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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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 case study crm


Case Study: In Search of a Comprehensive CRM System
The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM)

case study crm  Study: In Search of a Comprehensive CRM System The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy)

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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

Process Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today's leading ERP systems group all traditional company management functions (finance, sales, manufacturing, human resources) and include, with varying degrees of acceptance and skill, many solutions that were formerly considered peripheral (product data management (PDM), warehouse management, manufacturing execution system (MES), reporting, etc.). While during the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-Business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The old adage is "Such a beginning, such an end", and, consequently, many ERP systems' failures could be traced back to a bad software selection. The foundation of any ERP implementation must be a proper exercise of aligning customers' IT technology with their business strategy, and subsequent software selection. This is the perfect time to create the business case and energize the entire organization towards the vision sharing and a buy in, both being the Key Success Factors (KSFs). Yet, these steps are very often neglected despite the amount of expert literature and articles that emphasize their importance.    

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Documents related to » case study crm

Case Study: Deutsche Bank Gets Closer to Customers with CRM Web Portal


With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer afford to rely on its outdated customer relationship management (CRM) systems. The financial services powerhouse now has a system that serves 5,500 Deutsche Bank employees, and includes information on over 10,000 customers. Find out how Deutsche Bank saved up to 40 percent in development costs.

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Case Study: Junk Removal Service Finds Gold with Microsoft Dynamics CRM Online


A residential and commercial junk removal company with a toll-free call service was using an industry-specific customer relationship management (CRM) solution that couldn’t be customized. The company needed a CRM system that could capture, share, and use customer data specific to its operations, to acquire and retain more customers. Discover how the hosted CRM solution helps ensure business continuity and other benefits.

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Case Study: Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-sell Opportunities


Real estate firm The Norris Group was holding ten years of customer history with an online e-mail marketing vendor. Costly errors, data loss, and the lack of vital features convinced the firm to find a new solution that would store data and make it available whenever needed. Find out how the new online solution safeguards, analyzes, and shares customer data with employees, while easing the IT administrative burden.

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Although Active Voice is a global provider of business telecommunications, it didn’t have a dedicated solution for sales automation or customer service. Sales reps lacked what they needed to follow up on leads and were losing valuable opportunities. But when the company implemented an e-customer relationship (e-CRM) solution, its users gained mobile access to valuable customer information. Learn about the other benefits.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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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

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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EBSuite CRM


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