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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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 customer activity reports


Customer Data Integration: A Primer
Customer data integration (CDI) involves consolidation of customer information for a centralized view of the customer experience. Implementing CDI within a

customer activity reports  used to consolidate multiple customer profiles in order to identify customers uniquely across all channels of the organization. Some key features of MRM are template-driven data models, rules-based modules that are configurable, and built-in audit and historical lineage functionality. Siperian Hierarchy Manager (HM) creates a unified view of the multiple relationships that exist among customers and other entities across all applications to provide organizations with a consistent, complete view of the

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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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Documents related to » customer activity reports

Comparing On Demand Customer Relationship Management Service Alternatives


Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality; vertical, industry-specific features; and accounting-related features. When evaluating and selecting a CRM solution, enterprises must be aware of the potential issues associated with functions and features that are not part of core CRM functionality.

customer activity reports  and opportunity management 4 Customer service 5 Document management 6 Workflow automation 7 Desktop tools 8 Reporting, analytics, and dashboards 9 Administration and setup 10 Internationalization 11 Customization 12 Integration Core CRM Area Definitions CRM interface . This is the overall user interface, including home, pages, tabs, menus, dashboards, etc., as well as all the factors that affect the usability of the system. Account management . The area of a CRM solution where all of the information Read More

Managing Customer Returns and RMAs Using Microsoft Dynamics AX


Returned material authorization (RMA) built on sales order functionality, such as that used by Microsoft Dynamics AX, can drastically simplify RMA processes.

customer activity reports  Customer Returns and RMAs Using Microsoft Dynamics AX Microsoft Dynamics AX provides simple, straightforward solution approaches for managing customer returns and returned material authorization (RMAs). In particular, Dynamics AX employs the standard functionality for sales orders to support most RMA variations, thereby making it easier to implement for users already familiar with sales order processing. This second part of a two-part article explains how Dynamics AX supports variations in RMA proc Read More

Developing a Universal Approach to Cleansing Customer and Product Data


Data quality has always been an important issue for companies, and today it’s even more so. But are you up-to-date on current industry problems concerning data quality? Do you know how to address quality problems with customer, product, and other types of corporate data? Discover how data cleansing tools help improve data constancy and accuracy, and find out why you need an enterprise-wide approach to data management.

customer activity reports  entity data, such as customer and product, on the other hand, is usually ill-defined, has complex data structures and relationships, requires compound and intelligent keys and complex governance rules, is not usually standardized, involves many applications, and changes frequently. Does this distinction really matter? When developing data quality management and master data management systems, it does. Cleaning and managing master reference data is a reasonably easy job. Cleaning master data, on the other Read More

QAD Explore 2012: Only Good Things Can Come from Talking to the Customer


As a seasoned provider of enterprise applications for manufacturing companies, QAD knows the importance of listening to its clients. In fact, the company has created a customer engagement program to help its customers align their business processes to their strategic business goals. Get the details on this program, as well as a full update from the QAD Explore 2012 user conference in P.J. Jakovljevic’s latest article.

customer activity reports  from Talking to the Customer QAD is one of those rare down-to-earth enterprise software vendors that is all about providing what the manufacturing user base wants: no gimmicks, just the software capabilities please (i.e., to increase competitiveness)! QAD Explore user conference events do not feature the “A List” band concerts or standup acts, and one will not meet many APICS -certified professionals in one place at any other enterprise resource planning (ERP) vendor event, except of course at APICS Read More

Laying the Foundation for Customer Data Integration


For increased revenues and improved profitability, customer data integration (CDI) should be a vital part of your business processes. CDI, unlike customer relationship management (CRM), can deliver a valuable single view of a customer, without necessitating yet another complex system needing vast technical and organizational effort. Learn about CDI’s core capabilities, and which style of CDI is your best match.

customer activity reports  the Foundation for Customer Data Integration For increased revenues and improved profitability, customer data integration (CDI) should be a vital part of your business processes. CDI, unlike customer relationship management (CRM), can deliver a valuable single view of a customer, without necessitating yet another complex system needing vast technical and organizational effort. Learn about CDI’s core capabilities, and which style of CDI is your best match. Read More

Defining the Value of Customer Loyalty


What does customer relationship management (CRM) mean to you? What is its value? Thousands of companies have ventured down the CRM path—many successfully, and others not. The reason may lie in the fact that CRM is sometimes viewed incorrectly, or may in fact be misunderstood. We provide some insights about the value of CRM in defining customers, increasing customer loyalty, and increasing your profits.

