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
 

 functional requirements crm


CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge
Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and

functional requirements crm  comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in selecting a CRM solution. Part Two details how use of a

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 » functional requirements crm

TEC Joins Forces with EOH Technology Consulting to Assist Businesses Matching Software Choices to Strategic Requirements


TEC Joins Forces with EOH Technology Consulting to Assist Businesses Matching Software Choices to Strategic Requirements EOH Technology Consulting (EOH) and Technology Evaluation Centers (TEC) announce the launch of a new alliance designed to assist companies with comparing, evaluating, and selecting enterprise software.

functional requirements crm  seeking IT and ERP functional and technical expertise. This will be supported by impartial, analyst-vetted software selection assessments. According to Harvard Business Review, 20% of IT investments made this year became “shelf ware”. Gartner says that approximately 70% of IT projects fail or fall short of expectations. “These statistics justify the need for a software selection service that blends global knowledge with local expertise and this is exactly what we will achieve as a Certified Read More

Essential ERP - Its Functional Scope


ERP applications are designed to optimize an organization's underlying business processes - accounting/financial, manufacturing, distribution, and human resources/payroll.

functional requirements crm  resources. The Three Major Functional areas of ERP are as follows: Manufacturing & Logistics Finance & Accounting Human Resources & Payroll. Manufacturing & Logistics This encompasses a group of applications for planning production, taking orders, and delivering products to the customer. Some of its most common modules and their high-level functions are: Operations (Production) planning - Performs capacity planning and creates a daily production schedule for a company's manufacturing plants. It involves 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 tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

functional requirements crm  technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of products on the market. Third , a decision support tool to compare vendor offerings and quantify the gaps between vendor capabilities and company requirements. TEC provides web-enabled versions of its knowledge bases available online. Visit www.crmevaluation.com and www.erpevaluation.com for more information. Using the criteria in Read More

Supply Chain Management: Morphing the Functional Scope of Service Parts


The quintessential business challenge is to minimize downtime on assets while minimizing the cost of spare and replacement parts inventory. To meet these challenges, heavy investments have been made in extensive spare ad replacement parts networks.

functional requirements crm  Service Parts The Morphing Functional Scope of Service Parts SCM There are many requirements involved in the supply chain management (SCM) of service and replacement parts that make the process different from traditional, new parts SCM (see Part One ). As a result, some specialist SCM solutions have been developed to address these challenges. Some might resemble conventional SCM solutions, but feature different approaches. The requirements of service and replacement parts SCM solutions also vary given Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

functional requirements crm  saleslogix crm best practices guide,saleslogix,crm,best,practices,guide,crm best practices guide,saleslogix best practices guide,saleslogix crm practices guide,saleslogix crm best guide,saleslogix crm best practices. Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

functional requirements crm  syspro,syspro erp,syspro software,syspro crm,enterprise resource planning,syspro impact software,syspro com,syspro 6.0,syspro support,syspro cab,syspro ocx,www syspro com,syspro users,syspro impact,us syspro com,syspro training,syspro usa,syspro reseller,syspro help,syspro technologies,syspro reviews,syspro encore Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

functional requirements crm  on how well that functionality matches the business requirements of your organization. It's the best way we know of to evaluate CRM solutions, and we invite you to give it a run-through. Simply click on the link below to visit our CRM Evaluation Center to conduct your fast, free custom CRM comparison. After all, there's no other organization quite like yours. For a free custom comparison of CRM solutions, click below. Find out which CRM solutions are best suited to your company's particular requirements Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

functional requirements crm  crm in erp,crm module in erp,erp,what is erp,what is a crm,crm crm,in crm,crm,it crm,crm on,what is crm,crm and,baan,siebel,cmr Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

functional requirements crm  are satisfied with the functionality of the system because everyone must use the system in order for it to succeed. 06 Develop a realistic budget that accounts for all expenses associated with the implementation of CRM system. Be sure to discuss all of your expectations with your chosen CRM partner so you can both work to meet your budget. 07 For the first phase of your CRM implementation, estimate how you might want the system to evolve in the future. For example, are there areas of the CRM system you wi 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.

functional requirements crm  CRM Function | CRM Functionality | CRM Functions | CRM Goals | CRM Hosted | CRM Hosted Solution | CRM Hosting | CRM Implementation | CRM Implementation Success | CRM Industry | CRM Information | CRM Information Systems | CRM Information Technology | CRM Infrastructure | CRM Initiative | CRM Initiatives | CRM Innovation | CRM Integration | CRM Issues | CRM Key | CRM Knowledge | CRM Knowledge Management | CRM Learning | CRM Magazine | CRM Management | CRM Manager | CRM Managment | CRM Open Source | CRM 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-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.

functional requirements 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

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

functional requirements crm  result of a broad functional coverage for medium-sized businesses and strong support. Other noted products in the Spanish market are Microsoft Dynamics NAV  ,  Microsoft Dynamics AX , SAP Business One and Sage Logic Class . Still,  somewhat embarrassingly, Agresso at long last took a look under the hood and realized that CCS had a strong CRM product too as well as a sizable and seasoned CRM implementation team. In fact, Agresso CRM offers five distinct advantages that lead against competitive sof Read More

Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

functional requirements crm  CRM, CRM software, CRM system, CRM application, customer relationship management, sales cycle, social CRM Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

functional requirements crm  of 2005, the company’s functional (product) footprint has not grown aggressively  in recent years, although the company expects to add up to four new functional products in the Governanace, Risk management & Compliance (GRC) , Human Capital Management (HCM) and Financials realm in 2008 . The most recent 2007 additions to the product footprint were Agresso Field Force in June 2007 , (please see an in-depth analysis of that product soon at TEC's site and newsletter)  and in November 2007 Agresso annou Read More