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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 use case


Welch's
Learn how Welch's found a solution that would give it the ability to optimize and coordinate its short-term production schedules while building long-term master production schedule (MPS) based on the capacity constraints, inventory targets, and manpower.

crm use case  production,case,PMC,Welch,flexibility

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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 use case

TEC Case Study: Corona


Following several acquisitions, Colombia-based ceramics manufacturer Corona found itself with multiple enterprise resource planning (ERP) systems to manage. To find a single ERP solution that was suitable for all of its facilities, and would integrate with its existing business software, Corona turned to Technology Evaluation Centers (TEC). Learn how TEC’s selection methodology helped Corona choose the right ERP software.

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Alltech


Learn how Alltech, a multinational biotechnology company, overcame poor standardization resulting from rapid international growth, to have a common view of financial and sales data, track product through the international supply chain, and cut implementation time from 3 to 4 months to 2 to 4 weeks.

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Liberty


A principios del año 2004, Liberty se acercó nuevamente a Meta4 presentándole necesidades puntuales que debía modificar con el objetivo de optimizar los Recursos Humanos de la compañía. Meta4 resultó la opción que más se adecuaba a las necesidades de Liberty ofreciendo el menor grado de customización de todas las opciones consideradas.

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MEDEX Global Group


The company had been using a homegrown software system that was limited in functionality and flexibility and hindered productivity for users company-wide. Joyce McNemar, chief technology officer for MEDEX, formed a multi-departmental task force that, after eight months of detailed evaluation, chose Epicor’s Clientele CRM.NET software over two other vendors. "Clientele offers MEDEX a very competitively-priced system that can be customized to our unique business requirements," said McNemar.

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Profile: Sbemco


Located in Algona, Iowa (US), and founded in 1989, Sbemco is a world leader in custom safety floor matting. As business grew, however, the company needed to strengthen back-office systems to provide more visibility into the supply chain process. The company accomplished this by transitioning to Exact Macola ERP and integrating it with Exact e-Synergy, a web-based business management solution.

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GNX and Sainsbury


Sainsbury’s Supermarkets has several ongoing collaboration programs with suppliers,having recognized early on that supply chain optimization benefits the end consumer by ensuring the right product on the shelf at the right time and lowest cost. The UK grocer had already been sharing performance information along with several other forms of supply chain data with suppliers for several years, but found that suppliers had difficulty dealing with performance data that was buried in the mass of information being presented. In addition, suppliers had no formal channel for responding to, or improving, any performance issues that were identified.

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Global Refund


Swiss financial services company Global Refund needed to replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that could handle the company’s 15 million yearly transactions, Global Refund turned to TEC. Learn how TEC helped Global Refund turn its long-list of 40 vendors into a short-list of four, and shave two months off the selection process.

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GrowthWorks Capital


With the help of On-Line CRM Solutions, a Certified Maximizer Business Partner, GrowthWorks upgraded from Maximizer to Maximizer Enterprise 7 running on a SQL database. This enabled the company to integrate the customer database with the transaction database.

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Case Study: Oldfields


Founded in 1916, Oldfields is an Australian manufacturer of painting equipment, scaffolding, and garden sheds. To meet aggressive customer responsiveness targets, the company depends on up-to-date information and reliable communications. Learn how implementing PRONTO-Xi on a wide area network (WAN) helped Oldfields get quick access to data required for decision making, controlling costs, and improving customer service.

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