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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 study


A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution
SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who

crm study  provides a number of CRM products, which are based on its open source core product, Sugar Sales . The following study concerns the SugarCRM phenomenon and one of its customers, Prevalent Networks . It highlights some of the reasons a company like Prevalent would be attracted to an open source solution such as SugarCRM, as well as some of the potential difficulties. SugarCRM's business is to sell a more feature-packed commercial version of its open source product (licensed under its version of the Mozilla

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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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Documents related to » crm study

Case Study: All-in-one CRM System Supports Rapid Growth


In 2003, marketing strategies firm Piranha Marketing was rapidly growing to meet the needs of its expanding customer base. The company wanted to find a way to manage its disparate customer relationship management (CRM) software packages while continuing to increase its customer base for all services. Find out how it ended up increasing its conversion rate by 15 percent—and shortening its sales cycle by 50 percent.

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Case Study: In Search of a Comprehensive CRM System


The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy)

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Case Study: Active Voice Gets Proactive and Powers Communication with CRM


Although Active Voice is a global provider of business telecommunications, it didn’t have a dedicated solution for sales automation or customer service. Sales reps lacked what they needed to follow up on leads and were losing valuable opportunities. But when the company implemented an e-customer relationship (e-CRM) solution, its users gained mobile access to valuable customer information. Learn about the other benefits.

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'Collaborative Commerce': ERP, CRM, e-Procurement, and SCM Unite! A Series Study


Now in 2001, the catchphrase is 'Collaborative Commerce', where we unite all of the elements of ERP, CRM, E-Procurement, and SCM into one coherent system within and between organizations. This is the stuff system integrators dream of.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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Case Study: Shape Corp.


This case study looks at how automotive manufacturer Shape Corp. adopted a cloud enterprise resource planning (ERP) solution from the Plex Manufacturing Cloud.

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