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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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 ms crm tutorial


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

ms crm tutorial  simple MS Excel or MS Access based tools to compare the results. These tools often lack the ability to do sophisticated analysis such as identifying and quantifying gaps between vendor offerings and the company's requirements. During the demonstration phase vendors are left to give their own canned demonstrations where they lead the selection team through a well choreographed display of their product. Allowing vendors to give canned demonstrations causes two problems. First, after the selection team has

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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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10 Ways to Start a SharePoint Project the Right Way


Until now, SharePoint has been implemented as simply a platform for front-end-heavy intranets, or as a system for limited document sharing and forms automation solutions. However, it now encompasses solutions for web-enabled applications, extranets, intranets, document management, business intelligence, and complex workflow. Thus, SharePoint needs to be internally marketed in a way that maximizes its capabilities for the web-enabled organization.

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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 productivity tools. Thus, business solutions need familiar, easy-to-learn user interfaces. They need to be “process-centric” and role-based. And they need to provide a bridge between the worlds of structured business applications and unstructured desktop productivity software.

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Hardcat


Hardcat offers a system designed for Windows 98, ME, NT, XP, 2000 or later, and other database products, such as Sybase SQL, MS SQL Server, Oracle 9, and IBM DB2 Universal. The asset management component provides a tool to help users control their asset bases. It can provide integration of e-procurement, help desk, and preventative maintenance, and also includes modules for functions related to purchasing, bar-coding, budget control, lease control, and depreciation. It addition to text databases, Hardcat also enables pictorial representations of assets through graphics and imaging features.  

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Business Intelligence


The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make better decisions, by providing the right information to the right people at the right time. Moreover, employees increasingly suffer from information overload, and require solutions that make informed decisions a more natural part of the everyday work experience.

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A Case Study and Tutorial in Using IT Knowledge Based Tools Part 2: A Tutorial


This tutorial, part 2 of a two part series on Knowledge Based Selection, demonstrates the selection processes and capabilities of Knowledge Based Selection Methods and Tools. These tools, integrated with business decision making procedures, can arguably reduce selection risk and improve chances for success in IT projects. Given the appalling rate of IT project failures, selection can potentially help reduce risk in some 30% of cases, with an associated estimated cost of about $30B annually to industry according to some sources. In this tutorial, we illustrate a number of the procedures for rapid decision processing through the real-life selection of a PDA device. The process gave confidence to the argument to wait for the solution, while weighing risk against return.

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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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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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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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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.

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