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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 contact template


PPM for Internal Departments RFI/RFP Template
Portfolio and Project Management, Resource Planning and Scheduling, Customer Support and Contact Management, Time and Expense Management, Financial Management

customer contact template  Resource Planning and Scheduling Customer Support and Contact Management Time and Expense Management Financial Management Budgeting and Costing Knowledge Management Collaboration and Analysis Third Party Integration Product Technology This functional and technical requirement set template covers industry-standard functional criteria of PPM for Internal Departments that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is

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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

Business Process Outsourcing (BPO)

Business process outsourcing (BPO) services manage critical front- and back-office processes that can include human resources and accounting as well as customer-related services such as contact center services. 

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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 relationship management initiative can help provide organizations with a successful framework to manage data on a continuous basis.

customer contact template  that each department requiring customer contact has access to timely data, to provide employees with a complete view of customer profiles or histories. This creates a standardized view of each customer and promotes positive customer interactions. Most enterprise organizations have built or acquired their computer applications over an extended period of time, creating a series of complex systems that work independently or that interoperate with one another. Even if these systems have high Read More

Best Practices for Improving Performance in Your Contact Center


In successful contact centers, top agents provide a superior experience for customers and ultimately help grow revenue for a company. How does your contact center stack up to the competition? Are you doing all you can to run a high-performing contact center that keeps customers happy and builds long-term relationships? In this guide, experts share their top 6 best practices for improving contact center performance.

customer contact template  a superior experience for customers and ultimately help grow revenue for a company. How does your contact center stack up to the competition? Are you doing all you can to run a high-performing contact center that keeps customers happy and builds long-term relationships? In this guide, experts share their top 6 best practices for improving contact center performance. Read More

It’s the Time to Master Your Master Data


A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

customer contact template  a CRM system, the customer wants to be addressed as the same person. More importantly, as a company, you don’t want the two departments to contact the same customer as if they were talking with two individuals. What you want is the single version of the truth with respect to your customers. Besides managing customer master data, product master data is another major area of MDM. The accuracy of product master data needs to be maintained consistently across various departments and branches. This way, Read More

TEC Launches Center to Help Companies Evaluate and Select ERP Distribution Software


Enterprise software analyst firm Technology Evaluation Centers (TEC) recently launched its ERP—Distribution Evaluation Center, to help companies compare the most qualified ERP—Distribution systems based on their own, unique business needs.

customer contact template  solutions, ranging from ERP-Distribution, customer relationship management (CRM), and SCM, to business intelligence (BI) and enterprise asset management (EAM). More information can be found at http://www.technologyevaluation.com . Contact: Lynne Brash Marketing Manager Technology Evaluation Centers (TEC) (514) 954-3665, extension 254 740 St. Maurice, 4th floor Montreal, Quebec, H3C 1L5, Canada media@technologyevaluation.com Read More

Customer Analytics Pay Off


To help organizations develop a customer analytics strategy designed to drive growth and increase customer satisfaction, the IBM Institute for Business Value has identified four stages of organizational capabilities and associated customer analytics strategies.

customer contact template  help organizations develop a customer analytics strategy designed to drive growth and increase customer satisfaction, the IBM Institute for Business Value has identified four stages of organizational capabilities and associated customer analytics strategies. Read More

The Key to Achieving Global Customer Visibility


A clear customer focus is an essential part of improving business effectiveness and efficiency. But how can businesses achieve global customer visibility in today's competitive market? With the implementation of a master data management (MDM) solution, businesses can gain multidimensional, real-time visibility of their customers, resulting in improved competitiveness, higher profit margins, and reduced business risk.

customer contact template  Key to Achieving Global Customer Visibility A clear customer focus is an essential part of improving business effectiveness and efficiency. But how can businesses achieve global customer visibility in today's competitive market? With the implementation of a master data management (MDM) solution, businesses can gain multidimensional, real-time visibility of their customers, resulting in improved competitiveness, higher profit margins, and reduced business risk. Read More

Voice of the Customer Analytics


Verint Voice of the Customer Analytics solutions provide a solution set to centralize customer feedback across channels, interpret it in the context of business objectives, then act upon it to drive change. These solutions can provide an organization with critical data for rapid, targeted decision making, by analyzing and combining customer data from both direct (speech analytics, chat, e-mail) and indirect sources (social media) to gain a holistic view of the customer experience—down to the individual customer level.  

customer contact template  of the Customer Analytics Verint Voice of the Customer Analytics solutions provide a solution set to centralize customer feedback across channels, interpret it in the context of business objectives, then act upon it to drive change. These solutions can provide an organization with critical data for rapid, targeted decision making, by analyzing and combining customer data from both direct (speech analytics, chat, e-mail) and indirect sources (social media) to gain a holistic view of the customer Read More

The Power of Customer Context Beyond Campaigns: Build a Contextual Marketing Engine


Campaigns are far less effective at winning and retaining customers than they once were—now companies must deliver real-time, two-way, insight-driven interactions with individual customers. Learn how to build and use proprietary digital platforms called contextual marketing engines in this Forrester report, and get results that translate into unprecedented levels of customer engagement, increased revenue, and better product experiences.

customer contact template  Power of Customer Context Beyond Campaigns: Build a Contextual Marketing Engine Campaigns are far less effective at winning and retaining customers than they once were—now companies must deliver real-time, two-way, insight-driven interactions with individual customers. Learn how to build and use proprietary digital platforms called contextual marketing engines in this Forrester report, and get results that translate into unprecedented levels of customer engagement, increased revenue, and better Read More

Improving Customer Engagement with Social CRM


In a previous post I discussed how the social revolution impacted customer relationship management (CRM) and underlined that while processes designed to derive value in CRM remain valid, they are far from being sufficient in the context of social CRM (SCRM). Yet most organizations need structure to conduct their activities. As far as CRM is concerned, the social aspect has brought to the

customer contact template  Customer Engagement with Social CRM In a  previous pos t I discussed how the social revolution impacted customer relationship management (CRM) and underlined that while processes designed to derive value in CRM remain valid, they are far from being sufficient in the context of social CRM (SCRM). Yet most organizations need structure to conduct their activities. As far as CRM is concerned, the social aspect has brought to the surface what already existed but had been dodged by businesses, for a Read More

The Forrester Wave: CRM Suites Customer Service Solutions, Q3 2010


This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways.

customer contact template  Forrester Wave: CRM Suites Customer Service Solutions, Q3 2010 This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways. 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 contact template  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

Introduction to Customer Relationship Management


The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development.

customer contact template  to Customer Relationship Management The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development. Read More

A Customer Success Story: Real-time Remote Workforce Enablement


Cox Communications, a leading cable provider, needed to find a way to centralize the IT requirements of its customer support team. With over a hundred users, its challenge was to move from single desktop applications to a centralized server which would offer many concurrent instances of the application—and minimize the cost. By deploying a virtualization solution, Cox realized a return on investment (ROI) of 300 percent.

customer contact template  Customer Success Story: Real-time Remote Workforce Enablement Cox Communications, a leading cable provider, needed to find a way to centralize the IT requirements of its customer support team. With over a hundred users, its challenge was to move from single desktop applications to a centralized server which would offer many concurrent instances of the application—and minimize the cost. By deploying a virtualization solution, Cox realized a return on investment (ROI) of 300 percent. Read More

Building a Customer-centric Enterprise Knowledge Base for Improved Customer Support


Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these

customer contact template  Knowledge Base for Improved Customer Support Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these resources directly—rather they need to go through a customer Read More