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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 implementation objective


A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

crm implementation objective  Sales Process Guide | CRM Sales Process Implementation | CRM Sales Process Improvement | CRM Sales Process Management | CRM Sales Process Management Software | CRM Sales Process Methodology | CRM Sales Process Model | CRM Sales Process Planning | CRM Sales Process Presentation | CRM Sales Process Review | CRM Sales Process Solutions | CRM Sales Process Strategy | CRM Sales Process System | CRM Sales Process Templates | CRM Sales Process Tools | CRM Sales Processing | CRM Based Sales Process | CRM Best

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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 implementation objective

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

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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.

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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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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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Best Practices for ERP Implementation


Is your organization just beginning an enterprise resource planning (ERP) project, in mid-installation, or trying to recover from a failed or stalled implementation? Download this white paper to learn some strategies for successful ERP software implementation, including common ERP pain points (and how to avoid them), key considerations for new ERP projects, differentiators of best-in-class ERP implementations, and tips to make your ERP implementation more successful.

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Agiline 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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Managing ERP Implementation Projects to Deliver Increased ROI


ERP implementation projects have the potential to make or break a business. A well-implemented ERP solution can enable an organization to grow, run more cohesively, and drive substantial benefits in metrics. This report, based on an Aberdeen survey of 188 respondents, illustrates how Best-in-Class organizations scope out their ERP project plans and then manage and measure to deliver return on investment. Download the report.

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