X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 complete crm projects documentation


A Road Map to Data Migration Success
Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project

complete crm projects documentation  take the team to complete data mapping? Given your planning, you should have a general idea of what it will take to create the final design and implementation. The captured business needs, the source and target system metadata, and the data profiling results from the data quality assessment all create the information need to understand the mapping effort. Much of the mapping will be data analysis work, if done right. It is not uncommon for teams to accomplish this mapping based on guessing which column

Read More


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  

Evaluate Now

Documents related to » complete crm projects documentation

Omnify Empower PLM


The Omnify product lifecycle management (PLM) system provides a single location for all members of design and manufacturing teams to share information for designing, manufacturing, and supporting products. Omnify Empower allows visibility into the entire product development process by managing the complete product record including component data, bills of materials (BOMs), engineering changes, documentation, projects, quality assurance and corrective and preventative action (CAPA), and training requirements information. The system is designed to manage product content information such as BOMs, component attributes, design drawings, datasheets, and vendor (manufacturer and supplier) information. It automates requesting, tracking, and executing changes on product information. Omnify leverages an organization’s current environment for implementation without interruption to existing processes. The Omnify PLM solution is built on the Microsoft.NET Framework and supplies out-of-the-box, bi-directional interfaces with computer-aided design (CAD) and computer-aided engineering (CAE) tools, and enterprise application systems, such as enterprise resource planning (ERP), materials resource planning (MRP), and customer relationship managment (CRM).  

complete crm projects documentation   Read More

Bonitasoft, Part 1: An Upbeat Provider of Open Source BPM Software


One area where open source software providers seem to be doing quite well is business process management (BPM), a discipline that focuses on continuously improving business processes, while taking an outside-in, customer-centric perspective. Think of solutions like Colosa’s ProcessMaker, Intalio, and Alfresco Software’s Activiti. In addition, while Red Hat is expected to make major announcements

complete crm projects documentation   Read More

Critical Components of an E-PLM System


E-business has prompted a lot of vendors to move towards creating electronic product lifecycle management (e-PLM) suites. However, enterprise resource planning vendors with extensive e-commerce initiatives, development staffs, and renewed interest in PLM, are as likely to lead the way.

complete crm projects documentation   Read More

Selecting PLM Software Solutions


Past experience shows us that the vast majority of enterprise technology evaluations run over time and budget, and once selected, the majority of the implementations fail to meet functional, return on investment (ROI) and total cost of ownership (TCO) expectations. Enterprise technology selections for ERP, CRM, SCM, and other enterprise applications provide valuable lessons that can be applied to selecting PLM software, but there are some key differences that need to be recognized.

complete crm projects documentation   Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

complete crm projects documentation   Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

complete crm projects documentation   Read More

NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

complete crm projects documentation   Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

complete crm projects documentation   Read More

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.

complete crm projects documentation   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

complete crm projects documentation   Read More