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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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 about crm project documentation


It’s About Process (or The Ability to Be Responsive)
Because business processes are often communicated in an ad hoc and unregulated manner, it can be difficult to standardize processes across organizations

about crm project documentation  , tasks include information about something that needs to be done by a certain time, such as making a telephone call, creating an order, shipping goods, or paying an invoice. Typically, assigned tasks appear in a user's My Tasks related list on their home tab (or page) and generate reminder messages that pop up when a user logs in. When an administrator defines a workflow task, he/she provides default values for data fields like Assignee , Subject , Status , Priority , and Due Date for tasks that

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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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Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

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Interview with Louis Suárez-Potts of OpenOffice.org and CollabNet


Louis Suárez-Potts speaks about the political and social architecture of open source communities as well as practices for successful oversight of a project. He covers specific examples from his role as community development manager for the OpenOffice.org project.

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A Road Map to Data Migration Success


Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project teams encounter some very specific management and technical challenges. Minimizing the risk of these tricky migrations requires effective planning and scoping. Read up on the issues unique to data migration projects, and find out how to best approach them.

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Requirements Definition For Package Implementations


How do you go about defining the requirements of large package systems, particularly those with the all-encompassing scope of ERP, EAM, and CRM software, and still satisfy the needs to the project team, the user community, and executive management? It’s a balancing act rivaling the circus performer trying to keep all of the plates spinning at once. While it is difficult to say one aspect of a project plan is more important than another, accurately and completely defining the needs to be fulfilled by the software is critical to the overall success of the implementation and the longevity of software. This article outlines a logical process for defining the requirements and keeping the plates spinning.

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Project-oriented versus Generic GL-oriented ERP/Accounting Systems


Caught between big-vendor ERP offerings requiring heavy customization, and off-the-shelf project management solutions that are easily outgrown, project-oriented organizations have special accounting needs. Find out more about those needs, along with recommendations for what solutions you should be taking a closer look at.

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Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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]project-open[


]project-open[ is headquarterd in Barcelona, Spain, run under German management. The company's main activity is leveraging the open-source model to provide business solutions to small and medium project organizations. ]project-open[ has users and partners in more than 25 countries.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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