Customer Relationship Management (CRM) Features and Functions
Customer relationship management (CRM) features and functions help improve the interactions and engagement of customers. Typical CRM features and functions include sales force automation (SFA), marketing automation, customer service and support, partner management, and enterprise marketing management. CRM solutions also include features and functions for sophisticated reporting and analytics, with configurable dashboards that help you control your view of the data. To find the best CRM system for your business, it's important to understand which features and functions you need before you compare CRM solutions.
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CRM for Financial and Insurance Markets
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.
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Enterprise Marketing Management (EMM)
The Enterprise Marketing Management (EMM) Knowledge Base research helps determine support levels of various systems that help companies market their services or products effectively and efficiently. EMM tools help manage strategic planning and marketing resources (sometimes referred to as marketing resource management or MRM). This KB also covers rule-based techniques, pattern recognition, and other profiling features.
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Customer Care and Billing (CC&B)
Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. The TEC model of CC&B software covers mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services.
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CC&B for Telecommunications Industries
Customer care and billing (CC&B) solutions for telecommunications providers typically provide mediation; provisioning; retail rating and billing; reporting; financial systems; packages, discounts, and promotions characteristics; and billing for voice, data, content, and utility services.
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Customer Relationship Management (CRM)
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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Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.
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Quote-to-Order (Q2O) Systems
Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives. These systems can reduce time-consuming quoting and ordering processes, decrease unit costs, and lower sales costs. Q2O suites can further help enterprises increase sales effectiveness across all channels. These solutions help companies that sell complex products and services shift their focus to customer-facing sales and service issues.
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Software Evaluation Features and Functions
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