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Vendor Rating Updates: Process ERP, CRM, and Financials
Newly published TEC ratings are available for a number of software vendors. Individual reports are available for purchase, or you can review the ratings in

financials crm  Process ERP, CRM, and Financials Newly published TEC ratings are available for a number of software vendors. Individual reports are available for purchase, or you can review the ratings in-depth using the evaluation centers . Here's a quick rundown of the updates. Take note if you're in the process of evaluating any of the following systems. enterprise resource planning (ERP) for process manufacturing industries customer relationship management ( CRM ) enterprise financial software Our public data on the 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 » financials crm


Vendor Rating Updates: Learning, Distribution ERP, Financials, CRM
A friendly colleague reminded me today that it's been a while since I've posted news about our ongoing product rating updates. So here goes, continue reading if

financials crm  Updates: Learning, Distribution ERP, Financials, CRM A friendly colleague reminded me today that it's been a while since I've posted news about our ongoing product rating updates. So here goes, continue reading if you're evaluating software for any of the following types of systems. CRM ERP (manufacturing for discrete or process industries, ETO, distribution, and services industries) Financial systems PLM We published updated ratings on a number of vendors' products. You can check out the ratings using a Read More
When ERP and CRM Connect in the Cloud
In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s

financials crm  their corporate standard for financials. In these cases, a manufacturing division (or sometimes a newly acquired company) is looking for a manufacturing-centric solution that can feed information up to the corporate backbone. (Note that this doesn't happen with Oracle. In our experience, either you're an Oracle shop or you're not; if you are, it's highly unlikely you're going to let another ERP or manufacturing application inside your enterprise, even at the division level.) For the specific CRM packages Read More
Enterprise Financials
Computron's Financial Management Solutions, part of Computron Enterprise Financials, helps the finance department create an information-driven environment in

financials crm  Financials Computron's Financial Management Solutions, part of Computron Enterprise Financials, helps the finance department create an information-driven environment in a central repository. This helps ensure data integrity and synchronization with third-party systems. This approach provides visibility into the business, strengthens management control, and helps ensure compliance with corporate and regulatory requirements. Computron's workflow technology is used to streamline the journal entry an Read More
Cloud Financials Come of Age
For finance executives, the financial advantages of cloud computing are undeniable. Shifting the costs of hardware and software from a capital investment to an

financials crm  Financials Come of Age For finance executives, the financial advantages of cloud computing are undeniable. Shifting the costs of hardware and software from a capital investment to an operating expense makes software-as-a-service (SaaS) more affordable, and far more accessible. Learn how SaaS financials tools can free finance executives from the constraints of on-premise solutions, allowing them to concentrate on growth, regulation, and risk. 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

financials crm  Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products Read More
EBSuite CRM
The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk

financials crm  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. 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

financials crm  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
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

financials 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 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
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

financials crm  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
Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

financials crm  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, 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

financials crm  and Technological Solutions: Be the Customer CRM and Technological Solutions: Be the Customer R. Garland - June 22, 2001 Introduction  Be the bagel. It was a refrain I heard often in a metalworking shop class I took in one of my engineering classes back in college. The purpose of the class was for the students to both design and build an original device of their own creation, with the purpose of helping them understand that engineers can't work in a vacuum, and they need to understand the 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

financials crm  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
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

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

financials crm  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More

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