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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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 microsoft crm kpi


Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights
Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop

microsoft crm kpi  Dynamics. Visualize Sales Opportunities Microsoft CRM offers numerous ways to take advantage of integration with Microsoft Office to increase your ability to analyze information and make better informed decisions. By accessing Microsoft CRM information in Excel, you have the ability to visually understand sales information, discover trends and drill into exceptions. Figure 15: Understand and visualize your opportunity pipeline using Microsoft CRM with Excel, helping you discover important trends and find

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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 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  

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Documents related to » microsoft crm kpi

Holistic Omni-Channel Customer Experience Spotlighted at KANA Connect


I couldn’t make it to the KANA Connect 2013 conference this September, but the marvels of modern technology allowed me to follow the event in real time through social media streams, and to have a debriefing with Jim Norwood, KANA Software’s chief marketing officer (CMO). In a nutshell, last year’s conference was about KANA delivering an end-to-end customer experience (CX) offering, whereas this

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Exploring Epicor Productivity Pyramid - Part 1


About two years ago, Epicor Software Corporation launched its next-generation converged product Epicor 9 (a.k.a. Epicor ERP [evaluate this solution]), which was covered at great length in my 2009 series. Over 250 customers have thus far gone live on Epicor 9, with roughly 1,700 units shipped in 21 months. If these numbers are not overly impressive to some, they are not

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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.

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Microsoft Keeps on Rounding up Its Business Solutions Part One: Event Summary


While the recent initiatives by Microsoft Business Solutions to piecemeal bolster its product lines' SCM capabilities should benefit users, a lot more cohesive SCM strategy is needed for Microsoft to truly permeate the SCM mid-market.

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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.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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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.

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Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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Dynamics NAV


Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help people work more effectively. Improve agility with enhanced flexibility to adapt to meet changing needs. Connect Microsoft Dynamics NAV easily to a wide range of applications and data sources.

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