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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

package crm  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. This is a two-part tutorial on selecting a CRM solution. Part One outlines the challenges faced by companies in selecting Read More

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&n...
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Documents related to » package crm


The Lexicon of CRM - Part 1: From A to I
C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most

package crm  ability of a software package to validate what a user has entered into a particular field on a screen either in real time (usually when the user tabs out of the field), or in batch (typically when the user attempts to leave the screen). Types of validation include: checking for the existence of data, and checking for data that is entered in a particular format. GPS - Global Positioning System . Starting to be incorporated in CRM Field Force Automation systems, so that the home office knows the location Read More
The Lexicon of CRM - Part 3: From R to Z
CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning

package crm  a product and service package, with prices, for the customer to consider accepting and ultimately buying. RMA - Returned Materials Authorization . Most companies require that customers contact them before returning previously-purchased product, to receive authorization to return the product. The customer is usually given an RMA number, for tracking purposes. ROI - A calculation of how much money will be saved or earned as the result of an investment. When evaluating CRM packages, be sure to factor in Read More
Requirements Definition For Package Implementations
How do you go about defining the requirements of large package systems, particularly those with the all-encompassing scope of ERP, EAM, and CRM software, and

package crm  engaged consultants from the package vendor to assist in implementation and training. The As Is phase is an excellent opportunity to bring the consultants up to speed on your company's business and practices. While the consultant's role will be more of a passive nature in this phase, their contributions and activities will increase significantly in the next two phases. Finally, it is beneficial for the entire project team to see the final version of all of the process flows. This could mark the start of Read More
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

package crm  CRM Overview | CRM Package | CRM Package Software | CRM Packages | CRM Performance | CRM Planning | CRM Policy | CRM Portal | CRM Presentation | CRM Process | CRM Processes | CRM Product | CRM Products | CRM Professional | CRM Program | CRM Programs | CRM Project | CRM Projects | CRM Quality | CRM Relationship | CRM Relationships | CRM Report | CRM Research | CRM Review | CRM Reviews | CRM Security | CRM Service | CRM Services | CRM Software | CRM Software Application | CRM Software Comparison | CRM Read More
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

package crm  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More
Extending CRM Concepts in ERP Systems
If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM

package crm  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More
CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document

package crm  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the 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...

package crm  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
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

package crm  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
Saleslogix CRM Best Practices Guide
Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

package crm  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the 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...

package crm  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
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

package crm  most comprehensive suite of packaged applications for customer relationship management (CRM) and employee relationship management (ERM), with the lowest total cost of ownership (TCO) so far. The enhancements worth pointing out are: A new Web-based architecture A formalized product upgrade and enterprise application integration (EAI) strategy Enhanced features across all application, including new industry-specific versions The formal launch of Siebel Employee Relationship Management (ERM) This, Part Two Read More
CRM: Past, Present, and Future
Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service

package crm  Past, Present, and Future Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

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