X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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

Read More


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.  

Evaluate Now

Documents related to » ms crm tutorial

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.

ms crm tutorial  business intelligence implemantation | ms reporting services | olap | olap analysis | olap cube | olap cubes | olap reporting | olap server | olap software | olap solutions | olap tools | on demand business intelligence | open source olap | operational business intelligence | optimizing business intelligence concepts | optimizing business intelligence projects | overview business intelligence benefits | overview business intelligence performance | performance management | portal framework | purchase Read More

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.

ms crm tutorial  MS Sharepoint Webpart | MS Sharepoint Workflow | CRM Microsoft Office System | CRM Blog Sharepoint | CRM Buy Office Sharepoint Server 2007 | CRM Installing Office Sharepoint Server 2007 | CRM Learning Sharepoint | CRM Microsoft Office Server | CRM Microsoft Office Sharepoint Server | CRM Microsoft Office Sharepoint Server 2007 | CRM Microsoft Sharepoint | CRM Microsoft Sharepoint Templates | CRM MS Office Sharepoint Server 2007 | CRM Office Sharepoint | CRM Office Sharepoint Portal Server 2007 | CRM Read More

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.  

ms crm tutorial  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. Read More

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.

ms crm tutorial  for salesforce.com, Lotusnotes and MS CRM along with Active directory management and bridge critical gaps in Sharepoint and add functionality to the sharepoint environment allowing customers to further enhance their SharePoint investments. In addition to our offices in Atlanta, we have a development center in Bangalore, India from where we deliver cutting edge R&D with access to leading IT talent in the world. Our domain expertise extends across document management, migrations, Business Intelligence, 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.

ms crm tutorial  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 Read More

Agiline 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.

ms crm tutorial  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 Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

ms crm tutorial  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

ms crm tutorial  brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps perform more of the activities that turn into sales—in less time. Mobile CRM means your sales reps are always ready with their cell phones or smartphones to respond to customer requests submit quotes close business log into head office for the most-up-to-date client and product information quickly follow up on leads book appointments access the Internet With mobile CRM, it's all in your salespeople's hands—with them alw Read More

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 client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

ms crm tutorial  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 client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

ms crm tutorial  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system Read More

Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft?

ms crm tutorial  the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel eBusiness Applications . Siebel 7 (formerly referred to as Siebel 2001 ) reportedly provides the most comprehensive suite of packaged applications for customer relationship management (CRM) and employee relationship management (ERM), with the lowest total cost of ownership Read More

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

ms crm tutorial  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

ms crm tutorial  spending millions on CRM systems for call center scripting, campaign management software and the like, companies can't accommodate a marketing department's simple request to link direct mailing or call center results to Web site hits for a given campaign. Thus, data integration can't happen without consistent data and comprehensive customer-related business definitions across the CRM infrastructure - e-mail, Web system, call center, direct mail, data mart, campaign management and so on. Most Read More

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.

ms crm tutorial  Buyer's Guide 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. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More