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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 finances


Xchange Adds To The List Of CRM Point Solutions' Casualties
Xchange's protracted troubles and its recent inglorious demise and subsequent auctioned sellout may prove the fact that the CRM point providers without a clear

crm finances  To The List Of CRM Point Solutions' Casualties Event Summary According to many recent reports in the press, it appears that Xchange, Inc . , once one of the leading marketing automation and analytics providers, has very recently closed down its operations. Xchange was founded by Andy Frawley in 1994 as Exchange Applications Inc. The news possibly comes as not a big surprise to informed market observers and/or to many of the company's customers, as it had at least for over a year been in a very difficult

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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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NetSuite SRP—Catering to Both Service and Product Companies


At SuiteWorld 2014, NetSuite announced its new services resource planning (SRP) solution, which addresses all the needs of both services- and product- based businesses. Get all the details in P.J.'s fourth write-up from the conference.

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TEC and IMPLANEX Join Forces to Better Serve Software Demand in Latin America


Technology Evaluation Centers (TEC), a global firm that specializes in on-line software evaluation services, and IMPLANEX, a firm that supports organizations in developing and expanding business in Latin America, establish an alliance to expand local software options in their evaluation centers and respond to the growing demand from Latin American companies for local application selection alternatives.

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Synergy Business Solutions


OVERVIEW & INDUSTRIES Synergy Business Solutions provides comprehensive software solutions primarily to organizations doing project-based work, including architecture, engineering, construction, pharmaceutical, research, biotechnology, professional services, and make-to-order manufacturing companies. SOFTWARESynergy implements Microsoft Dynamics SL (formerly Solomon) project-accounting (job-costing) software and integrates it with software you already use, i.e. Microsoft Office, as well as project management, CRM, collaboration, and analytics and reporting software. STRATEGIC VALUEThrough this powerful integration, Synergy helps organizations that have outgrown their systems and procedures or have found them cumbersome, to operate more efficiently and profitably while effectively managing projects, resources, time, financials, and growth. PROVES THE SYSTEM WORKS BEFORE YOU PURCHASE Synergy’s Plan > Prove > Purchase > Perform approach means Synergy plans your solution, using your real data, and then proves to you that it meets your business requirements. You see a working solution not a theoretical demonstration before you purchase. Once implemented, your company performs with new efficiency. SOLUTIONSProject Management and Accounting Synergy implements and supports Microsoft's Project Management and Accounting solution. It empowers your organization’s managers with a flexible, integrated solution tailored to your business needs. From smoothly launching new projects and tracking their progress, to getting out invoices, to analyzing projects, this powerful solution helps keep projects on track.Financial Management With your project-accounting solution you get seamless financial connectivity across your entire system, including integration with project accounting, materials management (distribution), and other business processes. Information is centralized and easily accessible, helping eliminate redundant data entry, increase accuracy, and facilitate informed, flexible reporting. Analytics and Reporting Synergy’s Analytics and Reporting solutions utilize the data in your accounting/ERP system generally Microsoft Dynamics SL along with the most advanced analytical tools, to deliver accurate business insight about your customers, projects, markets, finances, inventory, orders, etc.Materials Management Superb customer service begins and ends with your ability to maintain control over every aspect of your materials management or distribution processes. Synergy helps you build long-term profitability with lasting relationships with your customers and vendors providing them with the information and services they want.Business Portals Enhance productivity by providing user and customer-specific access to information and processes from a single portal. Synergy implements Business Portal, integrated with project accounting software, which takes the hassle out of common tasks, reduces information support costs, and helps deliver at-a-glance access to project and financial information, anywhere and anytime. Collaboration Through Microsoft Windows SharePoint Services, Synergy helps your project-driven organization increase efficiency and improve team productivity. SharePoint delivers tools for collaboration and document management and sharing that keep people connected across organizational and geographic boundaries.CRM Synergy’s integration between Microsoft Dynamics SL and Microsoft CRM gets you one-click customer views in CRM from within accounting or project modules. Data created in one application automatically passes to the other, which reduces duplicate data entry and gives all stakeholders complete visibility of a customer

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BST Global


BST Global delivers practical business software and services solutions to Professional Services Organizations. For over thirty years, we have helped our clients more profitably manage their projects and finances, improve customer relationships and better manage resources the world over.

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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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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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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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Maximizer 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.

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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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