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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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 blueprint 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

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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 » blueprint crm

CRM ROI: Creating a Business Case


Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation.

blueprint crm  February 2004 (3) The Blueprint for CRM Success, CRMGuru.com, December 2002 (4) CRM Quiz: Where's the ROI?, CFO Research Services and Saugatuck Technology May 2003 Creating a Cost-Benefit Analysis Assessing three categories—implementation costs, benefits, and risk—helps establish a business case for pre-project planning, and post-project success measurement. Implementation Costs Implementation costs are often split between IT costs and business unit costs, where the business unit costs are typically Read More

CRM: The Truth, The Whole Truth And Nothing But The Truth(For A Change)


Finding out the true facts about what makes CRM tick and how fast it circles the ROI clock—if it indeed reaches ROI-has long frustrated potential CRM implementers looking for answers. And getting good answers really matters, because their only alternative to being forewarned may be leaping into enterprise-wide, mega-bucks, change management-laden CRM implementations—and testing the depth of the water with both feet. For the first time, there are statistically-based, substantive answers to many questions about CRM.

blueprint crm  This new study, The Blueprint for CRM Success 1 , evaluates real-life implementation approaches relative to real-life ROI performance, and does so across a sufficiently high number of implementations to leave but minimal margin of statistical error. Moreover, the research sponsors, Caribou Lake Customer-1 and CRMGuru.com partnered with an outcome-neutral statistical research firm, Mangen Research Associates, to assure that the data collection methods and statistical analysis would conform to rigorous Read More

Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond?


While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may, on the other hand, indicate that the niche CRM vendors without a clear differentiating value proposition have not much to look for there in the long run.

blueprint crm  out Microsoft CRM strategy blueprint (see Microsoft Paints CRM Landscape On Lately A 'Still Nature' Business Applications Scenery ). The product's delivery date had meanwhile taken even a slight setback, given it was initially anticipated for the end of 2002 and given the date was maintained and publicized as late as during the Stampede conference for value added resellers (VARs) last fall (see Microsoft Lays Enforced-Concrete Foundation For Its Business Solutions ), only to be subsequently (and somewhat 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 participants that compete in the other enterprise applications fields, will it last? For the time being, Microsoft will likely be content to help Scala attack or keep the satellite divisions of its bigger competitors, particularly those of their common rival - SAP.

blueprint crm  fleshed-out Microsoft CRM strategy blueprint (see Microsoft Paints CRM Landscape On Lately A 'Still Nature' Business Applications Scenery ). The product's launch date had even taken a slight setback, given it was initially anticipated for the end of 2002 and justified by the apparent need to perform additional testing and quality assurance (QA) due to a relatively low number of companies that had performed beta-testing. Nevertheless, since the release 1.0 at the beginning of 2003 (see Microsoft Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

blueprint crm  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

blueprint crm  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

blueprint crm  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

blueprint crm  10 Features Small and Medium Businesses Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM so Read More

SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

blueprint crm  CRM SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management. Read More

Enterprise On-Demand CRM Comparison Guide


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

blueprint crm  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

blueprint crm  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

blueprint crm  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

blueprint crm  CRM+ NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and 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 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.

blueprint crm  CRM for banks, CRM for banking, CRM insurance industry, financial services CRM, CRM industry, Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation Read More