X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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...
 

 crm is the tool used


CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

crm is the tool used  current Relative Importance of CRM Analytics is 11.11%, as stated in parentheses below the X-axis. The Y-axis is the Weighted Average. The graph indicates that as the Relative Importance of CRM Analytics increases, the scores for Microsoft and Genesis Global Technologies decrease while the score for Exact Software increases. The graph also indicates that the rank of the vendors would change if the Relative Importance of CRM Analytics was increased to approximately 30%. This graphing capability is useful

Read More


Software Test Tools RFI/RFP Template

Used in Design, Used While Coding, Used While Testing, Test Support Tools, General Functionality, Integration with Other Tools, Testable Platform, Ease of Use and Customizable UI, Archite... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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...

Documents related to » crm is the tool used

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.

crm is the tool used  CRM. Truth be told, CRM alone is not enough as not all CRM providers have a real workflow engine to permit full process automation. After the initial burst of enthusiasm for CRM in the late 1990s, CRM as a category suffered a confidence blow as enterprise-level systems were not embraced by the employees who were supposed to use them. Although workflow-enabled, the complexity of the user interface of these expensive onpremise CRM applications ultimately doomed these projects to failure. For the most Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

crm is the tool used  global view. While Consona CRM is focused on the business benefits of these capabilities, they are not actually sold independently, and benefits can still be realized through either Cognos or an SSRS infrastructure. The bottom line is that most Consona CRM customers are asking the vendor to adopt the Microsoft BI tools that come as core infrastructure with Microsoft SQL Server , and Consona CRM is in the process of developing similar functionality for the Microsoft stack. As indicated before, Consona 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 is the tool used  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. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in Read More

The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

crm is the tool used  models. Mobile CRM Mobile CRM is one of the fastest growing segments of the CRM marketplace as companies are looking for innovative ways to reach customers. The convergence of fourth generation WIFI networks, and the addition of greater functionality uniquely designed for wireless technologies, has resulted in a fully mobile office environment. The belief is that a dynamic, integrated sales force can increase the number of sales opportunities by giving sales personnel more time to meet with clients, as Read More

On the Move: Great Productivity Solutions for the Mobile Sales Team


In this paper it’s argued that over the next three to five years, the winners in sales will be the ones who figure out how to smoothly and productively manage a mobile sales team. Selling will be a mobile discipline. It’s imperative to craft a plan for making mobility standard and keeping information secure.

crm is the tool used  mobile crm ppt,what is mobile crm,mobile crm application,mobile crm solution,cwr mobile crm,mobile crm applications,microsoft mobile crm,mobile crm solutions,mobile crm software,windows mobile crm,mobile crm,mobile sales team Read More

E-Procurement Usability: The Good, The Bad and The Ugly


Adoption of enterprise resource planning (ERP)-based E-Procurement solutions has hit a plateau in recent years due to inherent usability deficiencies, exacerbated by heightened user expectations. It is now possible to leverage all the existing infrastructure of leading platforms with a friendlier, consumer-like user interface (UI) that can be rapidly deployed with minimal cost or change management impact. Find out how.

crm is the tool used  Procurement Usability: The Good, The Bad and The Ugly Adoption of enterprise resource planning (ERP)-based E-Procurement solutions has hit a plateau in recent years due to inherent usability deficiencies, exacerbated by heightened user expectations. It is now possible to leverage all the existing infrastructure of leading platforms with a friendlier, consumer-like user interface (UI) that can be rapidly deployed with minimal cost or change management impact. Find out how. Read More

Client/Server and the Internet Converge: The Smart Client Application


Everyone wants the biggest bang for their IT buck—the most functionality and ease of use, deployed to the widest audience, for the lowest cost. But for years, packaged software, despite high up-front and recurring costs, has been a must-have. However, business professionals are beginning to recognize a more efficient approach to their software needs: the smart client.

crm is the tool used   Read More

Nurturing the Cloud Ecosystem at the Acumatica Partner Summit 2014—Part One


TEC's P.J. Jakovljevic recently attended the Acumatica Partner Summit 2014 in Denver, Colorado, where the cloud ERP vendor’s partner ecosystem gathered to collaborate and explore all things Acumatica. In a series of posts, P.J. gives a short history of the company and overview of its partner channels, then explores Acumatica’s current focus on its partner network and where the company might be headed in the future.

crm is the tool used  and customer relationship management (CRM), while some might also develop their own add-on intellectual property. Depending on the deployment, Acumatica gets some royalty for each customer (approximately $10 per user per month if the VAR is hosting, a bit more if Acumatica provides hosting).   Acumatica offers a very VAR-friendly program, whereby it doesn’t compete with VARs for sales, there are no program membership fees, and it awards industry-leading generous margins. Based on partners’ Read More

Support for Old Releases-Good for the User but Is It Good for the Vendor?


