of Deacom’s product, I would like to briefly describe the certification process so you can better understand how it works. The Process: It all starts with a request for information (RFI) file, which is a hierarchical list of system features and functions that the vendor completes by

what is a crm solution  be too fancy anyway. What really matters for an ERP is the functionality behind the interface—which should be robust and complex, but also flexible and logical like Deacom ERP. Legacy data can be imported and integration with other systems is possible (e.g., ADP and other payroll software). Securities and user access can be managed at the window, menu, tab, and even field level. Furthermore, exceptions to the default securities of each user group can be defined, which makes administration tasks easier. Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

what is a crm solution  a framework for describing what is in a message and how to process it; a set of encoding rules for expressing data types, and; a convention for representing remote procedure calls and responses. SR - Service Request . The latest term for support case, problem ticket, work order, or other terms previously used. A Service Request is established in CRM software to track a customer contact through to its conclusion. It contains contact information, details about the issue or problem at hand, and usually Read More

What Is Outsourceable and What Is Not


Product engineering outsourcing (PEO) has evolved over the years. The process, from initiation to the closing phase, vary depending on the product and on the provider. Still, practically every phase in product engineering is outsourceable—from ideas, design, and analysis, to simulation, conversion, and documentation; to prototyping, testing, production, and knowledge-based engineering. Find out more.

what is a crm solution  Is Outsourceable and What Is Not Product engineering outsourcing (PEO) has evolved over the years. The process, from initiation to the closing phase, vary depending on the product and on the provider. Still, practically every phase in product engineering is outsourceable—from ideas, design, and analysis, to simulation, conversion, and documentation; to prototyping, testing, production, and knowledge-based engineering. Find out more. 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.

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