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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...

ranking crm 2009  you can get a ranking of the latest CRM solutions based on your company's needs and characteristics, including its size, industry, business model, geographical markets, IT platform and requirements, etc. And this includes solutions from leading CRM vendors such as Microsoft, Epicor, Exact, Sage, NetSuite, CDC Software, and others. Why spend days or weeks comparing CRM solutions the hard way, when you can visit TEC's CRM Evaluation Center and get an idea of the best-fit CRM solutions for your company in 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 » ranking crm 2009


Managing Customer Returns and RMAs Using Microsoft Dynamics AX
Returned material authorization (RMA) built on sales order functionality, such as that used by Microsoft Dynamics AX, can drastically simplify RMA processes.

ranking crm 2009  time interval. The statistics ranking report created by Dynamics AX provides a ranking of customers or items based on frequency counts of RMAs over a specified time period. The return cycle time report calculates the elapsed days for handling RMAs (with a breakdown by reason code) or RMA line items (with a breakdown by disposition code) over a specified time interval. Variations in RMA processing may stem from other issues, such as service agreements and intercompany trading (where customers and vendors Read More...
Sage Analyst Day 2011: Not Your Older Brother’s Sage - Part 1
I often wonder how well-known is the fact that the Newcastle upon Tyne (UK)-based Sage Group, Plc (LSE: SGE) is a leading global provider of business management

ranking crm 2009  were three of the highest-ranking Sage executives, including Guy Berruyer, the newly appointed Sage Group CEO; Sue Swenson, the outgoing CEO, North America; and her designated successor, Pascal Houillon, who came from Sage France and will officially take over the stewardship of the North American subsidiary later this year when Swenson retires. Berruyer started the day with a summary on the company’s 2010 results and the company’ priorities going forward. The outlined priorities were as follows: Read More...
Data, Data Everywhere: A Special Report on Managing Information
The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and

ranking crm 2009  by structuring the information, ranking it in order of its relevance to the query. Google handles around half the world's internet searches, answering around 35,000 queries every second. Metadata are a potentially lucrative business. If you can control the pathways and means of finding information, you can extract rents from subsequent levels of producers, explains Eli Noam, a telecoms economist at New York's Columbia Business School. But there are more benign uses too. For example, photos uploaded to Read More...
SAP as a Retail Market Force: More Fact Than Fiction
Can SAP, a market and technology leader in business management software, translate its success in the manufacturing industry to retail? TEC principal analyst P

ranking crm 2009  be given the highest ranking of “positive” in Gartner’s “Industry Strategy Effectiveness” grid (Gartner report G00210646, “Evaluating IBM, Microsoft, Oracle and SAP’s Business Application Industry Strategies,” May 10, 2011). The recent appointment of Lori Mitchell-Keller to senior vice president (SVP) and head of the Global Retail Industry Business Unit (IBU) is significant as she brings a unique combination of retail, manufacturing, and SCM to bear on overseeing the delivery of Read More...
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

ranking crm 2009  common office productivity software. Ranking, scoring and quantifying differences between vendors requires decision support software specifically designed analyze rated data. To illustrate the value of knowledge base assisted selections we will compare the results of three vendors in TEC's knowledge base. This is Part Two of a two-part tutorial on CRM selection. Part One detailed the challenges faced by companies when selecting a CRM solution. TEC's CRM Knowledge Base The criteria in the knowledge base 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

ranking crm 2009  CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in 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

ranking crm 2009  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...
SMB Team On-Demand CRM Comparison Guide
This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

ranking crm 2009  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More...
CRM Without Compromise: A Strategy for Profitable Growth
Find out in CRM Without Compromise: A Strategy for Profitable Growth.

ranking crm 2009  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More...
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

ranking crm 2009  CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More...
NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report
This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients

ranking crm 2009  CRM+: Customer Relationship Management (CRM) Competitor Analysis Report 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 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

ranking crm 2009  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...
Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate

ranking crm 2009  below shows the overall rankings. CRM Vendor Overall Rankings Results As you can see in the chart above, straight out of the box, Microsoft Dynamics CRM ranked first overall, with Oncontact CRM coming in second, and SageCRM/SageCRM.com placing third. Overall scores were based on the average level of support the vendors offer across all three main CRM modules. However, as with most aspects of enterprise software, it's not that simple or clear-cut. As the chart below shows, each of the three vendors had a Read More...

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