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Software Functionality Revealed in Detail
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 integration crm


The Benefits of CRM/ERP Integration
Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so

integration crm  Benefits of CRM/ERP Integration Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so it’s no surprise that a lot of ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored interview, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience.

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

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 » integration crm

Nimble Advances Its CRM Solution with Outlook Integration, ActiveCampaign, and QuoteRoller


Nimble has made available three new apps on the Nimble Apps Marketplace: Microsoft Outlook, ActiveCampaign, and QuoteRoller. With the Microsoft Outlook app from Phi-solutions, users can access Nimble's social contact profiles from within Outlook. ActiveCampaign offers marketers customizable e-mail templates, social media access, marketing automation, and reporting and analytics tools. QuoteRoller

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How to Avoid the Most Common Mistakes in CRM Integration


Customer relationship management (CRM) is being adopted by businesses worldwide. But the key question for many executives as they create their CRM strategy: how can they gain strategic advantage if their competitors are implementing these same CRM systems? The answer: through integration. Find out how leveraging your existing information assets can turn CRM from a tactical project into a key strategic initiative.

integration crm   Read More

The Benefits of CRM/ERP Integration


Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so it’s no surprise that a lot of ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored podcast, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience.

integration crm   Read More

Business Benefits to FSM-CRM-ERP Systems Integration


These days everything starts with the customer and his or her experience. From this perspective—of the customer experience—the service sector must ensure fluency in its operations so that the customer is satisfied and does not go to social media to publicly vent or complain. Certain industries such as manufacturing and services industries, such as utilities and insurance, are some of the most

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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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.  

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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

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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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YOur CRM Solution in Our 2011 CRM Buyer's Guide


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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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