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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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 advantage disadvantages of crm


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

advantage disadvantages of crm  Risk | CRM Implementation Advantage | Relationship Management | Customer Management Solution | Choose Best CRM | Planning a CRM System | CRM Integration | Successful CRM Rollout | Selection of Customer Relationship Management Software | CRM Success Strategies | CRM Software Selection Advice | Customer Relationship Management Vendor Selection Process | on Premise CRM | Customer Relationship Management Planning | Workspace CRM | CRM Implementation Firm | Harvest Solutions CRM Implementation | CRM Implementa

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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 » advantage disadvantages of crm

5 Common Hurdles During the ERP Selection Process-And How You Can Avoid Them


With so many different enterprise resource planning (ERP) applications on the market, selecting the right solution can be extremely time-consuming and daunting. In fact, according to a recent study, nearly three-quarters of manufacturers are dissatisfied with their current systems. However, following a clearly defined selection process—and learning from the mistakes of others—can drastically improve your chances of success.

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Working with Smaller ERP Vendors: The Pros and the Cons


During briefings with small ERP vendors, I often hear the argument that they are more flexible and can better respond to their customers’ needs than larger vendors. The ultimate example: “You can even talk to the CEO if you need to.” But would you want to? Bypassing the usual workflows and calling the CEO (this actually really happens) may not be a recipe for the best technical support ever.

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Forget Speeds and Feeds-ERP Outsourcing for the Mid-market


If you base your selection of an outsourcing partner on a service provider’s strengths, it can be difficult to make an apples-to-apples comparison among the various models. The best way to make a comparison in a thoughtful and effective manner is to develop individual specifications matching buyer needs with service provider strengths in order to make an enduring match. Find out how.

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

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Analysis of Active Voice's Acquisition of PhoneSoft, Inc.


Active Voice will integrate all of PhoneSoft's functionality into their existing "Unity" voice-messaging product to target Lotus Notes Domino R5.

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TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Infor’s Acquisition of PeopleAnswers Foregrounds Big Data Behavioral Analysis of Employees


Infor has announced the acquisition of PeopleAnswers, a company specializing in predictive talent analytics. PeopleAnswers’ application maps the behavioral DNA of organizations by analyzing 39 behavioral traits to reveal behaviors that drive success—as understood by each company.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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