X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

Document Management System (DMS)
Document Management System (DMS)
Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates importan...
 

 requirements documents crm


CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

requirements documents crm  rules according to the requirements of your sales or customer service departments. From there, you will determine how you want your staff, customers, sales leads, incidents and processes to interact with each other whether they are a person-toperson, person-to-application, or application-to-application types of interaction. Once this has been established we suggest you use one of the many Workflow diagramming applications to visually represent the process or complete a business rules planning form that

Read More


CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

Document Management System (DMS)
Document Management System (DMS)
Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates importan...

Documents related to » requirements documents 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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

requirements documents crm  content sample for the requirements matrix development. MARKETING MANAGEMENT Campaign Management User-defined Campaign type and sub-type values Campaign profile information such as Campaign Owner, dates and user-defined fields for unique campaign info Ability to create date sensitive alert notifications for each Campaign Projected or forecasted Campaign benchmarks such as response rate, CPM, revenue and ROI goals Identification of lists used for each campaign (to measure list effectiveness) Narrative Read More

Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond?


While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may, on the other hand, indicate that the niche CRM vendors without a clear differentiating value proposition have not much to look for there in the long run.

requirements documents crm  business automation and integration requirements. Both will reportedly be distributed and implemented by Microsoft Business Solutions CRM-certified reselling partners. Microsoft CRM Standard Edition will also soon be available to reselling partners in North America through a key distributor, Ingram Micro Inc. , while additional distributors will be announced over the next few months. Microsoft CRM is available for purchase in North America only for the time being. Estimated retail pricing for Microsoft Read More

Major Vendors Adapting to User Requirements


SAP and Microsoft have finally realized that their products will increasingly be evaluated by how well they interconnect, how flexible they are, and how intuitive their user interfaces are. However, these trends have already been incorporated by lesser-known vendors.

requirements documents crm  Vendors Adapting to User Requirements SAP and Microsoft Meet Halfway in Mendocino It is small wonder that the market leaders and largest players have recently had a sudden epiphany concerning user requirements. They have finally realized that they will increasingly be evaluated by how well their products interconnect and interoperate, how intuitive their user interfaces are, and how easily new enterprise-wide business processes (workflows) can change to meet the needs of ever changing working Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

requirements documents crm  when market or customer requirements change. These large vendors tend to take the approach that they want to run everything throughout the user’s organization, which is not a viable approach for many because it is risky, expensive and does not leverage current IT investments. On the other hand, unlike Salesforce.com, Onyx did not oversimplify the customer’s business processes or freeze them in time, which is still the caveat of on-demand or SaaS deployments. According to the former CEO of Onyx, Read More

Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

requirements documents crm  maximizer enterprise,maximizer enterprise crm,maximizer enterprise software,maximizer contact management,maximizer enterprise 9.5,maximizer contact manager,maximizer enterprise 9,maximizer enterprise v9 5,maximizer enterprise edition,maximizer,maximizer software,maximizer crm,maximizer 8,maximizer support,maximizer training,maximiser,maximizer database,maximizer consulting,maximizer 6.0,maximiser enterprise,maximizer contact 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 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.

requirements documents crm  social CRM,social CRM strategies,social CRM must-haves,social customer relationship management,CompareBusinessProducts.com Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

requirements documents crm  516 criteria reflecting the requirements of large organizations. Learn what they discovered. 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 tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

requirements documents crm  knowledge base as the requirements for the RFI can significantly reduce the time associated with creating, issuing, and receiving RFIs back from vendors. This entire process can be reduced from months to weeks because the RFI responses are available immediately once the criteria in the knowledge base have been prioritized to match the company's requirements. A comprehensive knowledge base will eliminate the need to create, issue and receive RFIs back from vendors. Depending on the depth and breadth of Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

requirements documents crm  saleslogix crm best practices guide,saleslogix,crm,best,practices,guide,crm best practices guide,saleslogix best practices guide,saleslogix crm practices guide,saleslogix crm best guide,saleslogix crm best practices. Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

requirements documents crm  of data. Key Sales Requirements For Any Sales-Oriented Business Analysts estimate that most companies lose track of between 40 and 80 percent of all leads during the sales cycle because of an unhealthy reliance on manual processes. Clearly, better sales start with a greater automation of lead management. The right lead routing features eliminate the micromanagement of lead distribution, so executives can spend more time improving performance. Choose a CRM vendor that gives you maximum control over how Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

requirements documents crm  R3Now,IT strategy,customer relationship management,CRM,CRM software,CRM solutions,CRM applications,CRM systems,CRM system,CRM solution,CRM application,customer retention,customer acquisition,CRM implementation,SAP CRM Read More

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.

requirements documents crm  crm solution,customer relationship management solution,crm footprint,crm culture,crm initiative,crm tco,unifying functional silos,crm software solution,microsoft crm solution,web based crm solution,crm solution software,hosted crm solution,crm solution for small business,free crm solution,google crm solution 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 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.

requirements documents crm   Read More

Just-in-time Requirements Modeling


Requirements analysis is the process of understanding what customers need from an application. The agile development framework has transformed software requirements analysis. The agile lifecycle emphasizes iterative and evolving requirements modeling. Requirements need to be concise, focus, and completed in short release cycles. This white paper describes the agile requirements analysis concept, and the processes involved.

requirements documents crm  in-time Requirements Modeling Requirements analysis is the process of understanding what customers need from an application. The agile development framework has transformed software requirements analysis. The agile lifecycle emphasizes iterative and evolving requirements modeling. Requirements need to be concise, focus, and completed in short release cycles. This white paper describes the agile requirements analysis concept, and the processes involved. Read More