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
 

 crm case stady solution company


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

crm case stady solution company  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source :

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  

Start Now

Documents related to » crm case stady solution company

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.

crm case stady solution company   Read More

Case Study: Active Voice Gets Proactive and Powers Communication with CRM


Although Active Voice is a global provider of business telecommunications, it didn’t have a dedicated solution for sales automation or customer service. Sales reps lacked what they needed to follow up on leads and were losing valuable opportunities. But when the company implemented an e-customer relationship (e-CRM) solution, its users gained mobile access to valuable customer information. Learn about the other benefits.

crm case stady solution company   Read More

Case Study: Junk Removal Service Finds Gold with Microsoft Dynamics CRM Online


A residential and commercial junk removal company with a toll-free call service was using an industry-specific customer relationship management (CRM) solution that couldn’t be customized. The company needed a CRM system that could capture, share, and use customer data specific to its operations, to acquire and retain more customers. Discover how the hosted CRM solution helps ensure business continuity and other benefits.

crm case stady solution company   Read More

CRM Solution Helps Growing Data Storage Provider Meet Its Information Needs


A data storage company planning to become a major player in the field needed customer relationship management (CRM) software that would scale to the company’s growth and integrate with its other business software. Learn about the solution that integrated accounting and manufacturing packages affordably, and that helped the company—through a flexible and secure Internet portal—to share vital information with its partners.

crm case stady solution company   Read More

Dynamics 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.

crm case stady solution company   Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm case stady solution company   Read More

TEC 2013 CRM Buyer's Guide for Medium and Large Enterprises


Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do business.

Customer relationship management (CRM) solutions for medium and large enterprises need to be able to accommodate large numbers of complex CRM demands. Medium- and largesized companies often operate across several countries and/or continents and therefore need to harmonize their customers’ efforts and opinions across their respective cultures and geographies. In response to this reality, medium and large enterprises require cohesive systems that allow for coherent customer relationship management.

A cohesive CRM system ensures that there are no repetitions and inadequacies in interactions with customers. A thorough understanding of how the customer moves through the company’s offerings and services is also essential. If the customer experience is grasped correctly, insight can be gained into how internal employees and external partners have responded to customers and the level of satisfaction that the customer has derived from those interactions.

Here is a look at how a cohesive CRM system should work from the perspective of all three points of contact comprised by a CRM system (i.e., sales, marketing, and customer support).

For the purposes of this buyer’s guide, medium and large enterprises are defined as those organizations that have more than 500 employees and more than $100 million (USD) in annual revenue.


Table of Contents


Preface

The Business Need for CRM

The Features and Functions of CRM for Enterprises

CRM Vendors’ Approach to Addressing Customer-related Challenges

Conclusion

Vendor Solutions


TEC Resources for CRM for Medium and Large Enterprises

TEC Selection Project: ”Antiquated” CRM System Lags behind Mobile Salesforce


Casebook

KANA Thought Leadership: Building a Profitable Multi-channel Customer Service Experience

Mydex Thought Leadership: A New Personal Information Management Ecosystem

NetSuite Thought Leadership: Several Key Functional Criteria for Evaluating CRM Applications

ANALEC Customer Success Story: ANALEC ClientManager Empowers a Global Investment Bank’s Brokerage Business to Proactively Manage Its Customer Needs and Intelligently Allocate Resources to Boost Profitability

Avidian Technologies Customer Success Story: Elobau Increases Productivity with CRM Software from Avidian Technologies

BPMonline Customer Success Story: Multinational Software Company Uses BPMonline to Optimize and Control Processes

Microsoft Dynamics CRM and Ignify Customer Success Story: Global Electronic Systems Company Uses Microsoft Dynamics CRM to Manage Sales and Customer Service Operations

KANA Customer Success Story: Telkomsel: Breaking Down Barriers with Exceptional Customer Service

NetSuite Customer Success Story: Prudential Locations Enjoys Skyrocketing Agent Productivity with NetSuite CRM+

