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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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 example data flow diagram crm

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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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

example data flow diagram crm  | Key Performance Indicators Example | Key Performance Indicators KPI | Key Performance Indicators Metrics | Key Performance Management | Key Performance Measure | Key Performance Measurement | Key Performance Measurements | Key Performance Metrics | Key Performance Objectives | Key Process Indicators | Key Strategic Indicators | KPI | KPI Example | KPI Management | KPI Measurement | KPI Performance | KPI Reporting | KPI Reports | KPI Software | Learning Management System | Management Solutions | Read More

The Steel Manufacturing Industry: What Use Is an ERP System, Anyway?


TEC regularly works with companies to identify the right software vendors for their industry and particular needs. I’m going to provide you with information about ERP systems and how they relate to steel industry requirements (note: you can always consult our Vendor Showcase to find out more about specific software vendors). An ERP system is typically considered to be a company’s IT

example data flow diagram crm  manufacturing organizations. Here’s an example of a typical process flow in a steel manufacturing plant: A customer order is entered in the ERP module, which communicates with the supply chain management (SCM) module to figure out which orders can be met by on-hand inventory or by creating a production plan. This information is fed back and forth between levels 4 and 5 on one hand, and levels 3, 2, and 1 on the other, so that a promise date can be sent back on customer orders. The supply chain Read More

AuraPortal: A BPM Vendor Worth Checking Out


AuraPortal, a new business process management (BPM) vendor, offers a solution that creates business process execution models without the need for heavy IT programming. In this article, Principal Analyst P.J. Jakovljevic gives inside view of the vendor’s development strategies and the broad scope of BPM suite’s modules, and discusses how the system’s differentiating features addresses the diverse needs of its customers.

example data flow diagram crm  approval workflows. As an example, consider a process with human- and system-centric tasks, exception events, looping flow threads, the handling of multi-register data (with complex automatic treatments for each register), and the seamless integration of independent sets of business rules—that can be changed at any time without changing the process model. Also consider including documents that can be automatically constructed and reshaped based on changing data and emerging situations, with automatic Read More

Demand Planning: Optimizing Operations across the Supply Chain


Demand planning applications can help manufacturers establish baseline sales forecasts and perform analysis to improve resource usage. They can also help manufacturers optimize pricing capabilities and better understand their markets. Yet to get the most out of these tools, manufacturers must be willing to reorganize their planning processes—and to share the resulting insights with supply chain partners and customers.

example data flow diagram crm  and sales forecasting. For example, Fleetwood Enterprises, a leading maker of recreational vehicles and manufactured housing, is using a Web portal to upload dealer sales data to improve forecasting. For Fleetwood and others, the payoffs derived from a more effective demand planning system ripple through the supply chain. But for the individual manufacturer or distributor, they tend to center around key financial benefits: Reduction of inventories, Reduced warehouse space, and Improved customer Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

example data flow diagram crm  an afterthought. A Simple Example of Workflow at Work As mentioned previously, Workflow enables productivity benefits by automating sales, customer service and marketing processes, according to custom rules. Let''s take a look at what this may look like in real-world setting. At stage one of a sale, a sales rep is required to input data about a new prospect. Workflow will not let the new opportunity move to the next stage until all requisite information has been filled out. Upon completion, Workflow flags Read More

Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

example data flow diagram crm  Data Management: Big Data Proves Catalyst to Updating Data Management Strategies Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain. Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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Data Evolution: Why a Comprehensive Data Management Platform Supersedes the Data Integration Toolbox


Today’s organizations have incredible amounts of information to be managed, and in many cases it is quickly spiraling out of control. To address the emerging issues around managing, governing, and using data, organizations have been acquiring quite a toolbox of data integration tools and technologies. One of the core drivers for these tools and technologies has been the ever-evolving world of the data warehouse.

example data flow diagram crm  Evolution: Why a Comprehensive Data Management Platform Supersedes the Data Integration Toolbox Today’s organizations have incredible amounts of information to be managed, and in many cases it is quickly spiraling out of control. To address the emerging issues around managing, governing, and using data, organizations have been acquiring quite a toolbox of data integration tools and technologies. One of the core drivers for these tools and technologies has been the ever-evolving world of the data Read More

