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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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 pipeline reports crm


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

pipeline reports crm  percent, thanks to advanced pipeline management. Ask our president, and he ll say Salesforce is the most important application in the organization. All sales and marketing-related functions manage their day through the application. Dan Chiazza Director, Global Sales Operations Harris Interactive CRM Essential 4: Real-Time Visibility To stay competitive, businesses must mind their metrics. Constantly monitoring the health of the business, determining what s working and what s not, and making

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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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Documents related to » pipeline reports crm

How to Choose the Right Hosted CRM Solution for You


How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing a hosted CRM solution that’ll provide the benefits of an on-premise CRM solution without the need for a complex implementation or the assistance of an in-house IT team. Hosted CRM is a cost-effective solution that promises a quick return on investment (ROI).

pipeline reports crm  view of your sales pipeline? How could your salespeople be better managing customer relations? How can you improve your customer-support services and activities? How easily can you generate forecasting reports? How effectively are you targeting top customers? How effectively are you allocating your people, budgets and resources? How quickly are you responding to customer inquiries? Conclusion Purchasing, implementing and maintaining a hosted CRM solution may be a relatively hassle-free endeavor, but it's Read More

CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

pipeline reports crm  accordingly. Automated workflow and pipeline management tools eliminate unnecessary paperwork and ensure that sales teams are optimizing their sales processes and adhering to company-specific sales stages. This means that opportunities will be progressed as quickly and as efficiently as possible. Dashboards and reports provide at-a-glance information to sales executives and managers on performance at any point in time. Integration with back-office applications provides sales staff with access to both Read More

'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: Oracle


There are two ways to build enterprise application solutions: link together disparate, best-of-breed solutions, in which vendors embrace open architectures and inter-application messaging protocols, or find a one-stop-shop with all the software, functionality, and interoperability one could ever ask for. Oracle insists the latter is the best way, and it is their way. But is it best for Collaborative-Commerce? Is their vision of C-Commerce and interoperability yours as well?

pipeline reports crm  you're in the Oracle pipeline somewhere, then, unless you have tremendous, compelling reasons to be C-Commerce enabled today, our suggestion is to wait on a move to 11i. Let bug releases continue until the pace slows, and then make the conversion. In the mean time, push on Oracle hard to continue its support of your current platform. If you are not a current Oracle customer, it's fair to consider Oracle's one-stop approach, particularly if you want to deal with a single vendor and you want IT staff that Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

pipeline reports crm  Sales analytics might include pipeline forecasts, opportunity management, and win/loss metrics. Marketers use CRM to perform customer segmentation and/or ROI assessments on marketing campaigns. Conversely, customer service analytics are used to track call time resolution, product quality issues or case management. Both NetSuite and SAP currently offer more advanced analytics functionality. NetSuite’s integrated multi-channel approach provides a robust data-mart of information upon which to run Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

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The Definitive Guide to Pipeline Management


Correctly managing your open opportunities is an essential part of hitting your number, which is why your pipeline is a primary factor of sales success. Understanding your pipeline, which is essentially a visualization of open opportunities, helps sales managers and reps improve forecasting, better understand why deals are won (or lost), and quickly identify bottlenecks or leakages in the sales process. This white paper shows you how to best manage your pipeline, which isn’t always straightforward.

pipeline reports crm  Definitive Guide to Pipeline Management Correctly managing your open opportunities is an essential part of hitting your number, which is why your pipeline is a primary factor of sales success. Understanding your pipeline, which is essentially a visualization of open opportunities, helps sales managers and reps improve forecasting, better understand why deals are won (or lost), and quickly identify bottlenecks or leakages in the sales process. This white paper shows you how to best manage your pipeline, Read More

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?

pipeline reports crm  crm systems,best crm system,business crm systems,compare crm systems,crm management system,crm software system,crm system benefits,crm system comparison,crm system copy,crm system cost Read More

Enterprise On-Demand CRM Comparison Guide


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

pipeline reports crm  customer relationship management, CRM, CRM system, CRM system comparison, CRM system comparison guide, on-demand CRM system comparison, on-demand CRM system guide Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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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.

pipeline reports crm   Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

pipeline reports crm   Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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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 clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

pipeline reports 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