The decision to support older releases is like any other business decision, it is all about the money and profitability. If the vendor can make money at providing support for older releases, it is good business for the vendor. The decision may be sugar-coated with pronouncements about doing what is good for the customer, but both the vendor and the customers know that the first consideration must be the money.

crm is the tool used  for Old Releases-Good for the User but Is It Good for the Vendor? Introduction A slew of recent announcements and vendor analyst briefings might be showing an interesting trend. Namely, enterprise software vendors are becoming more amenable to pledging support for older (even quite antiquated) product releases, much to the delight of anxious users who still rely on those releases. Until very recently, these users were faced with vendors' more or less subtle ultimatums and deadlines by which they Read More

Back to the Future—Revisiting Capital and the Bank of Tomorrow


Over the decades there have been many views on what the bank of the future would be. Some ideas have been radical and some have been transitional, while others never really took hold. It just might be that what we need for the bank of tomorrow is not a new model, but rather one that takes inspiration from the bank of yesterday. Download this paper and find out more.

crm is the tool used  to the Future—Revisiting Capital and the Bank of Tomorrow Over the decades there have been many views on what the bank of the future would be. Some ideas have been radical and some have been transitional, while others never really took hold. It just might be that what we need for the bank of tomorrow is not a new model, but rather one that takes inspiration from the bank of yesterday. Download this paper and find out more. Read More

Safeguarding the Enterprise at the Endpoint


In today’s increasingly connected business environment, IT organizations need to implement an ever-higher standard of security at the network endpoint. Administrators must meet the needs of new and more demanding regulatory requirements, foil an expanding population of professional computer criminals, and prevent rapidly propagating new viruses from entering and damaging operations. Discover a solution that can help.

crm is the tool used   Read More

The Automotive Supply Chain in the New Normal: Analysis of the Industry and its Supply Chain Opportunities


While change is never easy, continuing with an outdated process does not help companies to stay competitive. Learn how transforming your S&OP process from a supply-demand balancing exercise to a strategic approach that integrates your entire business can increase supply chain visibility, improve customer service, and ensure a better balance between demand, capacity, and profitability. And know the Top 10 myths in S&OP.

crm is the tool used  Automotive Supply Chain in the New Normal: Analysis of the Industry and its Supply Chain Opportunities While change is never easy, continuing with an outdated process does not help companies to stay competitive. Learn how transforming your S&OP process from a supply-demand balancing exercise to a strategic approach that integrates your entire business can increase supply chain visibility, improve customer service, and ensure a better balance between demand, capacity, and profitability. And know the Top Read More

The 13th Vendor Shootout for ERP Software: See How the Vendors Compare


The 13th Vendor Shootout for ERP is a great opportunity for companies looking for a new enterprise resource planning (ERP) solution to evaluate some of the important players. Previous editions featured Oracle E-Business Suite, IFS, Sage ERP X3, SYSPRO, and others. The 13th edition features eight vendors specializing in discrete manufacturing, with one exception (SAP Business ByDesign, which

crm is the tool used  13th Vendor Shootout for ERP Software: See How the Vendors Compare The 13th Vendor Shootout for ERP is a great opportunity for companies looking for a new enterprise resource planning (ERP) solution to evaluate some of the important players. Previous editions featured Oracle E-Business Suite, IFS, Sage ERP X3, SYSPRO, and others. The 13th edition features eight vendors specializing in discrete manufacturing, with one exception (SAP Business ByDesign, which focuses on services). The solutions being Read More

How to Transform Your Operations Today with the Technology of the Future


Radio frequency identification (RFID) is the most rapidly growing segment in today's automatic identification industry. The creation of the Auto-ID Electronic Product Code (EPC) Standard coupled with affordable RFID tag costs, and Wal-Mart's mandated adoption of the standard for all its suppliers, will drive rapid deployment. Learn how RFID will evolve as the cost and capability of deploying the system becomes more operationally feasible and economical, and of the benefits it will bring.

crm is the tool used  to Transform Your Operations Today with the Technology of the Future Radio frequency identification (RFID) is the most rapidly growing segment in today's automatic identification industry. The creation of the Auto-ID Electronic Product Code (EPC) Standard coupled with affordable RFID tag costs, and Wal-Mart's mandated adoption of the standard for all its suppliers, will drive rapid deployment. Learn how RFID will evolve as the cost and capability of deploying the system becomes more operationally Read More