Big Data Comes of Age: Shifting to a Real-time Data Platform


New data sources are fueling innovation while stretching the limitations of traditional data management strategies and structures. Data warehouses are giving way to purpose-built platforms more capable of meeting the real-time needs of more demanding end users and the opportunities presented by big data. Read this white paper to learn more about the significant strategy shifts underway to transform traditional data ecosystems by creating a unified view of the data terrain necessary to support big data and the real-time needs of innovative companies.

example data flow diagram crm  Data Comes of Age: Shifting to a Real-time Data Platform New data sources are fueling innovation while stretching the limitations of traditional data management strategies and structures. Data warehouses are giving way to purpose-built platforms more capable of meeting the real-time needs of more demanding end users and the opportunities presented by big data. Read this white paper to learn more about the significant strategy shifts underway to transform traditional data ecosystems by creating a Read More

Agile Data Masking: Critical to Data Loss Prevention and Threat Reduction


Over the past several years data loss and data leaks have been a regular part of headline news. This surge in data leak activity has prompted many organizations to reevaluate their exposure to data leaks and institute automated, agile approaches to data masking. Well-implemented data masking secures data delivery and enhances compliance and security while accelerating data management processes.

example data flow diagram crm  Data Masking: Critical to Data Loss Prevention and Threat Reduction Over the past several years data loss and data leaks have been a regular part of headline news. This surge in data leak activity has prompted many organizations to reevaluate their exposure to data leaks and institute automated, agile approaches to data masking. Well-implemented data masking secures data delivery and enhances compliance and security while accelerating data management processes. Read More

Managing Small Data Centers: A Short Guide to Running Secure and Resilient Data Centers for Mid-sized Businesses


To keep your growing business competitive, your data center must be secure, protected against disaster, and available 24 hours a day, 7 days a week. But if managing IT is not your core competence, what are your options? A managed service provider (MSP) can help. Learn about the benefits of outsourcing data center management, and make sure your crucial business applications are always available when you need them.

example data flow diagram crm  Small Data Centers: A Short Guide to Running Secure and Resilient Data Centers for Mid-sized Businesses To keep your growing business competitive, your data center must be secure, protected against disaster, and available 24 hours a day, 7 days a week. But if managing IT is not your core competence, what are your options? A managed service provider (MSP) can help. Learn about the benefits of outsourcing data center management, and make sure your crucial business applications are always available Read More

NetSuite 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.

example data flow diagram crm   Read More

The Operational Data Lake: Your On Ramp to Big Data


Companies recognize the need to integrate big data into their real-time analytics and operations, but this poses a lot of technical and resource challenges. Meanwhile, those organizations that have operational data stores (ODSs) in place find that, while useful, they are expensive to scale. The ODS gives real-time visibility into operational data. While more cost-effective than a data warehouse, it uses outdated scaling technology, and performance upgrades require very specialized hardware. Plus, ODSs just can't handle the volume of data that has become a matter of fact for businesses today.

This white paper discusses the concept of the operational data lake, and its potential as an on-ramp to big data by upgrading outdated ODSs. Companies that are building a use case for big data, or those considering an upgrade to their ODS, may benefit from this stepping stone. With a Hadoop relational database management system (RDBMS), companies can expand their big data practices at their own pace.

example data flow diagram crm  Operational Data Lake: Your On Ramp to Big Data Companies recognize the need to integrate big data into their real-time analytics and operations, but this poses a lot of technical and resource challenges. Meanwhile, those organizations that have operational data stores (ODSs) in place find that, while useful, they are expensive to scale. The ODS gives real-time visibility into operational data. While more cost-effective than a data warehouse, it uses outdated scaling technology, and performance Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Governance from the Ground Up: Launching Your Data Governance Initiative


Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys.

example data flow diagram crm  from the Ground Up: Launching Your Data Governance Initiative Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys. Read More