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The Lesser-Known (Social) Facts about Microsoft Dynamics CRM
With the continued success of Microsoft Dynamics CRM, one wonders how the company can continue to provide innovative products and dominate the CRM market? TEC

crm html templates  users with a Web-based CRM client that works on any HTML rendering device, small or large. The UI can be customized to show only the types of objects that an organization wants to expose to mobile users. Microsoft Dynamics CRM Activity Feeds —The November 2011 Service Update will deliver the first of several waves of social innovation for Microsoft Dynamics CRM. This release will deliver activity feeds, which simplify business insight and collaboration across internal communities. Activity feeds will Read More
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&n...
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Documents related to » crm html templates


Besieged By The CRM Throne Aspirants, King Siebel Delivers
Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft

crm html templates  case with many traditional CRM vendors. As a result, if the importance of order management and content management in a user's business strategy is great, one should not be terribly surprised if SAP or any other traditional ERP vendor outscores Siebel in the enterprise applications selection. This begs the question: when will Siebel move beyond fancy order capturing, contact management, and/or call center, and take on the user's entire order management process? In addition to order management Read More
ACCPAC -- Being Much More Than Meets The Eye Part Two: Announcements Continued
ACCPAC continues to expand its products footprint and operations worldwide.

crm html templates  of eWare Limited for CRM software (see Part One ) Acquisition of manufacturing software from Lahey Software (see Part One ) Release of ACCPAC Advantage Series version 5.0 for a 100% web-based accounting solution for mid-sized companies. (see Part One ) Release of ACCPAC Advantage Series for the Linux desktop (see Part One ) Release of ACCPAC Exchange the first Electronic Data Interchange (EDI) offering to integrate mid-market accounting applications with IBM Business Exchange Services , aimed at Read More
TEC’s I&CM Evaluation Center (Slowly but Surely) Gaining Traction - Part II
Part I of this blog series expanded on some of TEC’s earlier articles about companies’ need for better commission and incentives calculations and best sales

crm html templates  from customer relationship management (CRM) systems, and from the order entry, human resources (HR), payroll, accounts payable (A/P), and general ledger (G/L) modules of enterprise resource planning (ERP) systems. The source systems layer can also handle unstructured data coming from Microsoft Word, Excel, PowerPoint , and PDF documents. At the data storage layer, there is support for the Microsoft SQL Server, Oracle and IBM DB2 databases, while at the presentation and analytics layer, there is support Read More
Collecting Meaningful Data from the Web: Once an Impossibility, Now a Reality
The traditional way of extracting data from disparate data sources has been transformed by the emergence of new tools and applications, as well as the

crm html templates  systems, customer relationship management (CRM) applications, and others. Data sources also included such documents as plain-text docs and even spreadsheets. The traditional way to extract data from these sources involved a data integration application that connected to data sources via an application programming interface ( API ), which enabled connection and communication between different types of databases or data sources. However, with the recent explosion of Web content , along with the rapid Read More
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

crm html templates  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More
Market Focus Report: The Value of Mobile and Social for CRM
Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included

crm html templates  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More
Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

crm html templates  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : Read More
The Forrester Wave: CRM Suites for Large Organizations, Q2 2010
In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software

crm html templates  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More
Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm html templates  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm html templates  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

crm html templates  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More
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

crm html templates  the Business Parameters of CRM In Search of a Charter Customer relationship management (CRM) represents a powerful and sophisticated set of software applications that are designed to leverage the efforts of customer-facing functions such as sales, marketing, and customer service. The CRM industry continues to flounder due to high costs and perceived high failure rates. Despite thousands of pages of analyst reports and hundreds of books written on the subject, the industry and the end user community Read More
Microsoft Throws .NET At SMEs, With CRM As Bait
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its

crm html templates  .NET At SMEs, With CRM As Bait Event Summary On February 26, Microsoft Corporation (NASDAQ: MSFT) announced it would deliver Microsoft Customer Relationship Management (MS CRM) , the first Microsoft business solution built on its .NET platform later this year, possibly as early as October. The move is Microsoft's latest aim at the business application market for small enterprises, a market it ultimately plans to dominate. Accessible from Microsoft Outlook and the Web, MS CRM is devised to enable small Read More

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