X
Browse RFP templates
Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the success of your software selection project.
Browse Now


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 salesforce com


Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

crm salesforce com  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

Read More


Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM 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.  

Evaluate Now

Documents related to » crm salesforce com

Salesforce to Shut Down Do.com


For a product to be acquired and later shut down is not uncommon. One famous example is Gist—a professional contacts management tool—acquired by RIM (now BlackBerry) in 2011 and shut down one year later. Do.com will be sharing the same fate; salesforce.com announced that Do.com will be discontinued on January 31, 2014. Built on the Salesforce platform and developed on the Manymoon software

crm salesforce com  by customer relationship management (CRM) vendors, such as finance with financialforce.com or performance management with work.com (after the acquisition of Rypple) It remains unclear what will happen to Do.com customers. Salesforce stated, “we know you'll want another option for managing your projects,” and promises to provide a tool that will help with exporting data. While other apps sold via Salesforce Appexchange for task and project management can be an alternative, I wonder if Workday's 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 salesforce com  Management | Relationship Management CRM | Sales | Sales Marketing | Salesforce | Software Essential | Solutions Systems | Strategic CRM | Successful CRM | Successful CRM Initiative | System Essential | Workflow Functionality | Read More

Salesforce Supercharged: Our Expert Tips


All too often Salesforce implementations fail to deliver the desired improvements because the implementation was poorly conceived of, designed, and executed, and the overall goals were not clear at the outset. There are distinct activities businesses should consider when implementing Salesforce CRM—either as a new system, or enhancing the functionality of an existing system. Read up on the most important factors to consider.

crm salesforce com  consider when implementing Salesforce CRM—either as a new system, or enhancing the functionality of an existing system. Read up on the most important factors to consider. Read More

Salesforce.com Launches Salesforce Wear


Wearable technologies and the Internet of Things (IoT) are the “next big thing” in enterprise software. To that end, CRM software platform Salesforce.com recently launched Salesforce Wear, its initiative for wearable computing in the enterprise. With wearable IoT tools, companies can discover new ways to market, sell, service, and design products.

crm salesforce com  user licenses of Salesforce CRM and the Salesforce Platform. Developers will be able to create apps that connect wearable devices to any business process. Salesforce.com has not traditionally been a proponent of open source software principles, but the mere difficulty of envisioning all the possible use case scenarios for such wearable devices in multiple industries and roles leaves not much choice for vendors but to open up their source code to the developer community. Read More

Interelate: More on Tap Than Apps


Interelate, a customer intelligence ASP, recently announced partnerships with infrastructure service provider LoudCloud and CRM analytics vendor E.piphany. These partnerships complement Interelate’s analytics expertise to provide new analytical CRM service offerings that promise to provide more value to organizations than simply hosted applications, or "apps on tap."

crm salesforce com  database marketing, analytics, and CRM to deliver an analytical CRM service to its customers. Analytical CRM functions include data mining, campaign management, personalization, and click stream analysis. Interelate provides its clients with customer analytics, proprietary and 3rd party data models and scoring, data mining, campaign management, personalization, and real-time recommendation capabilities. This is done by pulling data from its client's customer and operational data systems and processing it Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm salesforce com  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

Will Oracle’s Freebie Shot Hurt (Or Only Graze) Siebel?


Oracle will not rest until it comes close (or even overtakes) Siebel in the CRM market. Its latest gimmick from its bag of tricks was the recent launch of the OracleSalesOnline.com system, which allows businesses to use Oracle's SFA software for free. However, any additional CRM components users might need will not be free…

crm salesforce com  senior vice president, Oracle CRM products division. With OracleSalesOnline.com, we are making it easy for companies to begin the transformation to e-business, by giving them quick and easy access to key components of Oracle E-Business Suite 11i. Businesses get instant global benefits by understanding their pipeline and forecast, and now have the ability to manage by facts. And, OracleSalesOnline.com provides the same enterprise-strength sales applications that run such enterprise sales organizations as Read More

Exactus 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.  

crm salesforce com  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

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm salesforce com  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

crm salesforce com  help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key angles: strategy, challenges, framework, and execution—along with tips and best practices for every step along the way. You'll also find out about the critical r Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

crm salesforce com  Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools such as business applications are necessary for the vast Read More

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 salesforce com  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

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 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.

crm salesforce com  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

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

crm salesforce com  Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office applications. They were set to break down Read More