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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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 a crm


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

a crm  Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast

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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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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

a crm  NetSuite CRM+ head-to-head in a contest based on pure CRM functionality? You can find the results below. Results For this showdown, we looked at five standard CRM modules. To eliminate any chance of bias and to ensure a level playing field, all 1,363 criteria that make up the modules and submodules 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 As you can see in the chart below, straight, 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.

a crm  usual grief involved in a CRM purchase or if you're a vendor, you might be inspired to change the way your company does business. Step 1 - Try to speak with a sales representative With research dispensed with, the first step in the CRM shopping process is speaking to someone at a CRM organization about the product. Don’t expect to do so immediately, or you will be sorely disappointed. Once you have inquired about a product, either through an online form or email or with a phone call, you must first Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

a crm  bottom line results. Starting a CRM initiative in an environment where policies skew behavior toward low risk and cost containment is analogous to launching a carrier-based plane without an engine; it will clear the deck but will quickly sink into the sea of bureaucracy. Employees How a company hires, manages, develops, and trusts its employees impacts the degree to which the full potential of the organization will be achieved. Many organizational studies have demonstrated a significant correlation Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

a crm  Benefits of Selecting a CRM Implementation Partner Harvest Solutions offers consulting services to help you select and implement your company's CRM system. Throughout our many years of experience in the CRM industry we have created a methodology for designing and implementing CRM systems which leads to successful outcomes for our clients. Source: Harvest Solutions Resources Related to The Benefits of Selecting a CRM Implementation Partner : Customer Relationship Management (CRM) (Wikipedia) The Benefi Read More

7 Steps to an Easier Development Project, a Better Product, and a Stronger Team


Your data models are brilliant ... but only if database administrators (DBAs) and developers are on the same page. A mismatch of expectations can slow down a project and lead to weak products. But this situation can be avoided if you develop a strategy that builds a little more teamwork. Follow seven cost-effective steps to better collaboration, and get a lot more value from your software development team’s data modeling.

a crm  an Easier Development Project, a Better Product, and a Stronger Team Your data models are brilliant ... but only if database administrators (DBAs) and developers are on the same page. A mismatch of expectations can slow down a project and lead to weak products. But this situation can be avoided if you develop a strategy that builds a little more teamwork. Follow seven cost-effective steps to better collaboration, and get a lot more value from your software development team’s data modeling. Read More

A Buyer's Guide to Choosing a Mobile Marketing Platform


Engagement is the key to mobile user retention. But many marketers don’t have the right marketing platform to give them the insights to optimize in-app experiences to prompt purchases and other conversions. This guide outlines what mobile marketing means today, the growing monetization trends, and the “must-haves” in choosing a mobile marketing vendor (plus, there’s a checklist!).

a crm  Buyer's Guide to Choosing a Mobile Marketing Platform Engagement is the key to mobile user retention. But many marketers don’t have the right marketing platform to give them the insights to optimize in-app experiences to prompt purchases and other conversions. This guide outlines what mobile marketing means today, the growing monetization trends, and the “must-haves” in choosing a mobile marketing vendor (plus, there’s a checklist!). Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

a crm  what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first. 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.

a crm  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. Read More

The Challenges of a Business Intelligence Implementation: A Case Study


The University of Illinois provides a good example of extensive integration of its business intelligence (BI) solution and data warehousing environment with its enterprise resource planning (ERP) solution.

a crm  Challenges of a Business Intelligence Implementation: A Case Study Company Background More than 70,000 students enroll each year at the University of Illinois , which offers more than 150 fields of study in 30 colleges, free-standing schools, and institutes across 3 campuses: Chicago, Springfield, and Urbana-Champaign (US). The university, one of the original land-grant colleges, opened its doors in 1867, and since then has awarded more than 500,000 degrees. The Urbana-Champaign campus houses the Read More

Taking Innovation from a Buzzword to a Business Standard


Companies realize that innovation can mean the difference between effectively growing or transforming their business and falling behind. But for a company to thrive in today’s environment, innovation has to be seen as more than a clichéd talking point. It has to be a key part of the company’s core business processes. Download this interview with Eric Verniaut, SAP’s head of North America services, to find out how innovation has helped services delivery models to evolve.

a crm  Innovation from a Buzzword to a Business Standard Companies realize that innovation can mean the difference between effectively growing or transforming their business and falling behind. But for a company to thrive in today’s environment, innovation has to be seen as more than a clichéd talking point. It has to be a key part of the company’s core business processes. Download this interview with Eric Verniaut, SAP’s head of North America services, to find out how innovation has helped services Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

a crm  business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook. Read More

ILM as a Journey: Moving Towards Storage as a Service


Technology decision-making in larger organizations is about making existing IT platforms as efficient as possible. However, there are weaknesses in the day-to-day operation of such environments, particularly in storage and information management. Positioning information lifecycle management (ILM) in the context of infrastructure management provides an understanding of where we are today—and of how much further there is to go.

a crm  as a Journey: Moving Towards Storage as a Service Technology decision-making in larger organizations is about making existing IT platforms as efficient as possible. However, there are weaknesses in the day-to-day operation of such environments, particularly in storage and information management. Positioning information lifecycle management (ILM) in the context of infrastructure management provides an understanding of where we are today—and of how much further there is to go. Read More

App Development in a Mobile World: A CIO Handbook


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a crm  Development in a Mobile World: A CIO Handbook As a senior stakeholder driving mobile initiatives in your organization, you may be lost in a sea of technologies and claims from vendors promising rapid delivery of applications to your employees, customers, and partners. To help explain some of the topics you will need to be aware of, and to separate the must-haves from the nice-to-haves, SAP has developed a reference guide for applying a mobile strategy in the context of application architectures, best Read More

Selecting a PLM Solution: Addressing the Needs of a Small Business


Selecting a product lifecycle management (PLM) system can be a challenge if a company is not aware of the options available on the market. But if an organization starts by understanding what the technology should address, and further understands the needs of its unique business and market segment, it can select a PLM tool that makes product development more efficient, and can help transform the organization. Find out how.

a crm  a PLM Solution: Addressing the Needs of a Small Business Today's accelerated pace of product development, product and supplier dynamics, and manufacturing and engineering outsourcing make it more and more difficult to meet product launch goals on time and under budgetOmnify Software supplies a single, secure location to manage all of the essential information for designing, manufacturing and supporting your products and enhances visibility into all aspects of product development.. Source: Read More