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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 crm training manual


CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor
TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for

oracle crm training manual  Cloud for Customer , Oracle CRM Fusion , and Oracle Siebel on-premise. It also works with basically any e-commerce system and Web portal system, providing customers with a rare available application-driven and multi-channel management CPQ solution on the market (see Figure 4).   Figure 4 – FPX front end options   The aforementioned new FPX Contract Management module (former Glider) streamlines the sales contract management process to better govern the review, modification, and acceptance of terms and

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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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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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CRM For Complex Manufacturers Revolves Around Configuration Software


While pundits have been debating whether the configuration software deserves to be a CRM module on its own, it is certainly a part of the much broader CRM class of products, which typically includes front-office applications for sales force automation (SFA), marketing automation, and field service/call center management.

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From Shoestring Budget to Millions: The Road Ahead for an Enterprise Management Software Vendor


Indisputably, Deltek remains an enterprise applications vendor of choice for project-based businesses. With its recent capital infusion and product deliveries, it has taken some critical steps towards creating even more value for its customers.

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Manufacturing Systems with an IQ: Beating the Odds, Mightily - Part 1


Some time in mid-2005 TEC published a six part article on IQMS, a relatively small and obscure enterprise resource planning (ERP) vendor based in Paso Robles, California (US), with offices across North America (i.e., in Chicago, Canada, and Mexico), Europe (i.e., Sweden and with recently announced indirect presence in the UK) and Asia (i.e., China and Taiwan). Some readers were likely wondering

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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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Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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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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Training Partner LMS


GeoMetrix's Training Partner is a sophisticated LMS product suite. Training Partner targets the operational and management needs of commercial, corporate and government clients with a variety of learning management tools. With extensibility and adaptability that integrates into the information technology structure of a variety of organizations, the Training Partner Administrator Module can be integrated with financial, contact management, human resource, and enterprise resource planning systems. The Training Partner Online Module offers Web-based access to training data. The solution is complete with multi-language on-line access, portal capability, and e-commerce. Training Partner's complementary set of products includes authoring and virtual classroom tools. GeoMetrix is developing additional products targeting the training and development industry.  

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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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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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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 technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


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Oracle Releases In-Memory Cost Management Add-on for Oracle EBS


The in-memory arms race continues in full force. Having recently delivered high-performance Value Chain Planning solutions, Oracle has introduced Oracle In-Memory Cost Management for the Oracle E-Business Suite to help organizations address their strategic cost management objectives. Existing tools are often unable to perform complex cost analysis on the ever-expanding volume of cost data within

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