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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 reports  Web sites within the CRM portal Ability to insert your own company logo for use throughout the system Ability to assign customizable welcome page or splash page for each user, role or group Full server log and activity tracking to monitor usage and manage customization System administrators toolbox to manage user accounts and roles Ease of Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all Read More...
Time and Attendance for the Health Care Industry
Time and attendance software collects, tracks, and reports employee hours worked through automated time clocks or other means.
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Documents related to » crm reports


Brio Technology Reports Record Second-QuarterEarnings
M2 Presswire - October 22, 1999 - Brio Technology, Inc., (NASDAQ: BRYO) today reported revenues of $30.7 million for its second fiscal 2000 quarter ending

crm reports  and customer relationship management (CRM) applications, as well as data marts, data warehouses, and legacy data sources . In order to be successful in this market Brio will have to continue to improve their products and develop new ones quickly, as the average cycle time between new releases by vendors in this space continues to shrink. User Recommendations Brio Technology should be considered as a candidate on a long list for business intelligence tools. The SQRIBE acquisition increases Brio's strength Read More...
Maximizer CRM
Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and

crm reports  CRM Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Read More...
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

crm reports  daily activities. Workflow in CRM must be built-in from the ground up - not added as an afterthought. A Simple Example of Workflow at Work As mentioned previously, Workflow enables productivity benefits by automating sales, customer service and marketing processes, according to custom rules. Let's take a look at what this may look like in real-world setting. At stage one of a sale, a sales rep is required to input data about a new prospect. Workflow will not let the new opportunity move to the next stage 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

crm reports  terminology. Even the easiest-to-use CRM system benefits from custom training to show users how the system relates to your company. Give executives and everyone a bird s-eye view. Give every executive a dashboard that provides instant visibility into all the metrics he/she cares about. Empower every user to create his/her own reports without having to wait for the system administrator or IT team. Reinforce adoption with carrots and sticks. Build CRM usage with incentive programs such as spiffs, contests, Read More...
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

crm reports  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 Read More...
Using CRM to Sell More
When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications

crm reports  CRM to Sell More When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how. Read More...
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm reports  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More...
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in

crm reports  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

crm reports  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

crm reports  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More...
Selling Smarter with CRM
CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of

crm reports  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More...
Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

crm reports  Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of Read More...
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

crm reports  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More...

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