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
 

 kpi crm project


CRM ROI: Creating a Business Case
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating a cost-benefit analysis

kpi crm project  including key performance indicators (KPI) that will be used to measure success or shortfalls. 3) Risk Assessment —a listing of the people, process, and technology risks in order to proactively mitigate their probability and manage its impact on project success. Getting a read on the return on investment (ROI) of customer relationship management (CRM) from analysts is near impossible today. Several 2003 reports claimed the ROI from CRM implementations was dismal, with 8 out of 10 projects failing to

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  

Start Now

Documents related to » kpi crm project

Sage Saleslogix Guidebook


If you’ve already implemented Sage Saleslogix for your customer relationship management (CRM) process and CRM analytics needs, this guidebook can help you achieve more value. And if you’re considering Saleslogix for your new CRM solution, you’ll learn best practices, including how to integrate and customize; how to move from sales to support, service, and marketing; and how to think strategically about training.

kpi crm project   Read More

Upland Software Announces Release of Tenrox 2013 R2


The latest release of the Tenrox solution for professional services automation (PSA), Tenrox 2013 R2 was announced by Upload Software. Tenrox is the only workflow-driven cloud PSA solution available for services organizations, and it is part of the broader portfolio of cloud-based enterprise software solutions for project, portfolio, and work management. Through acquisitions, Upland now has an

kpi crm project   Read More

Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience


Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance, usability, and availability of their customer relationship management (CRM) solutions. How do you know if your CRM system performs for each user? What does it mean when users say the system is slow? An experience management solution can give you the answers.

kpi crm project   Read More

The Future of Business Process Management: Where is BPM heading?


The need for quick responses to changing business environments has resulted in the growth of business process management (BPM). Thus, BPM vendors are embarking on merger and acquisition strategies to meet the functional requirements of businesses.

kpi crm project   Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

kpi crm project   Read More

Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments


Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management 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.

kpi crm project   Read More

Product, Project, Process, and People: The Four Ps of PLM Analytics


Product, project, process, and people represent the four areas of PLM analytics that may help PLM user organizations develop better products, improve the product development process, increase operational efficiency, and better measure employee performance, respectively.

kpi crm project   Read More

Who to Blame for Project Failure? Look Up-Not Down, Not Left, Not Right


Project failure is not a nice topic. None of us wants to be involved in a failure. But when a failure occurs, we feel compelled to assign blame. But who really is to blame, and how can a company avoid the same problems in the future?

kpi crm project   Read More

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.

kpi crm project   Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

kpi crm project   Read More