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Software Functionality Revealed in Detail
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 crm analytics case study


Case Study: Interdyn
Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer

crm analytics case study  value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more.

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  

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Documents related to » crm analytics case study

Case Study: High Concrete


High Concrete encountered several challenges in trying to understand its customer relationship management (CRM) data. Its CRM reporting involved lengthy and error-prone processes. After seeing a demonstration of a business intelligence (BI) application specifically designed for its Dynamics CRM system, the company knew integrating the two systems would be easy—and provide flexible reports, quickly and accurately.

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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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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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Business Case - Metro Canada Logistics


Metro Canada Logistics, a third party provider of warehousing, transporatation, and related logistics services streamlines accounting processes with the help of Microsoft Business Solutions Great Plains.

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Create an Intelligent Analytics Strategy for Your Organization


A good business analytics strategy can pay off. Learn how to grow and transform your organization with analytics and business intelligence (BI) in this newsletter, featuring new research from Gartner.

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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.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Business Analytics-Turning Data into Insight


In an era of smarter analytics, it is imperative that businesses leverage the massive quantities of data available to them. In order to remain competitive, data must be transformed. Watch this video to learn more.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Platform for Cloud BI and Analytics


Purpose-built for agility, Birst’s business analytics platform it a multitenant cloud solution with the flexibility for organizations to choose where their data is hosted. A software-as-a-service (SaaS) solution like Birst can significantly lower the cost of resource required to implement and maintain a business intelligence (BI) solution. This paper provides a technical overview of the Birst platform, including its architecture, components, functionality, and approach to user experience.

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