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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 comparison matrix  If you provide a CRM product sold under the high-flying banner (not to mention the high price tag) aimed at addressing customer relationships, you should do a quick check to find out if you, too, are failing to remain true to the main tenets of your market. As the saying goes, If it quacks like a duck, has feathers and waddles ... Well, you know the rest. Bonnie L. Buchanan Bonnie L. Buchanan is operations and marketing member of Independence2, LLC, an Ohio-based start-up door hardware company. Over Read More
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&n...
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Documents related to » crm comparison matrix


Navigator Business Solutions Navigator One for SAP Business One (v88) for Accounting Certification Report
Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of accounting software in TEC's Evaluation Centers. The certification seal

crm comparison matrix  and reporting (includes Web-based CRM) Navigator will perform SAP Business One customizations, but generally its implementations involve off the shelf modules configured by industry. The company offers modules that can be used with SAP Business One, and targets existing SAP customers as well as new customers. The extended functionality provided by Navigator allows it to address the needs of companies that do more than distribution and light manufacturing (the sweet spot of SAP Business One). From a Read More
Getting an Update from BigMachines at Dreamforce 2010
Many recent TEC articles have talked about quote-to-order (Q2O) or configure, price, quote (CPQ) solutions that facilitate business-to-consumer (B2C) and

crm comparison matrix  easily integrate with leading CRM and  enterprise resource planning (ERP)  systems, including those from salesforce.com, Oracle, Microsoft Dynamics , and SAP . BigMachines' rapidly growing customer base (currently around 300 companies) includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand , and NTT Communications , as well as innovative growing companies such as Acme Packet and Voltaire . BigMachines also leads the Q2O pack in terms of its burgeoning partner ecosystem. There have been Read More
Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report
Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation

crm comparison matrix  Returned Goods Handling, and CRM and e-commerce Requirements submodules Sales Management is another module that is extensively supported by many discrete ERP products, which explains why the average solution has very strong support for all submodules. Navigator ranks very close to 100 for all submodules except CRM and e-commerce requirements. Analyst Summary Navigator One provides modules to enhance existing SAP Business One functionality, allowing users to benefit from both the SAP Business One options Read More
Your Reference Guide to SMB Accounting Software Features
This reference guide provides insight into the accounting features and functions currently available on today's market for small to medium businesses (SMBs). It

crm comparison matrix  Customer Relationship Management (CRM) CRM and its relatively lightweight cousin, contact management (CM), are the keys to managing your relationship with customers. Invoicing This category covers the invoicing processes you should adopt to send invoices quickly and accurately. Cash Receipts Customer payments must be received in a timely fashion, recorded properly, and deposited into the bank as quickly as possible. This category includes features for variable payment terms, less-than-full payment, and Read More
Selling Smarter with CRM
CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of

crm comparison matrix  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More
Software Comparison in 5 Easy Steps
The latest addition to Technology Evaluation Centers’ (TEC’s) Web-based software evaluation system, TEC Advisor, is the new Express Software Comparison Report

crm comparison matrix  for each of the CRM model’s five modules (Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Product Technology). If you’re interested in reviewing the comparison results at a later date or presenting the data to your colleagues, you can print the report or use the “Select a format” drop-down menu at the top of the page to export the data to XML, CSV, PDF, MHTML, TIFF, XLS, and DOC formats. I invite you to try TEC Advisor now and generate an Read More
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

crm comparison matrix  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 Read More
Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

crm comparison matrix  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More
Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

crm comparison matrix  Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of Read More
Hosted PBX System Comparison
This comparison guide looks at 11 hosted voice over internet protocol (VoIP) private branch exchange (PBX) vendors and solutions developed specifically for

crm comparison matrix  PBX System Comparison This comparison guide looks at 11 hosted voice over internet protocol (VoIP) private branch exchange (PBX) vendors and solutions developed specifically for small to midsize companies. You’ll learn about basic functions and features, pricing per user, features by vendor, phone and technical support options for AccessLine, Aptela, Bandwidth, Covad Global Phone, 8x8, Speakeasy, Smoothstone, Vocalocity, plus many more. Read More
The Case for a New CRM Solution
CRM software has gone well beyond being a

crm comparison matrix  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More
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

crm comparison matrix  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More
Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm comparison matrix  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. 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

crm comparison matrix  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. Read More

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