X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 sample of proposal on 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

sample of proposal on crm  a structure and 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

Read More


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.  

Evaluate Now

Documents related to » sample of proposal on crm

From Spreadsheet Chaos to an Integrated BPM Application in Six Steps


Spreadsheets can provide rudimentary business performance management (BPM) capabilities. But there are many reasons to leave them behind: improved collaboration among users with data security and audit capabilities, greater accuracy of analysis and reports, real-time information, and more. Discover other benefits, as well as how you should approach and carry out the transition from spreadsheets to a BPM solution.

sample of proposal on crm   Read More

Knowledge Based Selections


Knowledge Based Selections allow companies to truly reach an optimum and justifiable technology decision. Knowledge Based Selections have several unique characteristics that enable a company to rapidly and effectively marry internal business requirements with a myriad of vendor attributes that relate to both product performance and long-term value to clients.

sample of proposal on crm   Read More

SouthWare Excellence Series: Making Excellence Easier Part Four: Application Analysis & Development Environment


This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.

sample of proposal on crm   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.

sample of proposal on crm   Read More

Maximizer 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.

sample of proposal on crm   Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

sample of proposal on crm   Read More

The Dollars and Sense of Web Identity Management: How SaaS Cuts the High Costs of Web Access and SSO by 75 Percent


IT infrastructure software has a well-established track record for experiencing frequent cost overruns and missed deadlines. Expensive software and extensive customization are the key contributors to increasing identity management costs to four or five times more than the price of the initial identity software license. Learn how software as a service (SaaS) can reduce the cost and complexity of IT infrastructure.

sample of proposal on crm   Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

sample of proposal on crm   Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

sample of proposal on crm   Read More

Single Sign-on (SSO): Truths and Myths


Technology products always seem to come out strong, and then wither under intense scrutiny. This was the case with single sign-on (SSO). However, any product driven by strong need will reinvent itself to address the problems it contains. With SSO, a number of myths have now been exploded. Find out why it may be time for you to evaluate SSO for your company. Myth #1: You can’t get true SSO.

sample of proposal on crm   Read More