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Software Functionality Revealed in Detail
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 bi crm integration


Customer Data Integration: A Primer
Customer data integration (CDI) involves consolidation of customer information for a centralized view of the customer experience. Implementing CDI within a

bi crm integration  Disparate applications such as billing and call center systems do not always feed into one another, and even when they do, lack of data cleansing and management can cause employees to see only a portion of a customer's history, interactions, or profiles. A widely used example is that of an organization sending multiple marketing brochures to one customer because of inaccuracies and lack of customer data synchronization. A more alarming example is having more than one customer record for a specific

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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

Business Intelligence (BI) RFI / RFP Template

Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements  

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Documents related to » bi crm integration

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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The Importance of a Single Product for Data Quality and Data Integration


Companies are fighting a constant battle to integrate business data and content while managing data quality. Data quality serves as the foundation for business intelligence (BI), enterprise resource planning (ERP), and customer relationship management (CRM) projects. Learn more about software that unifies leading data quality and integration solutions—helping your organization to move, transform, and improve its data.

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Flexible Customer Data Integration Solution Adapts to Your Business Needs


Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage, and customize customer-related data. The type of CDI hub implemented depends on the CDI environment's maturity, requirements, and alignment with an organization's internal processes.

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NEON Systems Moves Further into Enterprise Application Integration


NEON Systems has signed an agreement to develop and distribute Sterling Software's SOLVE:Diplomat product. Diplomat has been used to integrate disparate Customer Relationship Management (CRM) and call center systems. NEON intends to evolve it into a unified EAI (Enterprise Application Integration) solution.

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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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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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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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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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