X
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.
Compare Now
 

 free templates for crm


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

free templates for crm  Reporting Software Selection | Free Software Selection | Manufacturing Software Selection | Software Selection Project | Estimating Software Selection | Supply Chain Software Selection | Software Selection Features | Assessment Software Selection | Consumer Software Selection | Standard Software Selection | Software Selection Tips | Simulation Software Selection | Software Selection Reference | Symbolic Software Selection | CRM Software Selection | CRM Software Selection Process | CRM Software Selecton

Read More


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 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 Response Management, Industry Vertical Module Availability, Product Technology  

Evaluate Now

Documents related to » free templates for crm

Software Selection Horoscopes for January 2008


Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

free templates for crm  a look at some free RFP templates . Capricorn: Your organized and systematic nature will come in handy in the coming weeks, especially if your company is considering a new enterprise resource planning (ERP) solution for small to medium business SMB . But no matter how organized you are, it never hurts to have a little help. Make sure you know what steps are involved in the software selection process . Aquarius: Try not to shock anyone in the coming weeks—particularly if you’ve been tasked with Read More

Best Practices for Using Excel as a BI Tool


Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business intelligence (BI) solution, Excel often becomes the go-to tool for compiling and analyzing business data In this guide, John Wilson, CEO of Claim Insights, and other Focus Experts offer top tips and best practices for using Excel as a business intelligence tool.

free templates for crm  microsoft excel trial,free microsoft excel download,crm,erp,excel tips,real time business intelligence,microsoft excel templates,learn microsoft excel,business intelligence applications,open source business intelligence,free microsoft excel,excel free trial,software microsoft excel,microsoft excel functions,microsoft word Read More

Hosted PBX Buyer's Guide for Small and Medium Businesses


A hosted Internet protocol private branch exchange (IP PBX) system can provide an easy way for small to medium businesses (SMBs) to move to voice over Internet protocol (VoIP) and get a new range of features and capabilities. While there are several IP PBX options, hosted applications are usually quicker and cheaper to install. Discover the critical features and services your SMB needs in a new hosted phone system.

free templates for crm  a VoIP platform) for free means that basic phone service is bound to cost less using VoIP. In combination with already heavy and aggressive price cuts on traditional phone services, new hosted VoIP systems provide immediate cost savings and ROI (Return on Investment) when upgrading from a traditional phone system. Other main reasons that small to medium businesses are adopting VoIP include access to features that are either not available or at all or cost-prohibitive on older phone systems. Examples of Read More

CRM and BPM: “We Goes Together Like Peas and Carrots”


In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship Management (CRM) Summit in September in Scottsdale. I not only saw a number of same vendors at both events, but both events also had many similar themes, such as customer service, workflow automation, business processes

free templates for crm  so-called  best practices  and free up employees to concentrate on higher-value activities. Workflow enablement can also take the guesswork out of more complex processes via the setting up of  business rules . For example, leads can be automatically distributed based on sales territory or informational mailings can be sent out based on pre-defined triggers. Another way to leverage workflow capabilities is by automating end-to-end business processes. For example, a workflow can be used to take a Read More

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.

free templates for crm   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.

free templates for crm   Read More

IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) 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.

free templates for crm  IFS Applications,IFS Applications v.8.0,IFS Applications ERP software for services,ERP software for services,ERP solution for services,ERP for services (non-manufacturing) software,IFS ERP software for services,IFS ERP for services solution,IFS Read More

GLOVIA G2 for ERP for Discrete Manufacturing Certification Report (2014)


GLOVIA G2 by Glovia International is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the Enterprise Resource Planning Evaluation Center. Built on a lean philosophy of business, it's a convincingly strong and viable ERP solution that provides significant value to its customers. Download the report for product analysis and in-depth analyst commentary.

free templates for crm  TEC certified, discrete ERP, discrete manufacturing, lean manufacturing, ERP solution, end user productivity, global manufacturing Read More

IFS Applications (version 8.0) for ERP for ETO Manufacturing Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for engineer-to-order (ETO) manufacturing 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.

free templates for crm  IFS Applications,IFS Applications v.8.0,IFS Applications ETO ERP software,engineer-to-order ERP software,ETO ERP software,ETO ERP solution,ERP for ETO manufacturing software,IFS ETO ERP software,IFS ETO ERP,IFS Read More

The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects


Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key decision makers in operations, IT, and finance—as well as the executive team and the board of directors—to see value in the proposed WMS. But how can you improve your chances of getting management approval? Discover five strategies for information-gathering and approval.

free templates for crm  Warehouse Management System | Free Evaluation Templates for Selecting Warehouse Management Systems | How Warehouse Management System Help the Manufacturing | Implementation Warehouse Management System | Inventory Control Systems Versus Warehouse Management System | Inventory Management System vs Warehouse Management System | Is Warehouse Management System a Module of Baan ERP | Open Source Warehouse Management Software | Open Source Warehouse Management System | Oracle Warehouse Management System Picking Read More

Commsoft Technologies Fidelio (v.6) for ERP for Discrete Manufacturing Certification Report


The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing 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.

free templates for crm  Commsoft,Commsoft Technologies,Fidelio,Fidelio v.6,discrete ERP,French ERP Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

free templates for crm   Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

free templates for crm  the file storage for free users. Read More

Strong Showing for Infor SyteLine v.9 for ERP for Engineer-to-order Manufacturing [Infographic]


See how Infor SyteLine v.9 measures up in this infographic of a benchmark analysis against other leading ERP solutions for engineer-to-order (ETO) manufacturing.

free templates for crm  ETO manufacturing, Infor SyteLine, ETO ERP, engineer-to-order manufacturing Read More