customer activity reports  the Value of Customer Loyalty What does customer relationship management (CRM) mean to you? What is its value? Thousands of companies have ventured down the CRM path—many successfully, and others not. The reason may lie in the fact that CRM is sometimes viewed incorrectly, or may in fact be misunderstood. We provide some insights about the value of CRM in defining customers, increasing customer loyalty, and increasing your profits. Read More

Minimize Customer Churn with Analytics


With IBM Business Analytics solutions for customer churn, communications service providers (CSPs) can understand sentiment and identify social influencers, analyze structured and unstructured content to predict the likelihood of churn, drive revenue through personalized offers and tailored bundles, and create new programs to attract new customers and boost average revenue per user.

customer activity reports  Customer Churn with Analytics With IBM Business Analytics solutions for customer churn, communications service providers (CSPs) can understand sentiment and identify social influencers, analyze structured and unstructured content to predict the likelihood of churn, drive revenue through personalized offers and tailored bundles, and create new programs to attract new customers and boost average revenue per user. Read More

I-Impact Predicts Your Customer Retention!


More and more, the market is requesting that a CRM or an ERP application include analytics which can be used in a myriad of businesses to predict customer behavior and help businesses increase the effectiveness of their customer acquisition, retention, and cross-sell programs. It is a costly operation to develop such functionality from scratch. Vendors like I-Impact offer packaged application providers the opportunity of a shortcut.

customer activity reports  Impact Predicts Your Customer Retention! Event Summary Data warehouses and analytics have been around for a number of years, but never has their presence proven to be more crucial than now. For years businesses have been gathering tons of data from interactions with their customers, suppliers, and other related service providers. Both back-office enterprise resource planning (ERP) and front-office customer relationship management (CRM) systems have played a vital role in collecting these terabytes of Read More

The Customer Relationship Management Vision: It Starts with Relationships


An alarming number of companies get on the wrong track when creating a customer relationship management (CRM) vision. Outlined here are four steps that take the mystery out of what makes an effective CRM vision. The secret? It’s all about people and relationships.

customer activity reports  Customer Relationship Management Vision: It Starts with Relationships Originally published - December 19, 2007 When it comes to the creation of a customer relationship management (CRM) vision that truly serves to enhance the customer experience, so many organizational leaders are trapped within their own understanding of what that vision entails. Consider the following statistic: of all CRM programs initiated, roughly 70 percent involve a great solution but a bad implementation plan, resulting in poor Read More

Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

customer activity reports  Superior Customer Value in Insurance Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty. Read More

Customer Chemistry


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customer activity reports  Chemistry Read More

A New Customer Relationship Management Framework: Twenty-first Century Necessity, or Blowin' in the Wind?


The business ecosystem has shifted focus from corporation to customer, and the location of value has changed with it. Where value had historically been located in products and services, it is now located in the value produced by the customer.

customer activity reports  New Customer Relationship Management Framework: Twenty-first Century Necessity, or Blowin' in the Wind? What do you think about when you think customer relationship management (CRM)? My bet is that you'll think that it's marketing, sales, and support functions, or a strategy that is designed to garner customer commitments of some sort, or an outlook and set of practices that will drive customer behaviors when it comes to product or services sales—and the words up-sell and cross-sell will be prominent Read More

Five Steps to Improving Business Performance Through Customer Intimacy


Customer intimacy has become an essential driver for company success. In this white paper from IBM Business Analytics, you’ll learn how customer intimacy can be implemented at your organization in five practical steps.

customer activity reports  Improving Business Performance Through Customer Intimacy Customer intimacy has become an essential driver for company success. In this white paper from IBM Business Analytics, you’ll learn how customer intimacy can be implemented at your organization in five practical steps. Read More

Serving the Uncompromising Customer


Everybody’s talking about how improving customer experiences increases loyalty, advocacy, and profitability. And you know you need to do something to deliver great customer experiences across your organization (rather than just at the retail store or call center). So now what? Download this white paper to find out how to kick-start your customer experience improvement initiative.

customer activity reports  the Uncompromising Customer Everybody’s talking about how improving customer experiences increases loyalty, advocacy, and profitability. And you know you need to do something to deliver great customer experiences across your organization (rather than just at the retail store or call center). So now what? Download this white paper to find out how to kick-start your customer experience improvement initiative. Read More