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Software Functionality Revealed in Detail
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 customer relationship management (crm)

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)

Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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 » customer relationship management (crm)

Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

customer relationship management (crm)  most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all Read More

Integrating Customer Relationship Management and Service Resolution Management


The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing efforts.

customer relationship management (crm)  Customer Relationship Management and Service Resolution Management A customer relationship management (CRM) system that accommodates complex customer-facing processes requires four key factors to give the system a competitive advantage. The first key factor lies in the application''s ability to develop a complete customer profile that supports multiple business units and products. Service organizations need a wide range of customer data, including demographics, financial status, and current and Read More

A Customer Relationship Management Solution Aims To Cover all the Bases


Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado solution.

customer relationship management (crm)  Customer Relationship Management Solution Aims To Cover all the Bases Company Information Surado Solutions Inc ., founded in 1995, is a privately held company based in Riverside, California (US), and offers a suite of customer relationship management (CRM) solutions. Surado aims to provide a complete CRM suite, rather than a modularized solution targeted towards departmental delivery. Its goal is to build full-featured, integrated, and multifaceted systems, as well as out-of-the-box solutions. The vendor 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 relationship management (crm)  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

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.

customer relationship management (crm)  CRM: Customer Relationship Management in the Age of the Socially-empowered Customer Social CRM: Customer Relationship Management in the Age of the Socially-Empowered Customer If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Sage provides business software, services and support to small and medium sized businesses. Whilst our heritage is in the small business market we also have the experience and expertise to meet the needs of Read More

Cincom Enterprise Management


Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex products. It encompasses activities included in business planning, business acquisition, order management, engineering, procurement, manufacturing and re-manufacturing operations, cost management, finance, and aftermarket support. CONTROL also supports global enterprises by offering distributed multi-site implementation options, multiple currencies, and multiple languages.  

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Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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OutStart TrainingEdge.com Learning Management System Certification Report


The OutStart product TrainingEdge.com is now TEC Certified for online evaluation of learning management systems in the Human Capital Management (HCM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Customer Advocacy Part I: Creating the Business Case for Customer-centric Companies With Fanatical Customer Advocates


The new focus for business leaders is customer advocacy, soon to become the most important strategic initiative for cutting-edge, forward-thinking companies. A crucial department in the company is thus the customer contact center, as it plays a pinnacle role in branding, corporate image, and customer lifetime value. Adopting a customer-centric culture has a direct impact on corporate financial viability.

customer relationship management (crm)  Customer-centric Companies With Fanatical Customer Advocates The new focus for business leaders is customer advocacy, soon to become the most important strategic initiative for cutting-edge, forward-thinking companies. A crucial department in the company is thus the customer contact center, as it plays a pinnacle role in branding, corporate image, and customer lifetime value. Adopting a customer-centric culture has a direct impact on corporate financial viability. Read More

Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

customer relationship management (crm)  data management, data management strategy, managing complex data sources, big data, data management adoption, big data management Read More

Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

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Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

customer relationship management (crm)  poor payer category of customers, generated from cash management software. Investment income. 2. Cash outflows Must pay accounts (e.g., payroll). Commissions; local, state, and federal liabilities (e.g., taxes, social security, etc). Payment to liability accounts (e.g., insurance, mortgages, leases, employee travel expenses). Valuable suppliers that provide payment discounts for early payment. Suppliers whose limits within agreements can be stretched (e.g., net 30 days). All bank account balances. Read More

Providing the Total Customer Experience with IBM Predictive Customer Intelligence




customer relationship management (crm)  the Total Customer Experience with IBM Predictive Customer Intelligence 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 relationship management (crm)  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

deFacto Performance Management: Enterprise Performance Management Redefined


In this product analysis report, TEC analyst Jorge Garcia takes an in-depth look at the deFacto enterprise performance management (EPM) solution in the context of today's EPM landscape. The report covers an introduction to deFacto and its approach to EPM, deFacto product highlights, and a general look at EPM and its history, role, importance, and value in modern enterprises.

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