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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.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 learn clarify crm


How to Choose the Right Hosted CRM Solution for You
How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By

learn clarify crm  , Business Software , Learn what a Hosted CRM system can do for you and understand what issues you should consider during your decision-making process. Hosted CRM Buyer's Guide Contents Executive Summary Hosted CRM Overview Hosted vs. On-Premise CRM Market Overview The Benefits of Hosted CRM Basic Features Cost Checklist Conclusion   Executive Summary Today's Customer Relationship Management (CRM) solutions aim to recapture the personalized customer service provided by local mom- and- pop shops of yore

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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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

learn clarify crm  your account executive to learn how we can help you accelerate your CRM success. Searches related to 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative : 24 Hour Fitness | ADP | Amd | AIR Products | Avis Budget Group | Borland Genesys Conferencing | CRM Essential | CRM Functionality | CRM Solutions | CRM System | CRM Usage | Cars .com | Chase Paymentech Solutions | Chrysler Financial | Cisco | Cognos | Corporate Express | Custom CRM | Delta Dental | Dynamic F Read More

Global IT Evaluator Teams Up with Leading, National Consultancy to Help Businesses Compare Software Better


Access Enterprise Solutions (AES) and Technology Evaluation Centers (TEC) announce the launch of a new alliance that will provide customer-centric, locally focused, value-added business solutions for those seeking IT and ERP functional and technical expertise, supported by impartial analyst-vetted software selection assessments.

learn clarify crm  San Francisco (US). To learn more about Technology Evaluation Centers, visit www.technologyevaluation.com. To find out more about Access Enterprise Solutions, please go to www.aesit.com . Contact information: Kevin Pochapin Access Enterprise Solutions, LLC www.aesit.com Tel: (412) 201-6173 Lynne Brash Coordinator, Media Relations Technology Evaluation Centers Inc. (TEC) www.technologyevaluation.com Tel: (514) 954-3665 ext. 254 Fax: (514) 954-9739 Read More

Implementation Acceleration Using Integration


webMethods, Inc. has released a set of Packaged Integrations — pre-built software solutions that can be used to rapidly automate common cross-application business processes. The company claims Packaged Integrations make it possible to accelerate implementation by up to 80 percent and reduce implementation costs by up to 70%.

learn clarify crm  and using what they learn to try to catch up quickly. The EAI and B2B markets are moving so quickly that the keep up or die syndrome has set in with a vengeance. User Recommendations Taking the pre-packaged vertical application approach and the ability to rapidly automate common cross-application business processes will have strong appeal to many companies, especially when they can use faster return on investment as justification for the purchase. Potential customers in other vertical markets who need a Read More

SAP Gives Up, Declares Victory. Again.


Commerce One and SAP announced that Commerce One will supply the marketplace infrastructure behind the mySAP portal.

learn clarify crm  was their job to learn how to work with the leading ERP systems, especially SAP's. So while each of the products is a proven winner and there will potentially be convenience in working with this new offering, even existing customers of one of these vendors should evaluate a number of vendors for future software rentals or purchases. It could turn out that there's a better match for you with no increase in integration pain. Read More

Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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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.

learn clarify crm  Customer Relationship Management (CRM),Microsoft Dynamics CRM,SageCRM,Oncontact CRM Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

learn clarify crm  customer satisfaction,CRM software,CRM ROI,CRM solution,old CRM solution,new CRM solution,modern CRM solution,cloud computing and CRM,Compare Business Products 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.

learn clarify crm  in this paper, you'll learn the difference that a true workflow engine delivers to help you fully maximize your company's investment in hosted CRM. Truth be told, CRM alone is not enough as not all CRM providers have a real workflow engine to permit full process automation. After the initial burst of enthusiasm for CRM in the late 1990s, CRM as a category suffered a confidence blow as enterprise-level systems were not embraced by the employees who were supposed to use them. Although workflow-enabled, the Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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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.

learn clarify crm  NetSuite at 1-877-NETSUITE to learn how thousands of customers have enhanced their bottom line by using one complete, on-demand system to manage their entire company. Market Event SAP and NetSuite made significant announcements regarding increased offerings and sophistication provided by their SaaS Customer Relationship Management (CRM) solutions this month. Driven by end-user demand, mid-market CRM applications, such as those offered by Maximizer, NetSuite, Sage Software, Salesforce.com and SAP, are 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.

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Saleslogix CRM Best Practices Guide


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

learn clarify crm  from this opportunity to learn from companies like yours that have used SalesLogix CRM to streamline their sales processes, integrate customer data, and coordinate their activities to drive more sales. Download your PDF copy of Nucleus Research's SalesLogix CRM Guidebook today. Get the guidebook and your own custom CRM comparison to see how SalesLogix stacks up against key competitors.   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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