X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 dfd for crm


Deltek Costpoint
Deltek Costpoint@ is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages

dfd for crm  Costpoint Deltek Costpoint® is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages, and reports on every aspect of a project business, including planning, estimating, proposals, budgets, expenses, indirect costs, purchasing, billing, regulatory compliance, and business performance. For companies looking for a complete end-to-end solution, Deltek provides a portfolio of Costpoint-compatible applications delivering

Read More


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.  

Evaluate Now

Documents related to » dfd for crm

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

dfd for crm   Read More

Microsoft Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process manufacturing solutions in the ERP 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.

dfd for crm   Read More

NetSuite OpenAir for PPM for PSA Certification Report


NetSuite OpenAir is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management 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.

dfd for crm   Read More

SYSPRO ERP (version 6.1 SP1) for ERP for Manufacturing (SMB) Certification Report


SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) solutions in the ERP 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.

dfd for crm   Read More

Time Management for HR: 5 Tips for Getting it All Done


Every time an employee calls a human resources (HR) department to check a company policy, change benefits information or obtain a form, this is time spent on administration that could be spent on strategic, goal-oriented activities.

It’s time to target and destroy the traditional HR distractions that may keep your teams from reaching their full potential. This guide outlines five practices and ways to leverage new technology. By streamlining or replacing old processes, going 100 percent paperless, and more, you can potentially save money and time as well as reducing your risk of costly compliance errors.

dfd for crm   Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

dfd for crm   Read More

Steps for Selecting Business Software Solutions: A How-To Guide for Growing Companies


This workbook is designed to help firms that are in the process of investigating their need for more advanced business management and accounting software. Companies have a wide variety of potential software and system needs based on their size and industry. Determining exactly where a company stands in terms of needs and current technology will be necessary for deciding the exact approach it should take toward upgrading. This document has two types of information designed to make this process easier: interactive self-assessment tools and educational text based on IDC research covering the small and medium business (SMB) and enterprise applications markets.

dfd for crm   Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

dfd for crm   Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

dfd for crm   Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base 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.

dfd for crm   Read More