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Software Functionality Revealed in Detail
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 kpis crm

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 » kpis crm

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

kpis crm  mix of actionable research, KPIs, tools, and services. This document is the result of research performed by AberdeenGroup. AberdeenGroup believes its findings are objective and represent the best analysis available at the time of publication. Unless otherwise noted, the entire contents of this publication are copyrighted by AberdeenGroup, Inc. and may not be reproduced, stored in a retrieval system, or transmitted in any form or by any means without prior written consent by AberdeenGroup, Inc. Searches Read More

These are the Times of CRM Vindication and Validation - Part 3


Part 1 of this series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times” and authored by Microsoft Dynamics CRM and Oracle CRM, respectively. The blog post made the case for forward-looking enterprises to leverage customer relationship management (CRM

kpis crm  and  key performance indicators (KPIs)  to provide near real-time  data visualizations  of sales performance. Alternatively, organizations can tighten their focus and take a closer look at the deal mix and competitors by analyzing account distribution, lead source effectiveness, invoices/orders received, and win-loss data in an effort to better identify their ideal deal size and type. Sales organizations can use that information to hone in on their sweet spot (deal mix and profitability) and Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

kpis crm  uses key performance indicators (KPIs) to proactively notify key individuals or, in combination with Consona Enterprise CRM, help users take action and react to significant business events. Last but not least, the application has vast reporting capabilities, providing both pre-defined and self-service reporting to meet the needs of business managers who require enterprise-strength reporting. These reporting capabilities enable organizations to pull relevant information from multiple systems, such as ERP, Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

kpis crm  of key performance indicators (KPIs) around customers, people (employees), processes, channels (including channel partners), and products. They need to determine current performance levels, benchmark best-practice processes, set aggressive goals for improvements, and continuously feed back the results of those measurements to the respective business and process owners. Performance management also requires a firm executive commitment to manage and enforce changes. Linking incentives and compensation to 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

kpis crm  ,  key performance indicators (KPIs) /performance metrics, and so on and so forth. It might be indicative that BPM and CRM are quite converging disciplines in that Gartner found enough synergy to host its CRM and BPM summits back-to-back in Washington, D.C. in late 2008  (events I did not attend). While BPM vendors are beginning to offer more CRM capabilities, CRM vendors are “returning the favor” with BPM features (e.g., workflow and  business rules engines ). This process (no pun intended) may Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

kpis crm  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You''ll learn about CRM from all the key Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

kpis crm  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




kpis crm  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

kpis crm  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

kpis crm  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you''re not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system 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.

kpis 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

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

kpis crm  101 Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101 . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), Read More