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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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 documentation request crm 4


Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

documentation request crm 4  from large amounts of documentation, Sword Ciboodle provides the capability to develop KM internally or integrate with best-of-breed KM engines in order to maintain a common look and feel for the user.   Growing Ecosystem Sword Ciboodle has an established and growing partnership program. Its SI partners are CSC , IBM, Accenture , Capita , Dimension Data , eLoyalty , HiSoft , Revelant Technologies , and Solvis Consulting . The company’s telephony partners are Avaya, Cisco, and Genesys, and the product i

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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

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.  

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Documents related to » documentation request crm 4

Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 2: Product Architecture and Web-Basing


This note discusses how a flexible and agile ERP system needs an adaptable architecture, how easy integration to 3rd-party applications has become a key selling point for ERP vendors, and how extending ERP to the Internet stems from the intent of many IT organizations not to reinvent the wheel in their scramble to create e-commerce applications.

documentation request crm 4  robust technical architecture; training, documentation, implementation and process design tools; product enhancements; global support and an extensive list of software, services and technology partners. While it is not a system-in-a-box yet, the gap between its desired and actual features is becoming smaller every day. ERP vendors, on the other hand, are not doing so well, possibly because they have been busy developing, acquiring, or bundling new functionality so that their packages go beyond the traditi Read More

Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 3: E-Business and Mid-Market Shakeout


This note discusses how ERP-driven e-business will have to extend well beyond providing business partners self-service portlets. It will have to allow trading partners not only order status tracking but also the enterprise plans and conditions down to plant level for more efficient two-way interaction and support. It also discusses how consolidation, mergers and acquisitions among ERP vendors is expected to intensify.

documentation request crm 4  robust technical architecture; training, documentation, implementation and process design tools; product enhancements; global support and an extensive list of software, services and technology partners. While it is not a system-in-a-box yet, the gap between its desired and actual features is becoming smaller every day. ERP vendors, on the other hand, are not doing so well, possibly because they have been busy developing, acquiring, or bundling new functionality so that their packages go beyond the traditi Read More

Selecting PLM Software Solutions Vendors Part 3 - A Timesaving Solution


In PLM, there is no single vendor that can meet all of the requirements, and the market is still immature, so almost every product can be the right solution provided a certain set of requirements. The Catch 22 for both buyers and vendors is to pinpoint the right opportunity in this ongoing 'dating game'.

documentation request crm 4  their business needs and documentation of the associated software requirements. In Part One of this article, we discussed the lessons learned from previous enterprise software selections and how they apply to PLM. In Part Two of this article, we reviewed the problems in selecting PLM software from the viewpoint of the Buyers and Vendors. This is Part Three of a five-part tutorial, that presents an effective RFI/RFP process that can streamline the selection process and avoid the pitfalls of past selection Read More

Demystifying SAP Solution Manager


Many large organizations are struggling to manage all their software systems—let alone the different software versions across departments. In his article, TEC principal analyst P.J. Jakovljevic discusses how SAP Solution Manager, a unique offering for centralized support and system management, covers all aspects of system deployment, operations, and continuous improvement, to ease customer pain with their complex IT environment.

documentation request crm 4  will often neglect the documentation function (or just use it for the most basic documents, e.g., request and specification sheets). On the other hand, larger corporations, which are bound by laws and regulations (anyone heard of the US Food and Drug Administration [FDA]?) and/or have internal needs for their own control will leverage much more SolMan functionality. One should never forget the not-so-evident cost issues: while SolMan comes from SAP free of charge, a company may need to employ an army of f Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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CRM Solutions Buyer's Guide


CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features.

documentation request crm 4  CRM,CRM Buyer's Guide,customer relationship management,CRM solution,on-premise vs hosted Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

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Integrative CRM Enhances Midsize Business Agility and Performance


Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

documentation request crm 4   Read More