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You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language
When ideas fail, words come in very handy. - Johann Wolfgang von GoetheSoftware Selection PitfallsQuick, what’s the number-one pitfall of the software

epicor crm and rfp  IBM, Microsoft, Oracle, Infor, Epicor, Lawson, etc. These lists of criteria give you a full view of all the features and functions currently available for the software you’re looking to purchase. They allow you to determine which features and functions are required for your organization in a document that provides common ground between vendors and buyers—and eliminates the risk of misunderstanding . Mea Freakin’ Culpa Even hard-core editors can fall victim to the curse of slippery language. In my Read More...
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&n...
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Documents related to » epicor crm and rfp


What 2010 Meant For Microsoft Business Solutions
In 2008, I wrote a four-part series that explained in great detail Microsoft’s platform technology pieces, commonly used in Microsoft Dynamics and many

epicor crm and rfp  post will explain how Epicor and SYSPRO harness Microsoft’s business productivity tools, and perhaps go a step further on their own. Your views, comments, and opinions about Microsoft’s platform strategy, or experiences with any above-mentioned ERP and CRM solutions are welcome in the meantime. Read More...
Niche Software at Its Best
Deltek Vision and other Deltek enterprise solutions, have been major players with project management-oriented organizations for the past twenty years. Vision a

epicor crm and rfp  main competitors: It Services: Epicor for Service Enterprises ( http://www.epicor.com ), Solomon ( http://www.microsoft.com/businesssolutions/ solomon/default.mspx ), ChangePoint ( http://www.compuware.com/services-automation/services-automation-home.htm ) ASP Competitors: Open Air ( http://www.openair.com/index.html ), QuickArrow ( http://www.quickarrow.com/ ) Architecture and Engineering: BST ( http://www.bstconsultants.com/ ), Wind2 FMS ( http://www.wind2.com/ ) Resellers Most of Deltek's sales in the Read More...
What’s Up with xTuple-and Open Source ERP?
You may be wondering how the open-source ERP vendor xTuple operating with a workforce of only 27 can compete on the same stage with the software giants. Find

epicor crm and rfp  We face off against Epicor and Infor from time to time, usually for request for proposal (RFP)-based processes. TEC: What is your ideal customer profile now in light of the latest product enhancements (or is it more of the same)? What percentage of your customers is in the cloud or on demand? NL: There are still basically two buckets of customers: 1) “greenfield” opportunities (smaller companies growing out of QuickBooks , etc.) and 2) replacements for older, “Graveyard-y ERP systems. The ideal Read More...
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

epicor crm and rfp  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

epicor crm and rfp  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More...
Zoho Advances Its CRM Solution with Zoho CRM Document Library
Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant

epicor crm and rfp  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More...
SYSPRO CRM
SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are

epicor crm and rfp  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share Read More...
Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

epicor crm and rfp  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

epicor crm and rfp  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More...
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

epicor crm and rfp  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More...
The Case for a New CRM Solution
CRM software has gone well beyond being a

epicor crm and rfp  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More...
How ERP and CRM Solutions Can Save You Money
Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

epicor crm and rfp  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More...
CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?
Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with

epicor crm and rfp  ERP, BI, and IT Investment-Where Do You Find the Business Benefit? Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More...

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