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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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 commence vs microsoft crm


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

commence vs microsoft 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

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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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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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Dynamics AX


Microsoft Dynamics AX (formerly Navision Axapta) was created through the merger of Navision Software A/S and Damgaard A/S in December 2000, and it was acquired in 2002 by Microsoft. Dynamics AX is a multilanguage, multicurrency enterprise resource planning (ERP) solution for growing or midsize and larger companies. With applications for financial management, customer relationship management (CRM), supply chain management (SCM), human resource management, project management, and analytics, Dynamics AX integrates with Microsoft products such as SQL Server, BizTalk Server, Exchange, Office, and Windows. Dynamics AX was designed with one database, one toolbox, one business logic, and one source code.

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


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eTEK for Microsoft Office


eTek offers a Microsoft Office compatible and Microsoft BackOffice approved client/server accounting and management information system that is scalable from a single-desktop up to a major enterprise with numerous locations and users.  

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Dynamics GP


Microsoft Dynamics GP is a comprehensive business management solution that helps companies adapt to new opportunities and continued growth. Designed for how people really work, Microsoft Dynamics GP equips companies to keep pace with the competition, manage changing markets, enable unique business requirements, and connect the full range of business processes across the organization. With Microsoft Dynamics GP, companies can get up and running quickly, maximizing the productivity of their people, and feel confident that they’ve made an investment that will support their business needs now and into the future.  

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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EAM Showdown! IFS vs. Mincom vs. CHAMPS


Using our EAM Evaluation Center, we compared Mincom Ellipse, CHAMPS, and IFS head-on. For the overall rankings, we looked at the vendors in two basic configurations: with back-office (HR and financials) functionality, for a total of eight main modules, and without, for a total of six main modules. To eliminate any chance of bias, and to ensure a level playing field, all 3,146 criteria comprising the modules and submodules in the EAM request for information (RFI) were given equal weight and priority.

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Maximizer CRM 12: Salesforce Automation Certification Report


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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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The Lexicon of CRM - Part 3: From R to Z


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Welcome to ERP - Distribution Showdown! Epicor Enterprise vs. JDA Supply Chain Planning & Optimization Suite vs. Pronto Xi


I'm Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Welcome to our latest: ERP - Distribution Showdown. You’ll notice this one has a broader focus than Showdowns we’ve done in the past. Again we’ll be comparing three vendor solutions head-to-head, but not just on functionality. This time we’ll also look at the industries these solutions support, how well they cover different portions of the mid-market segment, and how their installed bases break out geographically. Of course, functionality is again a key component of this Showdown, broken down into four main distribution areas and 13 subareas. We hope you find today’s Showdown helpful and informative, and invite your comments and questions at showdown@technologyevaluation.com.

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