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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 free onlie tutorial for siebel crm freshers


Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011
Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for

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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 » free onlie tutorial for siebel crm freshers

Lectra First PLM Software Vendor to Achieve TEC Certification for PLM for Fashion and PLM for the Distribution of Fashion Products and Accessories


Paris, January 4 2011 — Lectra, the world leader in integrated technology solutions for industries using soft materials—textiles, leather, industrial fabrics, and composites—has announced that Lectra Fashion PLM V2R2, its product lifecycle management solution designed specifically for the fashion industries, has just been awarded certification from TEC. Lectra Fashion PLM is the only solution to have achieved TEC certification in the fashion and fashion products and accessories distribution sectors.

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PPM for PSA Software Review: NetSuite OpenAir


This product portfolio management for professional services automation (PPM for PSA) software review report examines the PPM for PSA software by NetSuite and its support for business management processes against known benchmarks. It assesses NetSuite OpenAir for PPM for PSA functionality and reviews the product’s support capacity with a focus on:

  • Portfolio and Project Management
  • Resource Planning and Scheduling
  • Opportunity, Contact, and Contract Management
  • Time and Expense Management
  • Budgeting, Costing, and Billing
  • Knowledge Management, Collaboration, and Analysis
  • Third-party Integration

The report also contains an independent analyst’s review of the PPM for PSA software based on a demonstration provided by NetSuite. The review identifies the features of NetSuite OpenAir that distinguishes it from other business process management solutions, including its integration capability with NetSuite’s SuiteApp.com application store, its multicurrency and multi-tax support feature, and its mobile compatibility for use over various device types. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

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

Based on a demonstration of NetSuite OpenAir, a TEC analyst has assessed the PPM for PSA software’s features, evaluating the software against known industry benchmarks, to determine that NetSuite OpenAir by Aptean is a strong manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how NetSuite OpenAir can help businesses achieve their PPM for PSA objectives.

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Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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.

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Steps for Selecting Business Software Solutions: A How-To Guide for Growing Companies


This workbook is designed to help firms that are in the process of investigating their need for more advanced business management and accounting software. Companies have a wide variety of potential software and system needs based on their size and industry. Determining exactly where a company stands in terms of needs and current technology will be necessary for deciding the exact approach it should take toward upgrading. This document has two types of information designed to make this process easier: interactive self-assessment tools and educational text based on IDC research covering the small and medium business (SMB) and enterprise applications markets.

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Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP 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.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

This buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation. We will first describe some of the major innovations in the CRM space (e.g., cloud computing, social media and collaboration tools, mobile technology, and extended functionality), and then review their advantages and disadvantages. For each category of innovation, the guide will illustrate with real- life examples how CRM vendors provide innovative solutions to their customers and the associated benefits.

Innovation in the CRM world can be approached from two main perspectives: innovations in software, which affect the way companies manage their relationships with their customers (e.g., the ability to analyze customer feedback, for better customer service and even product development), and innovations in the market, which affect the accessibility and usability of CRM solutions (e.g., having CRM functionality available in the cloud or on a mobile device). And as the two qualities are interconnected (innovation in one arena generally leads or responds to innovation in the other), this guide focuses equally on innovations in CRM software and in new delivery models, such as cloud computing and mobile.

Throughout this guide, we consider CRM to be more than a set of tools and solutions that companies use to facilitate their interactions with customers. A complete CRM implementation includes strategies and best practices that companies define and apply in order to attract and retain customers.


Table of Contents


Preface

Customer Relationship Management: A Buyer’s Guide

TEC CRM Resources

Casebook

KANA Software Customer Success Story
Yahoo! Listens Proactively to Customers to Deliver Good Experiences

1C-Rarus Customer Success Story
1C:Enterprise 8 Implementation for Gazprom Neft–Tyumen

HarrisData Customer Success Story
Leading Manufacturer Employs RTI Software’s Closed Loop CRM to Manage Its Nationwide Customer Service Initiative

Infinity Info Systems Customer Success Story
Infinity Info Systems Streamlines Workflow for Leading Wealth Management Firm Halbert Hargrove

Microsoft Dynamics CRM Customer Success Story
Microsoft Dynamics CRM Gives BioMedix Vascular Solutions Better Insight into Business Execution

Microsoft Dynamics CRM Customer Success Story by Ignify
Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a 360-degree View of Customers and Business Operations

SugarCRM Customer Success Story
USA FACT Drives Higher Revenues with Sugar ProfessionalTM and Empowers Sales On-the-go with Sugar MobileTM


Vendor Directory

SAP Special Report


Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.



Report Preview


CRM Innovations


BI for Large Enterprises

CRM innovations can be classified into four major categories: cloud computing, mobile, social, and extended functionality. Each category uses different technologies to address the needs of customer-focused companies and respond to changes in customer behavior. Many vendors innovate in two or more of these categories; others focus on one category (e.g., some traditional CRM vendors do not yet offer a cloud-computing delivery model or social functionality, but they have created strong mobile versions of their solutions).

Most of the innovative initiatives in the CRM space are contained within these four categories (but innovations are by no means limited to these categories). We consider these categories to be of the utmost importance—and this guide will focus on them— because they greatly affect the way companies manage their relationships with customers (existing or potential).



Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.

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ERP Software Review: Jobscope Enterprise Edition (JEE) version 16 for ERP for ETO Manufacturing


This engineer-to-order enterprise resource planning (ETO ERP) solution software review report examines the ERP software by Jobscope and its support for business management processes against known benchmarks. It assesses Jobscope Enterprise Edition (JEE) for ERP functionality and reviews the product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Discrete Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by Jobscope. The review identifies the features of JEE that distinguishes it from other business process management solutions, including its online order entry, tracking, modification, and inquiry tools, its entire suite license approach, and its task performance managing functions accesses through an intuitively navigated interface. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

JEE 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 JEE, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that JEE by Jobscope is a strong ETO manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how JEE can help businesses achieve their ETO ERP objectives.

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Transition for Manhattan Associates Necessary for Long Term Growth


Based in Atlanta, Georgia, $78 million Manhattan Associates, Inc. develops, markets, and supports supply chain execution systems for distribution center management and Internet fulfillment. 1999 was a difficult year for the vendor, marked by reorganization and management turnover in the midst of rapid corporate expansion. Completing its transition to an Internet enabler will be important for Manhattan's long term future.

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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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-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

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