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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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 oracle apps crm tutorials


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

oracle apps crm tutorials  

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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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Documents related to » oracle apps crm tutorials

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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Oracle Announces Oracle Learn Cloud 13A


Oracle has announced the release of Oracle Learn Cloud 13A, which handles the delivery, tracking, management, and reporting of formal and informal training. Part of its learning and human capital management (HCM) software solutions offering, Oracle Learn Cloud allows organizations to manage learning globally. Oracle Learn Cloud includes: 100-percent configurable portal layout, online

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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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The Guide to Google Apps Training: Part Two: How to Secure a Google Apps Domain


You don’t have control over attempted attacks on your domain, but putting the right security systems in place means you can block access to your data and your domain. Google Apps provides users with a wide variety of customizable options to ensure that a domain is secure. Google Apps features stringent user access controls, governing how and when selected users gain access to the domain, and a disaster recovery system in order to retrieve any data compromised due to a security breach.

In this white paper, learn the basic systems and settings for a variety of security features, including development of domain recovery options, enforcement of secure sockets layer (SSL) connections, how to configure two-factor authorization for maximum mobile security, and the importance of auditing and setting long minimums for passwords. You’ll also read how the Google Apps system works to create the best mobile security for your domain, and how installation of a Google Apps Device Policy can further protect your domain in case of device theft. Get information on the disaster recovery features included in the core Google Apps, and how third-party systems such as Backupify can be added to further strengthen data recovery options, ensuring that duplicate copies of documents are available. Through these controls, users can be assured that their domain data is secure.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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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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Enterprise Application Alternatives: What You Should Be Asking Oracle and SAP


Despite challenges, both SAP and Oracle will be formidable forces in the hosting space, because of their intimate application knowledge, their infrastructure, organizational stability, and vast capital. However, SMEs should approach this decision with due diligence.

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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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.

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