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Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements
While the ERP mid-market has seen more vibrant intra-market merger & acquisition activity during 2001, it appears that 2002 will, for some more tenacious Tier 2

crm in ms excel  Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements Event Summary Microsoft 's acquisition of Great Plains , MAPICS' acquisition of Pivotpoint, and the merger of former Navision Software and Damgaard in 2000, combined with the anxiety of the then only looming economic slowdown, triggered the spate of mergers & acquisitions throughout 2001 (see The Mid-Market Is Consolidating, Lo And Behold ). As the ground seems to be settling down from quakes and tremors of these mergers, s 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 in ms excel


To Gain Market Share in the Mid-Market, SAP Leaves No Stone Unturned
The star above small and medium businesses (SMB) has never been so bright. CRM solution vendors are courting this market segment extensively. This is the

crm in ms excel  providing the most comprehensive CRM package to the market. Today the gap is shrinking and both SAP and Siebel are reaching functional parity, causing users to consider other factors in their selection process. SAP even outscores Siebel in important features such as order management and content management that factor high in a sales force automation (SFA) environment. As vendors reach functional parity across CRM applications, the SMB users pay more attention to other decisive factors such as integration Read More...
Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 2: Market Impact
Tier2/Tier 3 vendors are prepared to endure the onslaught of the likes of SAP, Oracle, and PeopleSoft, as well as of proverbial mid-market leaders such as J.D

crm in ms excel  Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 2: Market Impact Market Impact The erstwhile frenzy of enterprise applications software company mergers and/or acquisitions was not exactly a big surprise, as consolidation is normal to almost every industry. The Y2K-problem caused a market slump in 1999 and the current protracted global economic slowdown has been particularly hard on the smaller vendors, which have the same need to expand their offerings but much scarcer resources at their dispos Read More...
Microsoft Paints CRM Landscape On Lately A ‘Still Nature’ Business Applications Scenery
While most of its applications co-opetitors have been licking their wounds and bracing for a long summer drought, fat cash cushioned Microsoft has been putting

crm in ms excel  1,100 Microsoft Great Plains' CRM customers in total. The reality is that both products will be competing in the same channel partners network sooner or later, rendering the alliance dissolution as a not impossible outcome. This concludes Part One of a two-part note on Microsoft CRM. Part Two will discuss the challenges faced by Microsoft and make User Recommendations. Read More...
Application Giants in Duel and Duet for Users’ Hearts, Minds … and Wallets
While SAP and Microsoft are concurrently partnering for certain initiatives, they are still dueling about who is bigger, better, smarter, whose user screens are

crm in ms excel  as Employee Self-Service, SAP CRM (Customer Relationship Management) 4.0, SAP SRM (Supplier Relationship Management) 5.0, or SAP BW (Business Warehouse) 3.5 . The early product release also ran only in English and within Outlook (as opposed to Word or Excel). More Than Meets the Eye In addition to disseminating useful SAP data among knowledge workers (outside of its traditionally limited power-user dispatch list), Duet has been crucial for being a proof of concept model illustrating the potential Read More...
Keeping Cash Flow in Focus While Driving Business Performance
One of the most basic business axioms, held dear by all firms but especially small companies, is that cash flow is king. Customer payments are essential for

crm in ms excel  Cash Flow in Focus While Driving Business Performance One of the most basic business axioms, held dear by all firms but especially small companies, is that cash flow is king. Customer payments are essential for fueling all other business activity, from staff salaries, to raw materials, to rent. Growing firms need to be especially attentive to cash flow because sales increases typically require new investments associated with product or service production before payments are received. Learn more Read More...
SMB Team On-Demand CRM Comparison Guide
This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

crm in ms excel  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More...
ERP in the Midmarket 2009: Managing the Complexities of a Distributed Environment
Whether a company is trying to move its performance in enterprise resource planning from laggard to industry average, or industry average to best-in-class, this

crm in ms excel  in the Midmarket 2009: Managing the Complexities of a Distributed Environment Whether a company is trying to move its performance in enterprise resource planning from laggard to industry average, or industry average to best-in-class, this white paper reviews the benchmarks of success and the necessary steps to help spur performance improvements. Read More...
CRM-A Real Challenge
Customer relationship management (CRM) should not be viewed as an information technology (IT) tool but as a strategic enabler for organization-wide impact. This

crm in ms excel  recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations. Read More...
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

crm in ms excel  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 Read More...
Professional Service Strategies that Win: IT’s New Role in the Cloud
Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most

crm in ms excel  Service Strategies that Win: IT’s New Role in the Cloud Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to Read More...
NetSuite 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

crm in ms excel  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 Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties
The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization

crm in ms excel  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More...
Best Practices for Using Excel as a BI Tool
Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business

crm in ms excel  Practices for Using Excel as a BI Tool Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business intelligence (BI) solution, Excel often becomes the go-to tool for compiling and analyzing business data In this guide, John Wilson, CEO of Claim Insights, and other Focus Experts offer top tips and best practices for using Excel as a business intelligence tool. Read More...
CRM-ERP


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