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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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 basic crm


Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

basic crm  CRM Platforms Implementation | Basic CRM Implementation | CRM Implementation Tools | Incremental CRM Implementation | CRM Implementation Efforts | Rapid CRM Implementation | CRM Implementation Requirements | CRM Implementation Methodologies | CRM Implementation Timelines | Strategic CRM Implementation | CRM Implementation Schedule | CRM Implementation Checklist | CRM Implementation Practices | Winning CRM Implementation | CRM Implementation Stages | CRM Implementation Steps | Business CRM Implementation

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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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SAP Details CRM Plans


On November 9, SAP outlined its Customer Relationship Management plans in preparation for its product delivery next month. In December the company is expected to launch a telesales application and Internet portal that it hopes will lay the foundation for the full CRM suite rollout early next year.

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CRM Testing Throughout Implementation


In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance testing involves three basic flavors: user acceptance, operational acceptance, and contractual acceptance. While it is not the only step involved when implementing a CRM system, testing is a fundamental way of finding information and will help you judge a system’s returns and pitfalls.

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CRM Self-assessment Guide for Small to Medium Businesses


Most businesses recognize the strategic importance of customer relationship management (CRM), but some small to medium businesses (SMBs) continue to use basic contact managers or simple spreadsheets to track customers, manage leads, and collaborate on sales. Achieving great results requires more than just installing CRM software. Learn how assessing your business’s CRM maturity level can help build your road map to success.

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Basic Energy Services: Getting Paychecks out The Door with SAP ERP


With thousands of employees providing a range of well-site services, US–based Basic Energy Services Inc. is “basic” to the operation of oil and gas wells spread across 13 states. Faced with high turnover rates among field employees, Basic Energy realized its existing human resources (HR) software was limiting its ability to conduct business efficiently. Learn how an integrated human capital management solution helped.

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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.

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SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

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Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


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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.

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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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