X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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...
 

 epicor crm and rfp


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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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...

Documents related to » epicor crm and rfp

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 out how as TEC principal analyst P.J. Jakovljevic looks at xTuple’s current ERP offerings and commercial editions, and speaks with xTuple CEO Ned Lilly on the vendor’s social capabilities, product development focus, market and competitive landscape, and future outlook.

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

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 other enterprise applications. Primarily, these "plumbing" tools were Microsoft SQL Server, SharePoint, and Office within enterprise resource planning (ERP) and customer relationship management (CRM) applications, while

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 leading product in the professional services automation market and has taken significant strides to maintain this market leading position.

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

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

epicor crm and rfp  Real Challenge of CRM: Employee Buy-In The Real Challenge of CRM: Employee Buy-In If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship 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 tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

epicor crm and rfp  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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. 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.

epicor crm and rfp  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

epicor crm and rfp  Benefits of Selecting a CRM Implementation Partner Harvest Solutions offers consulting services to help you select and implement your company's CRM system. Throughout our many years of experience in the CRM industry we have created a methodology for designing and implementing CRM systems which leads to successful outcomes for our clients. Source: Harvest Solutions Resources Related to The Benefits of Selecting a CRM Implementation Partner : Customer Relationship Management (CRM) (Wikipedia) The Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

epicor crm and rfp  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

epicor crm and rfp  Commerce Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

epicor crm and rfp  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system y Read More

Maximizer 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.

epicor crm and rfp  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 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.

epicor crm and rfp  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 Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

epicor crm and rfp  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More