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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 in pdf form


Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

crm project in pdf form  under one executive. In CRM Phase II, a functional structure will, at the very, least slow change and could completely shut down opportunities for competitive advantage. In our first two case studies, the initiatives were driven directly by the CEO. The champion must have enough organizational clout to drive a cultural shift in thinking and interacting with customers. More and more, a Chief Customer Officer (CCO) is emerging in the organizational structure to lead this change. What steps should the CCO

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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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Achieving Business Intelligence (BI) in Midsize Companies


Like many of today’s IT decision makers, you may be considering a business intelligence (BI) solution for your midsize company. But how do you go about adding BI without disrupting your company? Without breaking the bank? Without having to add staff members with specialties you’ve never even heard of before? This paper helps answer those questions, with practical advice for bringing BI into your midsize company.

crm project in pdf form  systems. Customer relationship management (CRM) systems. Enterprise resource planning (ERP) systems. Asset tracking systems. Heck, just filing an expense report in a big company can be like trying to pass a bill in Congress— everything is complicated. To a large degree, big companies can't avoid that complexity. They're subject to a lot of legal scrutiny, for one thing. Microsoft, for example, has to be very cautious about how its various business units interact, simply because they're almost Read More

Information Architecture in Office SharePoint Server


Before any medium-to-large company implements Microsoft® Office SharePoint® Server 2007, it’s important to become familiar with the process that may occur. Included in this practical scenario, using a fictional company, are typical approach and implementation techniques that may come up when planning, customizing, and deploying Microsoft® Office SharePoint® Server 2007. Learn more about the features and functionality available.

crm project in pdf form  departments provided by a CRM system or office locations provided by a custom database. Search The final step in Business Data Catalog deployment is adding the Business Data Catalog application to the enterprise search results. This allows the use of the existing search functionality to locate Business Data Catalog content alongside standard SharePoint corporate document content. These sources can be included in different scopes for more discreet control and even mapped to content types. This application Read More

Project-oriented Software: Many Choices, Many Differences


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crm project in pdf form  Award , Deltek FMS's CRM application, but project data must be exported from the business management system, imported into Award (where the proposal can be finalized), and then exported back to the business management system. Deltek FMS supports what could be called lower-level collections management, including statement printing and dunning letters. There is some indication that Deltek FMS will not be promoted quite as vigorously as it was when it was an independent firm. Deltek Vision apparently has Read More

Benchmarking ERP in SMB


Many small companies have limited resources to devote to the implementation and maintenance of enterprise resource planning (ERP). Fortunately, the price performance of ERP and the underlying infrastructure supporting it have improved steadily and significantly over the past two decades. In fact, solutions that were once beyond the reach of these small companies are now well within their grasp.

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How Best-in-class Plan, Budget, and Forecast in Today’s Dynamic World


Prospects for the global economy remain precarious. But effective financial planning, budgeting, and forecasting can enable successful decision making even in periods of unprecedented change. Dynamic financial planning enabled through five key elements—process, organization, knowledge management, technology, and performance management—give business leaders the tools to take action and emerge even stronger. Find out how.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm project in pdf form  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

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PDF/A and the Document Retention Landscape


PDF is a widely used yet still limited document storage format. PDF/A, an internationally standardized version of PDF, provides further long-term stability of archived data, while permitting users to customize methodologies. However, knowledge managers should ask what software tools must be used in conjunction with PDF/A to ensure electronic archival material is accessible, searchable, and reliable in the long term.

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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm project in pdf form  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

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Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing intensified regulatory compliance. Effective governance, risk, and compliance (GRC) initiatives can multiply efficiency advantages of more conservative automation efforts while providing accurate, timely insight into the entire financial picture of the enterprise.

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2011 HR Technology Conference & Expo (Day 2): What Happens in Vegas Shouldn’t Have to Stay in Vegas


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