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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 consulting


PGP Consulting
PGP Consulting is a group of professional consultants specializing in business process improvement, and in the selection of technology solutions. PGP

crm consulting  such as ERP, MRP, CRM, and PSA. PGP consultants conduct assessments of SMB human resources and current processes, procedures and work methods, strategic business plans and, if required, the possibility of implementing integrated tools such as ERP, MRP, CRM, and PSA.

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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 » crm consulting

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

crm consulting  benefits involved but if CRM is truly an operational strategy, then ROI should not be problematic to measure. One could dwell on comparing and contrasting this definition format versus literally hundreds of others that have been offered over the years. However, the purpose here is to provide a definition that will help to position statistically-based research that clearly defines the success and the best practices that are highly correlated with achieving success. The most recent study of this nature was Read More

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.

crm consulting  CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the technologies are actually introduced. Therefore, introducing CRM into an Read More

Advent Consulting


Advent Consulting is an independent, open source strategy consulting firm that provides best-of-breed, integrated, open source solutions. Advent's goal is to deliver cost savings, stability, and the performance required for companies embracing open source technology. The professionals at Advent Consulting provide a range of services and support necessary for organizations to leverage open source software including consulting, research, migration, integration, customized development, and support. The company is based in Massachusetts (US), with support centers in the US and Asia-Pacific.

crm consulting  Consulting Advent Consulting is an independent, open source strategy consulting firm that provides best-of-breed, integrated, open source solutions. Advent's goal is to deliver cost savings, stability, and the performance required for companies embracing open source technology. The professionals at Advent Consulting provide a range of services and support necessary for organizations to leverage open source software including consulting, research, migration, integration, customized development, and Read More

Axxon Consulting


Axxon Consulting is Microsoft Dynamics Partner Nº 1 of Southern Cone. With offices in Argentina, Chile and Bolivia, we are about 100 professionals aimed at the business solutions division. We have extensive experience implementing ERP in local and international projects in Latin America and extensive experience in tax locations in the region.

crm consulting  Consulting Axxon Consulting is Microsoft Dynamics Partner Nº 1 of Southern Cone. With offices in Argentina, Chile and Bolivia, we are about 100 professionals aimed at the business solutions division. We have extensive experience implementing ERP in local and international projects in Latin America and extensive experience in tax locations in the region. Read More

TGO Consulting Inc.


TGO Consulting has provided innovative business solutions designed to improve the productivity and performance of organizations. We help our clients become industry leaders through the use of effective software systems and solutions, focusing on providing exceptional service and delivering tangible results. 

crm consulting  Consulting Inc. TGO Consulting has provided innovative business solutions designed to improve the productivity and performance of organizations. We help our clients become industry leaders through the use of effective software systems and solutions, focusing on providing exceptional service and delivering tangible results. Read More

Evergreen Consulting LLC


Evergreen Consulting advises the wholesale distribution channel. The company’s focuses include strategic pricing, profitability improvement, sales effectiveness, and acquisition facilitation.

crm consulting  Consulting LLC Evergreen Consulting advises the wholesale distribution channel. The company’s focuses include strategic pricing, profitability improvement, sales effectiveness, and acquisition facilitation. 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 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.

crm consulting  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

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

crm consulting  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 Library ensures correct document versioning and allows users Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

crm consulting  And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

crm consulting  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is Read More

Fusion Consulting


Fusion Consulting provides operational management consulting services. Established in 2007, its client base primarily consists of tier-one corporations and agencies.

crm consulting  Consulting Fusion Consulting provides operational management consulting services. Established in 2007, its client base primarily consists of tier-one corporations and agencies. Read More

Slalom Consulting


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

crm consulting  Consulting Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

crm consulting  Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

crm consulting  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with Read More