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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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 crm activity report .pdf

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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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. 

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Bluebee ERP v.4b.08 for Discrete Manufacturing and Distribution Certification Report


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crm activity report .pdf  Management (customer relationship management [CRM] and e-commerce). Baseline Graph for ERP for Distribution If you consider all your priorities as equal, this is how the vendor''s product would stack up. The dotted blue benchmark line represents equally weighted priorities. However, ideally, you will have priorities like the adjusted contribution analysis graph below. ERP for Distribution Main Modules   Financials Human Resources (HR) Supply Chain Management Distribution Process Management Retail and Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


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crm activity report .pdf  Web sites within the CRM portal Ability to insert your own company logo for use throughout the system Ability to assign customizable welcome page or splash page for each user, role or group Full server log and activity tracking to monitor usage and manage customization System administrators toolbox to manage user accounts and roles Ease of Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all Read More

What Is ERP in 2010?


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crm activity report .pdf  to purchase a separate CRM system? Is that [CRM] a module that can be included in an ERP system? These terms are becoming blurred so the answer depends upon which ERP or CRM system you buy, said Focus Expert Simon Gantley. There are a lot of CRM systems that include a lot of ERP functionality, for example NetSuite, EnterpriseWizard and Siebel [which is now owned by Oracle]. There are also ERP systems with CRM modules such as SAP, Mr. Gantley added. Normally CRM is not included as part of ERP. An ERP Read More

Creating Competitive Advantage in Growing and Mid-sized Businesses with Business Intelligence


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crm activity report .pdf  consider the following: Your CRM program gives you a list of new customers sold to in the last quarter but you can’t tell exactly which items they bought. You cannot ascertain how many new customers bought your new product in red vs. gold last quarter nor how much revenue you received per customer. Your warehouse management program tell your how many widgets you have in stock but you can’t run a report to amalgamate the shelving of new stock vs. the re-stocking of returns. Your sales team creates Read More

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crm activity report .pdf  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ 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 . Introduction With CRM so closely bound up with revenue Read More

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crm activity report .pdf  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

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crm activity report .pdf  .NET At SMEs, With CRM As Bait Event Summary On February 26, Microsoft Corporation (NASDAQ: MSFT) announced it would deliver Microsoft Customer Relationship Management (MS CRM) , the first Microsoft business solution built on its .NET platform later this year, possibly as early as October. The move is Microsoft''s latest aim at the business application market for small enterprises, a market it ultimately plans to dominate. Accessible from Microsoft Outlook and the Web, MS CRM is devised to enable small Read More

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crm activity report .pdf  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

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crm activity report .pdf  Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools such as business applications are necessary for the vast Read More

Making the Leap to CRM


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crm activity report .pdf  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today''s leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More

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crm activity report .pdf  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

Pivotal CRM


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crm activity report .pdf  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More