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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 social media integration


Business Benefits to FSM-CRM-ERP Systems Integration
These days everything starts with the customer and his or her experience. From this perspective—of the customer experience—the service sector must ensure

crm social media integration  integration among FSM and CRM and ERP software needs to ensure that the data stored in FSM systems—for example, customer location data, best route, etc.—is complemented by the financial details residing in ERP system and the entire customer profile that exists in the CRM system. One challenge to overcome when integrating FSM software with both ERP and CRM systems from a customer data perspective is making sure that the data is clean (no duplications, no incompletes, etc.), coherent, and congruent. In

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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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Moxie Software-Promoting Social and Multichannel Customer Service


Moxie Software hopes to instill, well, the “moxie to be social” mantra in its customers. Its software suite ensures that the proverbial “voice of the customer” can be heard—it gives organizations the ability to respond quickly and effectively to build customer loyalty and satisfaction by connecting customers with the right people in organizations at the right time. As part of the push to focus on

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Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

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Nimble Advances Its CRM Solution with Outlook Integration, ActiveCampaign, and QuoteRoller


Nimble has made available three new apps on the Nimble Apps Marketplace: Microsoft Outlook, ActiveCampaign, and QuoteRoller. With the Microsoft Outlook app from Phi-solutions, users can access Nimble's social contact profiles from within Outlook. ActiveCampaign offers marketers customizable e-mail templates, social media access, marketing automation, and reporting and analytics tools. QuoteRoller

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Saba Software: Figuring Out Social Talent Management


For years, Saba Software has been helping companies transform enterprise-wide learning and how people do their work. In this article, principal TEC analyst P.J. Jakovljevic shows you how Saba’s people-centric systems enable organizations to mobilize, inspire, and engage their people to develop new strategies and initiatives, and cultivate individual and collective know-how to effectively compete and succeed in the marketplace.

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Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

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SayOne Media focuses on manufacturing and corporate governance. Its publications include The Manufacturer and the Lean Management Journal.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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