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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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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.
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 crm relationship management spreadsheets


Customer Relationship Management (CRM) RFI/RFP Template
Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

crm relationship management spreadsheets  Relationship Management (CRM) RFI/RFP Template The Customer Relationship Management (CRM) RFI/RFP Template lists and describes 1363 features and functions found in Customer Relationship Management (CRM) software solutions. This Customer Relationship Management (CRM) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Customer Relationship Management (CRM) software selection projects. Features and functions included in this Customer

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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

Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality 

Evaluate Now

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The Executive Guide to Contract and Chargeback Management


Life sciences companies are struggling to manage large group purchase organization (GPO) contracts, process chargeback submissions, and ensure that pricing policies comply with regulatory requirements. Costs and risks are escalating as these demands outstrip the capabilities of existing systems. Learn how contract and chargeback management solutions can help you maximize growth while limiting regulatory risk.

crm relationship management spreadsheets  e-MPOWER (discrete manufacturing) Pivotal CRM and Saratoga customer relationship management (CRM) , CDC MarketFirst (marketing automation and lead management), Respond (customer complaint and feedback management), c360 CRM add-on products, industry solutions and development tools for the Microsoft Dynamics CRM platform, Platinum HRM (human resources), and business analytics solutions. These industry-specific solutions are used by customers worldwide within the manufacturing, industries. The company Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

crm relationship management spreadsheets  Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful and informative, and we invite Read More

The Challenge to Achieve Perfect Order Management


Superior order management can provide you with a competitive edge across the board. To move closer to order perfection and a truly loyal customer base, you must cost-effectively eliminate the issues preventing on-time, accurate order fulfillment. This involves every process, including planning and forecasting, acquiring and creating accurate orders and contracts, handling order changes, and resolving fulfillment and post-delivery problems.

crm relationship management spreadsheets  repair turnaround times. The CRM results to date include increased revenue from early lead qualification and efficiency as well as online sales of products and service plans, rapid responses to customer inquiries, reduced sales cycle time, and faster and more accurate sales forecasting. The estimated internal rate of return on its investment of its suite of IT solutions was approximately 50% by the end of 2004. As it relates to customer value, having an isolated or partial view of the customer is Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm relationship management spreadsheets  | CRM Quality | CRM Relationship | CRM Relationships | CRM Report | CRM Research | CRM Review | CRM Reviews | CRM Security | CRM Service | CRM Services | CRM Software | CRM Software Application | CRM Software Comparison | CRM Software Solutions | CRM Softwares | CRM Solution | CRM Solution | CRM Solution Software | CRM Solutions | CRM Strategies | CRM Strategy | CRM Strategy Development | CRM Structure | CRM Study | CRM Success | CRM Suite | CRM Support | CRM System | CRM Systems | CRM Technical | CRM Read More

A Candid Conversation with a Field Service Workforce Management Leader


ClickSoftware, rooted in field service workforce scheduling and optimization, provides automated workforce management and optimization solutions, on-demand and on-premise, creating business value through higher productivity, customer satisfaction, and operational efficiency. Its patented concept of “continuous planning and scheduling” covers the entire service lifecycle management realm. TEC presents a candid Q&A session.

crm relationship management spreadsheets  (EAM), customer relationship management (CRM), maintenance, repair, and operations (MRO), inventory management, and so on, unless, of course, it comes bundled with SAP or IBM Maximo . As a result, ClickSoftware has been driving its success by partnering with SAP since 2008, with SAP reselling its applications as the “ SAP Workforce Scheduling and Optimization application by ClickSoftware .” ClickSoftware has also been partnering with Microsoft Dynamics for its prepackaged midmarket ClickIMRS Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

crm relationship management spreadsheets  Relationship Management (CRM) Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, Read More

Program Management Office: A Term Not Fully Understood


The term program management office (PMO) has been around for some time. Its core concepts, methods, and benefits have remained constant, while resources and tools have changed somewhat over the years. But not understanding what a program office is and when it should be leveraged is a common pitfall and reason for failure. Find out more about the program office, and its roles, processes, and responsibilities.

crm relationship management spreadsheets  programme management,effective program management,project management,enterprise program management,program management methods,program management process,it program management,program management plan Read More

OutStart TrainingEdge.com Learning Management System Certification Report


The OutStart product TrainingEdge.com is now TEC Certified for online evaluation of learning management systems in the Human Capital Management (HCM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Alfanar IT Solutions-Enterprise Content Management


Alfanar IT, an information technology company operating in Saudi Arabia since 1995, in partnership with OpenText is providing enterprise content management (ECM) solutions to both government and private sectors—two sectors undergoing rapid automation and thus in need of ECM solutions in Saudi Arabia. Read this paper to see how alfanar IT plans to address these market needs and the improvements expected with OpenText.

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Blackboard Learn 9.1 for Learning Management Certification Report


Blackboard Learn 9.1 is now TEC Certified for online evaluation of learning management systems in the Human Capital Management Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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How Integrated Facilities Management Software Automates Facilities Management


Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.”

crm relationship management spreadsheets   Read More

Performance Management Framework for Mobile Workforce Management and Field Service


Mobile workforce management is a complex process that includes workforce planning, assignment decisions, and plan execution. To align this complex process with your business goals, you need to measure your performance and develop various corrective actions. This white paper discusses performance management—and how you can measure, analyze, and make decisions about the performance of your workforce and service organization.

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EMC Documentum: A Brief on Its Content Management Offerings in 2012


The EMC Documentum family of products covers a range of content management, case management, and governance applications, and plays to current shifts across the information management landscape. In this report, TEC's director of knowledge services Josh Chalifour looks at the directions in which EMC is focusing its products and services, and how that relates to requirements you may have for your content management initiatives.

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SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and in-depth analyst commentary.

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