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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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 lotus notes crm


Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

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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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Software Giants Make Courting A Small Guy Their "Business One" Priority Part Two: Market Impact


Mid-market and the SMB segment are the next frontiers and a promised land for all the enterprise vendors, small and large alike.Still, the willingness of smaller IT departments to go for more sophisticated technology beyond the all-too-common dispersed islands of information on Excel spreadsheets, Access-based reports and queries, or even managers’ pocket paper-pads and post-it notes, does not guarantee any vendor an easy ride.

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iExtensions


Award-winning Lotus Notes CRM and sales force automation (SFA) software, iExtensions CRM allows clients to leverage their Lotus Notes Domino infrastructure. The solution also allows desktop and wireless access via BlackBerry, and gives integrated Lotus Notes contact management to help users better manage all their customer interactions. With iExtensions, sales, contacts, leads, opportunities, and other important information can be manageable and easy to share, and used to fortify customer relationships. Users involved in IT, sales, marketing, or administration activites can leverage the solution to help optimize their performance.

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Super Office


SuperOffice CRM solutions cover enterprise needs within customer tracking and follow-up, document handling and archiving, daily task planning, sales force automation (SFA), marketing automation, and management reporting related to CRM. All systems are available as client/server solutions for Windows and as Web clients. SuperOffice CRM runs on Microsoft SQL Server, DB2, Oracle, and Sybase. SuperOffice mobile solutions are synchronized with portable PCs, Palm personal digital assistants (PDAs), and PDAs running Pocket PC. They are also integrated with Microsoft Office applications. SuperOffice modules can also integrate to Lotus Notes, with standard links to enterprise resource planning (ERP) systems, including Attain, Axapta, Concorde, SAP R/3 and BUSINESS ONE, Visma Business, Scala, Agresso, Exact, AVISION, and others.  

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VAI Unveils S2K Smart Center Social User Experience


VAI, a provider of enterprise resource planning (ERP) software to the midmarket, announced S2K Smart Center, a configurable Web-based user experience that supports single sign-on, common navigation, and uniform look-and-feel across VAI’s family of S2K ERP software solutions. The solution also offers seamless navigation across multiple applications deployed on-premises or in the cloud.

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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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 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.

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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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.

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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.

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