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CRM: What Is It and Why Do It? Part One: Historical Background
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that

crm rfps  competed outside of the CRM sphere due to the newness of the technology, and they were referred to as e-business. When the concepts of CRM and e-business melded together there was a short period of e-madness where vendors talked about eCRM and e-everything. There are still vestiges of this transition in the industry such as essentially using e-business to add value to vendors and referring to it as partner relationship management (PRM) or providing tools for employees and referring to it as employee Read More...
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
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Documents related to » crm rfps


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 rfps  indicative of continued after-the-sale CRM vendor performance. The quality of any RFP response is indicative of the quality and esteem in which the software vendor holds your business. It is a good idea to provide the vendors with advanced notice that the RFP will be distributed on a date certain. This will allow vendors to prepare by assembling or allocating resources to thoroughly review your document and put together an appropriate and hopefully thoughtful response. You must ensure that you allow Read More...
Reconnecting with Cincom Systems
Cincom executives lay out some facts, and Technology Evaluation Centers (TEC) Principal Analyst P.J. Jakovljevic discovers that Cincom Acquire isn't the old

crm rfps  ERP , Microsoft Dynamics CRM , and Salesforce.com 's Sales Cloud 2 . Cincom Acquire Enterprise Sales Portal (ESP)—is a collaborative selling system that automates the selling of complex products and services. Cincom Acquire ESP fully integrates with the renowned enterprise portal platform, Microsoft Office SharePoint Server (MOSS), and Cincom's own intelligent application framework, Environ (see TEC's related article on Environ ) to deliver guided team selling, product configuration, quotation, Read More...
The Hidden Gems of the Enterprise Application Space Part Two: Sorting and Selecting SRM Software
No vendor provides all (if even a majority) of the required solutions for a full SRM initiative at this stage, so almost all solutions will involve best-of

crm rfps  core applications like ERP, CRM, PLM, and SCM to support supplier-oriented processes, given they also have access to data in those systems to support such processes. To add SRM modules to their own software suites, most enterprise applications suite vendors have launched portal initiatives that should tempt partners to share information about customers' demands in return for deeper product knowledge, training, and for more efficient ways of involving suppliers. Then, as seen many times before in the Read More...
Evaluating Enterprise Software-Business Process or Feature/Function-Based Approach? All the above, Perhaps? Part Three: Knowledge Bases and User Recommendations
RFPs and selection tools typically focus on features and functions. The business process protagonists consider this focus old fashioned. However, users want and

crm rfps  Evaluation Center www.erpevaluation.com , CRM Evaluation Center www.crmevaluation.com , etc.), each of which includes several dozen vendors rated on thousands of functional and technical criteria. The criteria have been isolated as meaningful to best differentiate these enterprise packages, and are based on TEC's past selection experiences. For example, as the discrete ERP functionality scope covers many modes of discrete manufacturing (make-to-order [MTO], engineer-to-order [ETO], make-to-stock [MTS], Read More...
Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+
I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM

crm rfps  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ I'm Larry Blitz, editor of TEC's Vendor Showdown series. Today's Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com . Introduction With CRM so closely bound up with revenue Read More...
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

crm rfps  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More...
Oracle CRM
Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features

crm rfps  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More...
Get Your Sales Team Going with Mobile CRM
As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

crm rfps  Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps perform more of Read More...
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

crm rfps  And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of Read More...
NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report
This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients

crm rfps  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More...
CRM 101
Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM?CRM is more than a software application

crm rfps  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with Read More...
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

crm rfps  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 CRM is not social and why social CRM (SCRM) is Read More...
Choosing the Best CRM for Your Organization
It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today@ranging from customized to

crm rfps  the Best CRM for Your Organization Choosing the Best CRM for Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oracle has been helping customers like you manage your business systems and information with reliable, secure, and integrated technologies. Source : Oracle Resources Related to Customer relationship management (CRM) : Customer relationship management (CRM) (Wikipedia) Choosing the Best CRM for Your Organ Read More...
CRM without Compromise: A Strategy for Profitable Growth
When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at

crm rfps  Relationship Management (CRM) (Wikipedia) CRM without Compromise: A Strategy for Profitable Growth CRM without Compromise is also known as : CRM without Compromise , SAP CRM without Compromise , investments in CRM Applications , Business Transformation CRM without Compromise , CRM without Compromise Means , Investments in Customer Relationship Management Applications , Concept of CRM without Compromise , Free CRM without Compromise , CRM Business Strategy , Successful CRM Deployment , Transformation CRM Read More...

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