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How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

access 2002 crm templates  CRM 2006s will have access to this functionality. Capitalizing on the Front-to-Back Office Advantage: Competition and consolidation in Mid-market CRM applications has increased considerably in the last year and will continue to grow. In May 2006, RightNow Technologies acquired SalesNet, SSA Global acquired Epiphany, and Infor subsequently acquired SSA. Additionally, CDC recently made two unsuccessful attempts to acquire Onyx Software before Made2Manage announced its intention to acquire this stand-alone 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&n...
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Documents related to » access 2002 crm templates


ACCPAC -- Being Much More Than Meets The Eye Part Two: Announcements Continued
ACCPAC continues to expand its products footprint and operations worldwide.

access 2002 crm templates  can now also quickly access the Microsoft Windows calculator from the Simply Accounting toolbar, easily edit sales tax information in the sales journal and attach user-definable fields to transactions. Approved by the American Institute of Professional Bookkeepers , ACCPAC Simply Accounting has long been popular among accountants and small business owners alike. Simply Accounting 2003 Basic and Pro carry SRPs in the U.S. of $39.99 and $89.99, respectively. Both products are available now directly from Read More...
War Looms in the On-demand CRM Market (and Beyond)-But Will You Profit from It?
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it may be the architect of its own

access 2002 crm templates  its partner-led customer early access program for Microsoft Dynamics Live CRM (recently renamed as Microsoft Dynamics CRM Online ), as well as product and pricing information for the new on-demand service. We should note here that Microsoft officially launched Dynamics CRM Online in April 2008 , just five months ago. The service uses the same code base as the on-premise (and partner-hosted) versions of Microsoft Dynamics CRM, and is available in a range of service offerings: Microsoft Dynamics CRM Read More...
Scala and Microsoft Become (Not So) Strange CRM Bedfellows
The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the

access 2002 crm templates  to organize information, readily access that information, manage documents, and enable efficient collaboration all in a familiar, Microsoft Office-integrated environment. According to Scala, XML technology and web services architecture is at the core of the iScala Collaborative ERP system, so it was easy to develop the integration between Microsoft's front office products and Scala's back office solution. This is part one of a three-part note. Part two will complete the discussion of the market impact. Read More...
Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2
IFS arrived over five years ago on U.S. shores, with a Christmas-bag full of software components that run from the front-office to back-office and back again

access 2002 crm templates  enabling mobile users to access their IFS components from wireless laptops, PDA's, or cell phones, in real time. eProcurement - Essentially a webified version of Procurement features, with hooks to their Marketplace solutions. Collaboration Portals - Provide customer, employee, and supplier with personalized, role-based interfaces to IFS applications. Includes portlet technology, whereby other information sources from within and without a company can be windowed and presented on the same screen to Read More...
Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Extending CRM Concepts in ERP Systems
If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM

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CRM Buyers Guide
CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge
Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and

access 2002 crm templates  MS Excel or MS Access based tools to compare the results. These tools often lack the ability to do sophisticated analysis such as identifying and quantifying gaps between vendor offerings and the company's requirements. During the demonstration phase vendors are left to give their own canned demonstrations where they lead the selection team through a well choreographed display of their product. Allowing vendors to give canned demonstrations causes two problems. First, after the selection team has seen Read More...
CRM: Past, Present, and Future
Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service

access 2002 crm templates  systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More...
How ERP and CRM Solutions Can Save You Money
Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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Zoho Advances Its CRM Solution with Zoho CRM Document Library
Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant

access 2002 crm templates  CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users to collaborate on document creation and revision. The release also includes the option to set access permissions for its users. In fact, since the Zoho CRM Document Library is an integral part of Zoho CRM it uses the same role-based security that has been Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

access 2002 crm templates  of smoothly-flowing interfaces and access to information, and, ultimately, happy customers, who have multi-channel access to help and information, 24 hours a day. Beautiful . The Best-of-Breed Players  Oh, no, say the Best-of-Breeders such as some still-independent Business Intelligence companies like Business Objects and Cognos , and e-Business and webification products such as Right Now! Technologies, or partial-story vendors such as Kana or eGain . They claim that users should be wary of an all- Read More...

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