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Software Functionality Revealed in Detail
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 certified relationship manager


A Customer Relationship Management Solution Aims To Cover all the Bases
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality

certified relationship manager  and Microsoft Business Solutions Certified Gold Partner, and uses the Microsoft Solutions Framework (MSF) as the foundation for its product development. It also touts the merits of the Six Sigma methodology and Design for Six Sigma (DFSS) as quality improvement philosophies. Surado targets the small and medium business (SMB) market, namely organizations with annual revenues of $1 million (USD) to $1 billion (USD), and approximately 88 percent of its clients fall into this category. To reinforce its positi

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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

Documents related to » certified relationship manager

Customer Relationship Management Strategies Part Two: Creating Your Strategy


CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality products and services. However, you first must be prepared to overcome lack of requirements, combat scope creep, and compensate for lack of skills.

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ScotiaMcLeod


Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.

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Customer Relationship Management Strategies Part Four: Strategies and Case Study


Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics will create a smooth running CRM machine in your company.

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Customer Relationship Management Strategies Part One: Changing Your Approach


Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However, without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success and full potential from their CRM system.

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Ross ERP (V 7.0.3) Is TEC Certified for Process Manufacturing ERP


TEC is pleased to announce that Ross ERP (V 7.0.3) by Aptean is now TEC Certified for process manufacturing enterprise resource planning (ERP). Ross ERP aims to address the unique needs of process manufacturers, such as complex inventory management (including the complexities around variable raw material inputs), backward and forward lot trace, recipes/process specifications, quality test results, product costing, and sales pricing/bracket pricing.

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CDC’s Ross ERP Now TEC Certified


TEC certification is like a software test drive; a chance to look under the hood, kick the tires, take it around the block with some scenarios. [more on TEC Certification here] I wasn’t disappointed during our recent certification of CDC Software’s Ross ERP. First, let me back up and give you a brief overview of the vendor and its product. CDC is a world-wide company, with 1

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UNIT4 Coda Financials Is Now TEC Certified


TEC is pleased to announce that Coda Financials software by UNIT4 has been TEC certified and is now available for online evaluation in the TEC Accounting and Financial Packages Evaluation Center. As usual, the vendor performed an in-depth demonstration of software capabilities following a demo script suggested by TEC research analysts. So we had a good opportunity to see the system in real time

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Integrating Customer Relationship Management through Software As A Service


The customer relationship management (CRM) market is changing. Over half the market is served by small vendors. Fully integrated business suites like NetSuite standalone solutions like salesforce.com, are heeding the demand for software as a service, but they are approaching the market with very different market strategies.

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Content Manager


Content Manager gets content of all types from within the organization and makes it available for publication. It eliminates web publishing redundancies by allowing non-technical users to update web site content in a safe, controlled environment. It is browser-based and provides in-context visual content authoring, content re-purposing and link updating, multi-site support, customizable workflows, extensive permissioning, versioning and rollback, and integrated search, asset management, and e-mail campaigns and forms.  

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Ultimus BPM Suite Now TEC Certified




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