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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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 proposal to implement crm


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

proposal to implement crm  an overall request for proposal (RFP) that you can issue to a qualified group of CRM software vendors. We provide practical methods to evaluate the RFP responses and compare solutions as part of a structured software demonstration. Finally we address contract negotiation and closing the deal as the final step in the process. Throughout the paper and in the associated appendices we have included examples of actual tools we use during projects. Happy software hunting. 1. Requirements Definition: Requirement

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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 » proposal to implement crm

Waking Up to a “New Day” at Infor


Moving away from the relentless acquisitions of the past, Infor is waking up to a brand new day, marked by innovative product development that will change the way work is done. TEC principal analyst P.J. Jakovljevic looks at how the vendor has become a formidable opponent to SAP and Oracle, and examines all the components of Infor10, a new generation of enterprise software that allows the seamless execution of business processes.

proposal to implement crm  comprehensive quote, order, and proposal management application built on Force.com, and will integrate with Salesforce CRM to give Sales Cloud and Service Cloud users a view of pricing and availability. Finally, Inforce Marketing will leverage the Infor10 CRM Enterprise ( Epiphany ) recommendation engine for global marketing automation technology that includes inbound and outbound campaign management and lead maturation. Given that Epiphany is a CRM solution for large customers, Infor now has a plausible Read More

Getting Back to Selling


Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

proposal to implement crm  the BIC have improved proposal quality, and 41% have reduced the time it takes to generate a proposal (Figure 5). Figure 4: BIC Achieve Superior Results in Financial Metrics   Figure 5: BIC Achieve Superior Results in Operational Metrics   Aberdeen Insights - Technology There are four different types of technology enablers that companies are deploying to address the process and information needs of the sales organization: Sales Focused Enablers are the most prominent technologies leveraged by the Best-i Read More

How To Write a Winning Proposal


Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully difficult as writing one. So what are the secrets of truly successful proposal-writing?

proposal to implement crm  objective in writing a proposal is to provide your client with enough information—persuasively presented information—to prove your case and motivate the client to buy your services or applications. That sounds pretty straightforward. So why do the vast majority of proposals start out with the vendor's company history? Does the author believe there is something so fundamentally compelling about their origins that clients will immediately be persuaded to buy? And why do a huge number of proposals focus Read More

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 configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

proposal to implement crm  selling (to improve the proposal-to-contract time and profit outcomes) and transforms the renewal management process into prescriptive up-selling and cross-selling opportunities. The goal is also to optimize pricing and margins at the point of sale, transaction, and/or opportunity.   Predictive analytics is about finding trends in existing datasets and using them to predict future outcomes. It differs from traditional business intelligence (BI) (merely about reporting on what has happened in order to gai Read More

How to Use Technology to Support the Lean Enterprise: Achieving Profitable Growth through Lean


Many competitive businesses are implementing “lean” initiatives to expose and attack waste and setting goals for continuous improvement through Six Sigma principles. Consensus is growing that technology is key for successful lean initiatives. This white paper defines addresses the impact lean initiatives have on profitability and considers the role of information technology (IT) in enabling lean initiatives.

proposal to implement crm  to Use Technology to Support the Lean Enterprise: Achieving Profitable Growth through Lean Many competitive businesses are implementing “lean” initiatives to expose and attack waste and setting goals for continuous improvement through Six Sigma principles. Consensus is growing that technology is key for successful lean initiatives. This white paper defines addresses the impact lean initiatives have on profitability and considers the role of information technology (IT) in enabling lean initiatives. Read More

Lynx to Donate Advanced Messaging to Linux Open-Source Community


Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating system gains in popularity.

proposal to implement crm  to Donate Advanced Messaging to Linux Open-Source Community Lynx to Donate Advanced Messaging to Linux Open-Source Community P. Hayes - July 24, 2000 Event Summary SAN JOSE, Calif., Lynx Real-Time Systems, Inc., announced the donation of Lynx Messenger for BlueCat Linux, its high-performance messaging technology, to the Linux open-source community to establish a new standard for advanced CompactPCI inter-board messaging in distributed and high availability (HA) systems. Market Impact Lynx messaging Read More

