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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 project documentation


Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

crm project documentation  Ciboodle began offering its CRM software products and services in the United States (US) in 2007 and has since acquired several marquee customers in the North American market.   What Customers Want from a Modern Service? Since its inception, Sword Ciboodle has helped large organizations make radical improvements to their customer service and sales operations. Although technologies, processes, and the overall customer service industry have undergone many changes since the company’s inception, the

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm project documentation

Requirements Definition For Package Implementations


How do you go about defining the requirements of large package systems, particularly those with the all-encompassing scope of ERP, EAM, and CRM software, and still satisfy the needs to the project team, the user community, and executive management? It’s a balancing act rivaling the circus performer trying to keep all of the plates spinning at once. While it is difficult to say one aspect of a project plan is more important than another, accurately and completely defining the needs to be fulfilled by the software is critical to the overall success of the implementation and the longevity of software. This article outlines a logical process for defining the requirements and keeping the plates spinning.

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Interview with Louis Suárez-Potts of OpenOffice.org and CollabNet


Louis Suárez-Potts speaks about the political and social architecture of open source communities as well as practices for successful oversight of a project. He covers specific examples from his role as community development manager for the OpenOffice.org project.

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TEC Talks to the Compiere ERP/CRM ProjectFree and Open Source Software Business ModelsPart Three: Compiere/ComPiere


Compiere project leader, Jorg Janke, reveals to TEC the advantages and difficulties in developing an ERP solution as Open Source software. Jorg explains some of the intricacies in modeling a business around servicing mature Open Source software.

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5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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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, 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.

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Smaller Vendors Can Still Provide Relevant Business Systems Part Three: Project Oriented Organizations


The unique business needs of project-oriented organizations, when addressed by large ERP vendors that offer general-purpose enterprise software, typically require heavy customization in order to work. On the other hand, when project-oriented organizations turn to small off-the-shelf project-management solutions, these solutions are soon outgrown by the user company.

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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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IT Project Risk Assessment


Information technology project risk often comes from non-technical aspects of the initiative. Assessing the impact of technology on people, management systems and other initiatives is essential to assure project success.

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