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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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 costpoint crm


Deltek Costpoint
Deltek Costpoint@ is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages

costpoint crm  Costpoint Deltek Costpoint® is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages, and reports on every aspect of a project business, including planning, estimating, proposals, budgets, expenses, indirect costs, purchasing, billing, regulatory compliance, and business performance. For companies looking for a complete end-to-end solution, Deltek provides a portfolio of Costpoint-compatible applications delivering

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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 » costpoint crm

Sweet Spots and What-Nots: Enterprise Management Software Vendor Provides Notable Solutions


Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both domestically and internationally, as well as the full range of federal contractors and project-focused enterprises.

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Deltek Remains the Master of Its Selected Few Domains Part 1: Product Announcements 2003


By extending its traditional focus on project-based businesses into the closely related areas of PSA and CRM (i.e., the so-called "Project-PLUS" marketing spin), Deltek remains well-entrenched in the territory that many companies aspire to control, but have yet to penetrate.

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Deltek Remains the Master of Its Selected Few Domains Part Five: Deltek’s Major Product Lines


Within its marketing and proposal automation product, Deltek espouses an emerging CRM derivative known as client relationship management, which should help firms track client relationships in a more sophisticated manner than through methods such as referral or word-of-mouth, which were appropriate during their start-up phases.

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Deltek Remains the Master of Its Selected Few Domains Part Two: Product Announcements 2002


Several notable milestones achieved in 2002 set the stage for Deltek’s achievements in 2003.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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Saleslogix CRM Best Practices Guide


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

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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