Salesforce Customer Success Story: First Data Selects Salesforce to Improve Lead Management

SAP Customer Success Story: Customer Intimacy and Lower Costs Go Hand-in-Hand at Yaskawa

SAP Customer Success Story: Nebraska Book Company: Starting a New Chapter in Its Business with SAP® Sales OnDemand

UBA Service Center for Sage CRM Customer Success Story: UBA Service Center for Sage CRM Gives KIA Dealers in Jordan and Iraq a 360-Degree View of Sales, Service Center, and Back-office Integration

Yunano Customer Success Story: Shenzhen Artron Color Printing Co., Ltd. Selects Yonyou CRM System


TEC Partners Resources Directory

Vendor Directory


Download the full copy of the TEC 2013 CRM Buyer’s Guide for Medium and Large Enterprises.



Report Preview


The Features and Functions of CRM for Enterprises


Product Technology: Integration

As the business needs for medium and large enterprises set these organizations apart from others, vendors propose CRM software solutions for enterprises that address these particular needs. In this section we will look at CRM for enterprises from two points of view: product technology and functionality.

Most vendors of CRM solutions for enterprises tend to offer complex functionality within a single solution or through integration with other solutions developed by the same vendor or its partners. Nevertheless, with the explosion of CRM niche solutions, medium and large enterprises might be tempted to buy several software solutions from different vendors to manage their CRM requirements. While sometimes they don’t have a choice, this can cause several potential integration problems.

The first set of problems that can be encountered is at the database level. Conflicts might appear between different types of databases (Oracle vs. Microsoft SQL, for example). Even if in theory this does not look like a big problem, in the day-to-day reality integration between two databases can become a nightmare. As the database structure differs from one provider to another, mapping is needed. This can be achieved either with internal IT staff or by buying services from vendors—both imply extra costs. It is preferable for enterprises to buy solutions from the same vendor. Even if these solutions are not perfectly integrated, at least they offer application program interfaces (APIs) and connectors that have been preconfigured to integrate between solutions.

Second, some niche solutions are offered on premise while others are offered in the cloud. Data residing in the cloud is not typically administered by the end user and thus cannot be accessed anytime, anywhere to perform stored procedures (a subroutine available to connected relational database system applications). End users usually require special permission from the vendor to perform any action on data stored in the cloud. In addition, upgrades of either on-premise or cloud solutions can lead to conflicts or rules being overridden. For instance, the API might fail to function as expected after an upgrade. Or permission to access certain functionality or data might be changed.


Download the full copy of the TEC 2013 CRM Buyer’s Guide for Medium and Large Enterprises.

crm case stady solution company   Read More

The Bottom Line of CRM: Know Your Customers


CRM has become a top priority for companies seeking to gain competitive advantage. However, confusion reigns about exactly what CRM is, how to best implement it, or even what role it should play in enhancing customer interaction. Worse yet, even after investing hundreds of thousands, if not millions, of dollars in CRM systems, most companies are no closer to understanding their customers than they were before the system was put in place. See how CRM analytics can help.

crm case stady solution company   Read More

How to Sell Management on a New CRM Solution


CRM solutions can help small and midsize companies manage the myriad ways they interact with customers—from marketing to new and potential customers to improving their customer support. These solutions integrate new social and collaboration tools, making it easier to connect with customers, and are available via the cloud, making CRM more affordable for smaller companies. Know all the reasons you need a CRM solution.

crm case stady solution company   Read More

The F.J. Westcott Company


Sales at F.J. Westcott began to grow, placing a greater demand on its legacy enterprise resource planning (ERP) system’s inventory capabilities. Unrelieved inventory and other challenges led Westcott to seek a new ERP system—and a software evaluation and comparison methodology within the company’s budget. See how Technology Evaluation Centers’ Software Selection Services provided the resources for a confident decision.

crm case stady solution company   Read More