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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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 crm selection matrix


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 selection matrix  prove helpful in your CRM selection process. Appendix I: Requirements Extract – Marketing Management The example below is intended to share a structure and content sample for the requirements matrix development. MARKETING MANAGEMENT Campaign Management User-defined Campaign type and sub-type values Campaign profile information such as Campaign Owner, dates and user-defined fields for unique campaign info Ability to create date sensitive alert notifications for each Campaign Projected or forecasted

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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

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  

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Documents related to » crm selection matrix

Getting an Update from BigMachines at Dreamforce 2010


Many recent TEC articles have talked about quote-to-order (Q2O) or configure, price, quote (CPQ) solutions that facilitate business-to-consumer (B2C) and business-to-business (B2B) sales, thus helping companies sell more products and services faster. A number of thriving vendors provide on-demand product configurator, pricing and quoting, proposal generator, and B2B

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Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation Centers. 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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Software Evaluation, Selection, and Contract Negotiation


Most articles about the pitfalls of software implementation projects highlight the mistakes made during implementation. Examples include poor project management, scope creep, uncommitted users, or lack of an executive sponsor. All of these areas of focus are valid, but often we forget that before starting the implementation, somehow we had to choose a package and sign a contract.

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Navigator Business Solutions Navigator One for SAP Business One (v88) for Accounting Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of accounting software in TEC's Evaluation Centers. 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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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Dynamics 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 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.

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5 Steps to Successful ERP Selection


Focusing on a successful ERP selection at the start of an ERP implementation project will help drive a company's ERP project success and, more importantly, the achievement of long-term business objectives. This white paper highlights five tips for making an ERP selection process a success, including performing internal and external due diligence, dealing with legal terminology, and making organizational change management initiatives part of your ERP selection process.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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Software Selection Slagging


Consulting firm, 180 Systems, posted a little note regarding an article we recently published on some parts of the evaluation and selection process that we promote. I'd recommend checking out the 180 site for additional information. In fact they have a brief list of steps that tend to be very similar to commonly recognized selection best-practices, and are in many ways, close to what we at TEC

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