How to Use Lotus Domino to Publish Policies and Procedures Online


Does your company have a simple way to publish and maintain internal documentation? If people are using workarounds instead of reading documents on the corporate intranet, it’s a warning sign that there’s no appropriate publishing system in place. But there are alternatives and practical tips that can help you choose a cost-effective solution, based on the familiar Lotus Domino platform.

proposal to implement crm  to Use Lotus Domino to Publish Policies and Procedures Online Does your company have a simple way to publish and maintain internal documentation? If people are using workarounds instead of reading documents on the corporate intranet, it’s a warning sign that there’s no appropriate publishing system in place. But there are alternatives and practical tips that can help you choose a cost-effective solution, based on the familiar Lotus Domino platform. Read More

Informix to Acquire Ardent Software-Another Vendor's Attempt at End-to-End Data Warehousing


Informix« (NASDAQ: IFMX) and Ardent Software (NASDAQ: ARDT) today announced that they have reached a definitive agreement to combine their operations in a transaction valued, on a fully diluted basis, at approximately $880 million, based on the closing price of Informix common stock on November 30, 1999. The combination creates a $1 billion company in open software infrastructure for what Informix refers to as the "i.Economy". Ardent's components and solutions will continue to be marketed independent of the underlying database technology.

proposal to implement crm  to Acquire Ardent Software-Another Vendor's Attempt at End-to-End Data Warehousing Event Summary MENLO PARK, Calif. and WESTBORO, Mass.-December 1, 1999-Informix (NASDAQ: IFMX), the technology leader in the software infrastructure for the i.Economy, and Ardent Software (NASDAQ: ARDT), the leading provider of data integration infrastructure software for data warehouse, business intelligence, and e-business applications, today announced that they have reached a definitive agreement to combine their Read More

How to Reshape Your Supply Chain Network (and Why You Need to Do It Now)


The landscape of the supply chain has changed drastically over the past five years. It went from local to global in manufacturing, procurement, sourcing, logistics, and customers. As such, there are some major challenges in the supply chain network: There are no boundaries within the network. There are no physical or virtual boundaries left within the supply chain. For example, the

proposal to implement crm  to Reshape Your Supply Chain Network (and Why You Need to Do It Now) The landscape of the supply chain has changed drastically over the past five years. It went from local to global in manufacturing, procurement, sourcing, logistics, and customers. As such, there are some major challenges in the supply chain network: There are no boundaries within the network. There are no physical or virtual boundaries left within the supply chain. For example, the customer could be in North America and ordering a Read More

Got BI? Now You Need to Hire a Data Geek. Here’s What to Look For.


According to a poll conducted by KDnuggets, salaries in the analytics and data mining space are up in 2011. While there is no direct proof that the data explosion is increasing the need for business intelligence (BI) or business analytics (BA) specialists, it’s only natural that the increase in BI software adoption and demand for analytics should promote the growth of BI job offerings.

proposal to implement crm  BI? Now You Need to Hire a Data Geek. Here’s What to Look For. According to a poll conducted by KDnuggets, salaries in the analytics and data mining space are up in 2011 . While there is no direct proof that the data explosion is increasing the need for business intelligence (BI) or business analytics (BA) specialists, it’s only natural that the increase in BI software adoption and demand for analytics should promote the growth of BI job offerings. So, if your organization already has a BI or BA Read More

End-to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow


To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources?

proposal to implement crm  to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources? Read More

Key SCM Features to Look For (And Major Players to Look Out For)


Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions

proposal to implement crm  SCM Features to Look For (And Major Players to Look Out For) Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions. Key SCM Features The core purpose of any SCM Read More

The Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value


Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move toward this approach.

proposal to implement crm  Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

proposal to implement crm  is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office Read More