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Software Functionality Revealed in Detail
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 customer relationship survey template


Intuitive Manufacturing Systems Shows Maturity in Adolescent Age Part One: Company Overview
Having reached its first decade of existence, Intuitive Manufacturing Systems, a stealth mid-market ERP provider, has long taken the plunge of rewriting its

customer relationship survey template  code-based sales cycle, from customer relationship management (CRM) to quoting through order entry, picking, shipping, invoicing, accounts receivable, return materials authorization (RMA), and service and repair, which entails a new slick user interface (UI), faster processing speed, and other above-mentioned benefits of .NET managed code. One of the related enhancements is the ability for every user to set the order entry screen according to the preferences, by simply clicking and dragging fields on and

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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) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality 

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Documents related to » customer relationship survey template

4 Steps to a Best-run Business


To promote fast growth, small businesses often sacrifice process control for creativity. But sooner or later, unstructured creativity compounded by fast growth leads to the inability to make fact-based business decisions. Learn about four steps to developing a business strategy that can help you run your business more effectively by applying better control over your cost structure, minimizing risk, and anticipating change.

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Reporting Value of IT Services with Balanced Scorecards


A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and Norton in the early 1990s, balanced scorecards provide a control system that helps ensure the right balance between different, and often times conflicting, perspectives. For example, an insurance company may increase profitability by offering incentives to claims assessors for taking a tough stance on payout, but will soon find dissatisfaction among its clients that may lead to lost business. Scorecards help ensure this balance and are an improvement over more traditional single dimension approaches that tend to be based purely on expense management and business growth.

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Evaluating SaaS Solutions: A Checklist for Small and Midsized Enterprises


This paper from Saugatuck Technology discusses relevant criteria for evaluating SaaS solutions targeting small and midsize firms, and raises key questions that should be asked. It is important to ensure that a SaaS solution is well aligned with business requirements, and can accommodate change and growth. The paper also provides an evaluation template for executives to use in conducting evaluations of SaaS solutions.

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6 Steps for Linking Corporate Strategy to the Budget


Ask any three people in an organization why they budget and you’ll get three different answers. But no one says they budget in order to direct the way in which their organization will achieve its strategic goals—the intended purpose of the budget. For budgeting to become the relevant process it was meant to be, this gap must be fixed.

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Infor Finds Its Customer Engagement Rhythm


Infor recently unveiled Infor Rhythm for Commerce, a global, scalable, and secure cloud-based e-commerce and customer engagement platform, now complemented with compelling designs from Infor’s own Hook & Loop creative agency. Read more about the platform and how it came to be in this blogpost.

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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.

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Customer Analytics in the Age of Social Media


This TDWI Best Practices Report examines organizations’ current practices and future plans for customer analytics technology implementations, with a special focus on how organizations are adapting to the knowledge potential as well as challenges of social media networks. The report offers recommendations for achieving greater return on investment (ROI) from customer analytics processes.

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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

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Deploying Customer Relationship Management Effectively: Beyond Implementation


A customer relationship management (CRM) solution is now a standard business requirement. With origins as a system for sales teams, CRM has clearly evolved into a mandatory tool for providing benefit to the entire organization. However, methodology and training play instrumental roles in successful CRM implementations; if designed well, these critical components will ultimately ensure user buy-in and success.

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Supplier Relationship Management (SRM)




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