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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.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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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.

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Shelko Consulting LLC


Shelko Consulting LLC, founded in 1993, is an award-winning software provider for the following Best Software applications: MAS 90, MAS 200, MAS 500 and SalesLogix CRM. They have a unique in-house blend of accounting, business and software expertise to help small and mid- market businesses achieve their goals. As a back-office and front- office solutions provider, we design, implement, customize, integrate, manage and support our software packages. Shelko currently has over 150 satisfied clients in the Mid-Atlantic region.

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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. 

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ETG Consulting


ETG is an international ERP consulting company dedicated to help its customers reach their full business potential through industry specific solutions including consultancy services, industry best practices, industry templates and software within retail, construction, manufacturing and healthcare industries.   Leveraging our best practices with our expertise, we provide exceptional customer service and promote customer satisfaction.   ETG headquarter is in Istanbul, branch in Atlanta, and is serving to our customers in US, EMEA.   We are proud of being an awarded Microsoft Partner. ETG has received “Customer Excellence Award, Retail Industry Leadership at EMEA” for Microsoft Dynamics AX, recognized as “President Club Member” in a row, selected as one of the “Deloitte Technology Fast50” and holding “Microsoft Gold Enterprise Resource Planning”, “Microsoft Silver Customer Relationship Management”, “Microsoft Silver Learning” partnership.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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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.

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Business Services and Consulting


There are several ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client's activities). Of course, these two different types of activities can be combined into one, depending on the client's requirements.

However, the line between the two types is sometimes blurry. For instance, a company may provide shipping logistics services for a client (or for the client's clients), in the sense that it handles the shipping of goods for the client; but it can also provide consulting services (or extend its own logistics services) to help the client improve the transportation system already in place.

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Leveraging 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.

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