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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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 access crm templated


Epicor Retail: Behind the Counter
The retailing paradigm is shifting from connecting, beyond engaging, to inspiring customers. Epicor Retail software solutions are responding to this market

access crm templated  retailer’s enterprise and provides access to that inventory from any channel. It receives its inventory from the Merchandising system of record each day, and then throughout the day receives feeds from all channels on any inventory movement—sales, inventory receipts, transfers, etc. Any channel can make a product locator call to ES, or place an order for a product to be picked up in a store or delivered to a home. If delivering goods straight to customer’s home, ES has algorithms to determine 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

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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Documents related to » access crm templated

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

access crm templated  me easy and direct access to information or other resources to help me solve my problem ( Support ). If you do all of those things, you've won me as a Customer For Life . Figure 1. These are the four steps at the heart of any CRM implementation. Constantly bring yourself back to these questions: By adding this bit of functionality through my CRM implementation, am I: Making it easier for the customer to access the information about our products or services that they need? Making it simple for the Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

access crm templated  a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management applications are front-end tools 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 representatives. Users today enjoy CRM 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.

access crm templated  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

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

access crm templated  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. 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...

access crm templated  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

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

access crm templated  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More

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...

access crm templated  on leads book appointments access the Internet With mobile CRM, it's all in your salespeople's hands—with them always connected, always ready to do more business. Find out how mobile CRM can deliver the boost you need to make more sales in today's tough economy. Download your copy of Get Your Sales Teams Going with Mobile CRM today.   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




access crm templated  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

access crm templated  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

Remote Vendor Access: Not All Access Should Be Treated Equally


Many companies have already invested heavily in solutions that provide remote access solutions to their employees, and are now looking to leverage those solutions for their remote vendors. But what works for your employees might not work for your vendors—and the wrong solution can introduce security risks, from viruses to unauthorized access and noncompliance. Learn about the different access requirements for vendors.

access crm templated  Vendor Access: Not All Access Should Be Treated Equally Many companies have already invested heavily in solutions that provide remote access solutions to their employees, and are now looking to leverage those solutions for their remote vendors. But what works for your employees might not work for your vendors—and the wrong solution can introduce security risks, from viruses to unauthorized access and noncompliance. Learn about the different access requirements for vendors. Read More

Maximizer 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.

access crm templated  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 Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

access crm templated  versus on-site CRM implementations. Access listings for vendors you may not know about—or that you may not have considered. More CRM Resources TEC’s CRM Evaluation Center (hint: click the button to try the free software selection tool) CRM White Papers Questions? Comments? Want to learn more? Sound off below. Read More

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

access crm templated  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're 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

access crm templated  SOAP - Simple Object Access Protocol . SOAP is a lightweight protocol for exchange of information in a decentralized, distributed environment. It is an XML-based protocol that consists of three parts: an envelope that defines 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 Read More