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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 financial planning


Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part Two: Challenges and User Recommendations
Although CPM (aka EPM) starts with strong financial management, it will eventually extend beyond financial planning to almost all areas of corporate activity

crm financial planning  such as ERP and CRM systems. Another financial reporting intruder is Cetova , a spin-off of consulting firm GL Associates , which has created a financial statement reporting product, C-FAR , leveraging the years of implementation experience with former J.D. Edwards' World and OneWorld product lines (now part of PeopleSoft ), which has been a coveted but never penetrated market for FRx. User Recommendations When evaluating your current system determine the additional value that can be generated using

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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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm financial planning  you can track. Your CRM metrics should track to your organization s other financial and business objectives. In addition, the CRM metrics you choose will be specific to your company s size, product lifecycle, and your corporate mission. The key is to get good insight without becoming a slave to the metrics. To avoid that, it s best to identify the smallest number of performance metrics that can still properly encapsulate the business objective. For example, a new company with a promising but unknown Read More

Financial Times Insight: Business Growth


Even in tough economic times, innovative small-to-midsized companies can still find opportunities for growth. Technology and business software solutions like enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM), product lifecycle management (PLM), and supplier relationship management (SRM) can help your company ride out the global economic downturn. Find out how.

crm financial planning  (SCM), customer relationship management (CRM), product lifecycle management (PLM), and supplier relationship management (SRM) can help your company ride out the global economic downturn. Find out how. Read More

Enterprise Resource Planning Systems Audio Conference


This is a transcript of an audio conference on Enterprise Resource Planning Systems presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a real time evaluation and selection. It then reviewed the critical differentiating ERP criteria, as well as detailed comparisons of the several major ERP vendors: SAP, Oracle, PeopleSoft, J.D. Edwards, Baan, Intentia, System Software Associates (SSA),Geac Computers, Industrial & Financial Systems (IFS), QAD, MAPICS, Symix Systems, Great Plains, and Lawson Software.

crm financial planning  abandoned in-house development of CRM modules; being a privately held company, its immunity to financial statement disclosure might concern more conservative CFOs. Conclusion Now that we've discussed each of the vendors in our model, let's take a look at some of the other parts of eBestMatch . First, we'll go to the Weigh Criteria section. Do this by clicking on the 'weigh criteria' option on the top menu bar. The Weigh Criteria screen is used to assign your own customized weights to the selection Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm financial planning  Selecting a new enterprise CRM solution is a significant undertaking that requires careful planning and managed execution. There are a number of common mistakes that organization’s make. Failing to execute the process in an objective and structured fashion can be an expensive financial and reputational mistake. We hope that the preceding tips prove helpful in your CRM selection process. Appendix I: Requirements Extract – Marketing Management The example below is intended to share a structure and Read More

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.  

crm financial planning  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More

2011 Trends Report: Enterprise Resource Planning (ERP)


Find out in guide to quickly fill you in on the 2011 Trends Report: Enterprise Resource Planning .

crm financial planning  2011 trends report enterprise resource planning erp,trends,report,enterprise,resource,planning,erp,trends report enterprise resource planning erp,2011 report enterprise resource planning erp,2011 trends enterprise resource planning erp,2011 trends report resource planning erp. Read More

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.

crm financial planning  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. Read More

Reduce the Pain of ERP Upgrades with Better Planning


In the white paper reduce the pain of ERP upgrades with better planning, you'll learn how to create a successful upgrade plan, with steps for impl...

crm financial planning  the Pain of ERP Upgrades with Better Planning Face it: system upgrades are no fun. But to really make your ERP purchase worthwhile in the long term, maintenance is key to protecting its value and serving your evolving business needs. In fact, companies that don't upgrade miss out on the financial benefits of newer and more cost-effective technology. So how can you ensure the upgrade is a smooth transition ? In the white paper Reduce the Pain of ERP Upgrades with Better Planning , you'll learn how to Read More

TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

crm financial planning  2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought Read More

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.

crm financial planning  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

The 2011 Buyer's Guide to Accounting and Financial Software


Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide for a comprehensive overview of how cloud computing can help, including a handy chart comparing software delivery models and vital tips for evaluating cloud solutions for finance and accounting.

crm financial planning  2011 Buyer's Guide to Accounting and Financial Software Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download Read More

Essentus Vision Planning


Essentus Vision Planning brings a tightness and flexibility to retail planning operations. One system integrating merchandise and financial planning, with an additional assortment planning module, Vision Planning gives the depth and flexibility to maximize your assortments.

crm financial planning  Vision Planning Essentus Vision Planning brings a tightness and flexibility to retail planning operations. One system integrating merchandise and financial planning, with an additional assortment planning module, Vision Planning gives the depth and flexibility to maximize your assortments. Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

crm financial planning  Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools such as business applications are necessary for the vast Read More

Best-of-Class Financial Systems: an Alternative to ERP


In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

crm financial planning  of-Class Financial Systems: an Alternative to ERP You can't survive without a full-scale ERP system. That's been the industry marketing hype for years, but does it apply to you? Yours may be one of many companies that can do well with a simpler, less expensive IT setup. In Best-of-class Financial Systems: An Alternative to ERP , find out how a best-in-class financial system might deliver all the functionality you really need-with all these advantages over ERP: less expensive less complex easily Read More