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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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 managing crm ppt


How to Embrace CRM and Make it Succeed in Your Organization
Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including

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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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Omnify Empower PLM


The Omnify product lifecycle management (PLM) system provides a single location for all members of design and manufacturing teams to share information for designing, manufacturing, and supporting products. Omnify Empower allows visibility into the entire product development process by managing the complete product record including component data, bills of materials (BOMs), engineering changes, documentation, projects, quality assurance and corrective and preventative action (CAPA), and training requirements information. The system is designed to manage product content information such as BOMs, component attributes, design drawings, datasheets, and vendor (manufacturer and supplier) information. It automates requesting, tracking, and executing changes on product information. Omnify leverages an organization’s current environment for implementation without interruption to existing processes. The Omnify PLM solution is built on the Microsoft.NET Framework and supplies out-of-the-box, bi-directional interfaces with computer-aided design (CAD) and computer-aided engineering (CAE) tools, and enterprise application systems, such as enterprise resource planning (ERP), materials resource planning (MRP), and customer relationship managment (CRM).  

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How 5 Companies Increased Revenue and Profitability with Leadership and Customer Relationship Management Software


Small to medium businesses (SMB) want to stay competitive, increase revenue, and remain profitable at the same time. This can be a challenge. Whether companies find this challenging because of a slow economy, market saturation, or other reasons, many companies are re-evaluating business strategies and internal processes to overcome these obstacles. For many successful companies, creating a customer-focused business strategy was the first step. Learn how leadership and customer relationship management software can help breed corporate success.

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Top 10 PLM Pitfalls To Avoid


Product lifecycle management (PLM) implementation strategies are in many cases unique from company to company. However, it is not uncommon for companies to encounter some of the same obstacles or pitfalls along the way. Understanding where these nasty little pitfalls lie will hopefully help you steer clear of them, and improve your chances for PLM success.

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Operational Excellence: Enabling Sustained Growth Spotlight on the Americas


Companies in the Americas should lead the world in growth through operational excellence—but they don’t. A 2008 survey shows that less than half promote insight into operations by investing in enterprise resource planning (ERP) and customer relationship management (CRM) software. Companies in the Americas also lag behind Asia-Pacific firms in revenue growth and customer satisfaction. Read more of the survey results.

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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.

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Managing Trees versus Managing Grass


Within the product lifecycle management (PLM) arena, there is a category of solutions with a very specific industry focus: fashion and retail PLM solutions. For example, Lectra calls its solution Fashion PLM; at PTC, its FlexPLM solution is created for retail, footwear, and apparel; TradeStone Software names  its solution Merchandise Lifecycle Management (MLM)  (instead of PLM) and focuses on

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Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

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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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Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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