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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 short documentation


Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

crm short documentation  problem. Sword Ciboodle provides CRM software across the Web, interactive voice response (IVR), short message service (SMS), and instant messaging (IM) channels, thereby mitigating customer frustration. The company's model is particularly well suited for business-to-consumer (B2C) companies with a high volume of transactions and multi-channel interactions. As the customer engagement wheel on Figure 1 shows, the customer can be served directly, allowed to self-serve, or can participate in social forums.

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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

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.  

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5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

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PLM Is An Industry Affair - Or Is It?


The question, 'Do vertical industry needs play a significant role in a PLM software selection?' should be a simple question to answer. Instead, it is a question best answered with a series of questions.

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Sage SalesLogix v7.5.2: An Overview


A couple of weeks ago, I viewed a webinar about Sage SalesLogix v7.5.2. I usually see a few webinars every month but I particularly liked this one. The presenter—Jason Askelson, Director of Professional Services—did a very good job at showing the highlights of the new release, providing a comparison between the previous version and the new one, giving an overview of the mobile version, and of how

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A Guide to Selecting Process Enterprise Resource Planning Software


Today, the issue of regulatory compliance touches every enterprise, and process manufacturers are no exception. To answer the challenge of this new reality, vendors now offer enterprise resource planning systems with far more features and functionality than ever before. But how can an organization choose the right system to meet its business needs?

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Leveraging CRM for Midsize Company Growth


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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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CRM's Dirty Little Secret: How to Avoid CRM Sticker Shock


When making a customer relationship management (CRM) decision, it’s important to ensure your deployment will not be hit with hidden fees or other extra costs that reduce the return on investment. This study reveals the total cost of ownership (TCO) among the four leading midmarket CRM solutions.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

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