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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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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.
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 epiphany infor crm email campaign


How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

epiphany infor crm email campaign  SalesNet, SSA Global acquired Epiphany, and Infor subsequently acquired SSA. Additionally, CDC recently made two unsuccessful attempts to acquire Onyx Software before Made2Manage announced its intention to acquire this stand-alone CRM vendor. To date, current and potential Onyx customers should question the viability of their vendor, given CDC’s third attempt to acquire Onyx this week. Decision-makers should give high priority consideration to vendor viability and should perform an internal review of

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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 » epiphany infor crm email campaign

Holistic Omni-Channel Customer Experience Spotlighted at KANA Connect


I couldn’t make it to the KANA Connect 2013 conference this September, but the marvels of modern technology allowed me to follow the event in real time through social media streams, and to have a debriefing with Jim Norwood, KANA Software’s chief marketing officer (CMO). In a nutshell, last year’s conference was about KANA delivering an end-to-end customer experience (CX) offering, whereas this

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TEC Highlights Report: Infor SyteLine v.9


Similarly to other Infor ERP products, Infor SyteLine follows Infor’s general approach focusing on Infor 10x (the latest iteration of the Infor 10 release), micro-verticals, and a positive user experience. The Infor SyteLine 9 release boasts 150 new functional enhancements to the core Infor SyteLine product and an esthetically pleasing design. Read up on the major functionality enhancements, such as the new, attractive, and socially interactive user interface, in this TEC Highlights report from TEC senior ERP analyst Aleksey Osintsev.

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CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

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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

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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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ERP Software Review: Infor VISUAL ERP Software


This enterprise resource planning (ERP) software review report examines the ERP software by Infor and its support for discrete manufacturing, engineering-to-order (ETO) manufacturing, mixed-mode manufacturing, small to midsize business (SMB) manufacturing, and financial packages processes against known benchmarks. It assesses Infor VISUAL by Info for ERP functionality and reviews product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Manufacturing Management
  • Process Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management
  • General Ledger
  • Accounts Payable (A/P)
  • Fixed Assets
  • Cost Accounting
  • Cash Management
  • Budgeting
  • Accounts Receivable (A/R)
  • Financial Reporting
  • Project Accounting

The report also contains an independent analyst’s review of the ERP software based on demonstration provided by Infor. The review identifies the features of Infor VISUAL that distinguish it from other ERP manufacturing solutions, including its distinctively illustrative data visualization-focused interface, and its focus on discrete order-driven manufacturing operations with support to all facets of complex manufacturing operations. The analyst also outlines the software provider’s implementation process, support model, and target user base.

The DEACOM ERP software review identifies the features of DEACOM ERP that distinguish it from other ERP for process manufacturing solutions. These include its supplementary ERP features tailored for process manufacturers’ needs such as maintenance repair and operations (MRO), warehouse management systems (WMS), electronic data interchange (EDI), customer relationship management (CRM), and direct store delivery (DSD). DEACOM ERP provides business management support to process manufacturers in the areas of financials, process manufacturing management, purchasing management, quality management, and sales management.

Infor VISUAL achieved TEC certification status for its ERP software solution by completing TEC’s program which includes a detailed functional benchmarking analysis as well as conducting a demonstration of its discrete manufacturing, ETO manufacturing, mixed-mode manufacturing, SMB manufacturing, and financial packages software solution based on a provided demo script.

Infor VISUAL achieved TEC certification status for its ERP software solution by completing TEC’s certification program, which includes a demonstration of the ERP software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of Infor VISUAL, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that Infor VISUAL is a strong manufacturing ERP system.

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how Infor VISUAL ERP can help to-order manufacturers achieve these ERP objectives.

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Infor Visual


With its graphical nature, the Infor ERP Visual suite of products helps companies capture real-time data about their business processes using enterprise resource planning (ERP), advanced planning and scheduling (APS), manufacturing execution system (MES), quality management, customer relationship management (CRM), e-business relationship management (ERM), warehouse management system (WMS), and transportation management system (TMS) capabilities. Most Infor VISUAL Enterprise applications run on a broad set of common platforms and databases, and are certified for both iSeries and Netfinity servers.

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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.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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