X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm proposal project


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

crm proposal project  web-site links for reputable CRM community portals. 2. Solicitation: Prepare a Request For Proposal (RFP) Preparing an RFP does not mean you need to abide by the Federal Acquisition Requirements (not fun – trust me). It simply means creating a structured communication of your requirements that forms a reference point for vendors to respond and a yard-stick (is it a metre stick in Europe?) against which to objectively compare the many product offerings you will initially consider. The content of your

Read More


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  

Evaluate Now

Documents related to » crm proposal project

Project-oriented versus Generic GL-oriented ERP/Accounting Systems


Caught between big-vendor ERP offerings requiring heavy customization, and off-the-shelf project management solutions that are easily outgrown, project-oriented organizations have special accounting needs. Find out more about those needs, along with recommendations for what solutions you should be taking a closer look at.

crm proposal project   Read More

CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor


TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

crm proposal project   Read More

TEC Helps Companies Compare, Select, and Evaluate PPM or Project Portfolio Management Software


Enterprise software analyst firm Technology Evaluation Centers (TEC) recently launched its Project Portfolio Management (PPM) Evaluation Center, to help project managers, consultants, and decision makers compare the most qualified PPM systems based on their own, unique priorities.

crm proposal project   Read More

Project-oriented Software: Many Choices, Many Differences


Professional service organizations sell not just time, but knowledge. Thus, in addition to time and expense management, a business management software product must support a means for knowing how this knowledge is tracked, assigned, managed, and billed. But which product?

crm proposal project   Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm proposal project   Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

crm proposal project   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 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 it lucrative for smaller businesses.

crm proposal project   Read More

The Keys to Effective Project Governance Leadership


Project Sponsor.com conducted a three-year research program on project governance. The findings turned up some surprising facts on how project governance is approached and applied in businesses today, and shed some light on what is required for project governance to be effective.

crm proposal project   Read More

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...

crm proposal project   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 proposal project   Read More