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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 data model


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 data model  final choice for the CRM system that is still to be implemented. The salesman has since left the company.   SalesLogix (Datex Corp.) C Notes Third-party vendor offered comfortable sales pitch, without being pushy and without pressure (though I wasn't thrilled with the product) Feedback I gave the salesman after the first demo led to an adjustment in the graphical user interface. Went with Datex Corporations WMS solution.   Oracle (Siebel) D+ Notes Salesman is friendly but got a bit pushier as the

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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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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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The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and extract useful information, is harder still. Even so, this data deluge has great potential for good—as long as consumers, companies, and governments make the right choices about when to restrict the flow of data, and when to encourage it. Find out more.

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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.

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Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the 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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YOur CRM Solution in Our 2011 CRM Buyer's Guide


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Linked Enterprise Data: Data at the heart of the company


The data silos of today's business information systems (IS) applications, and the pressure from the current economic climate, globalization, and the Internet make it critical for companies to learn how to manage and extract value from their data. Linked enterprise data (LED) combines the benefits of business intelligence (BI), master data management (MDM), service-oriented architecture (SOA), and search engines to create links among existing data, break down data walls, provide an open, secure, and long-term technological environment, and reduce complexity—read this white paper to find out how.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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A Roadmap to Data Migration Success


Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources, to a new target database. Effective planning and scoping can help you address the associated challenges and minimize risk for errors. This paper provides insights into what issues are unique to data migration projects and to offer advice on how to best approach them.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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