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Software Functionality Revealed in Detail
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 select crm

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 » select crm

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

select crm  Can TEC Help you Select a CRM for Manufacturing Product? Using our decision support engine ebestmatch ™ in the CRM Evaluation Center , you can compare CRM products from customer service, analytics, or any other functionality that is important to a manufacturing company. Among the certified CRM vendors in our database (which include certifications in progress), here are the top five rated  for customer service and analytics/reporting: Top Five Customer Service and Support (alphabetical order): Aplicor Read More

First Australian Company to Select Rootstock Cloud ERP


Rootstock Software, a provider of cloud manufacturing, distribution, and supply chain applications, recently announced its very first customer in Australia.

select crm  Australian Company to Select Rootstock Cloud ERP Rootstock Software , a provider of cloud manufacturing, distribution, and supply chain applications, recently announced its very first customer in Australia. CSG Ltd , a popular public Australian company that provides print and managed services, enterprise solutions, and finance across Australia and New Zealand, selected Rootstock enterprise resource planning (ERP) software as a key part of its information technology (IT) transformation initiative of Read More

OCULUS and OCULUS Surgical Select abas-ERP


The U.S. companies OCULUS Inc. and OCULUS Surgical, Inc., both part of the OCULUS Optikgeräte GmbH family, recently selected abas-ERP. abas-ERP was selected to consolidate inventory, customer relationship management (CRM), and finance tools into a single integrated system.

select crm  and OCULUS Surgical Select abas-ERP The U.S. companies OCULUS Inc. and OCULUS Surgical, Inc., both part of the OCULUS Optikgeräte GmbH family, recently selected abas-ERP . OCULUS is a medical devices manufacturer focused on advancing the development of new surgical tools for ophthalmologists, ophthalmic surgeons, optometrists, and opticians worldwide.   For more than 100 years, OCULUS has been a partner for eye care professionals around the world. OCULUS supports both the North and South American Read More

Estudio Cerámico and Dune Select IFS


Estudio Cerámico and Dune, part of a leading Spanish ceramics decoration group, have chosen to deploy IFS Applications to support business processes at their headquarters as well as at the group’s subsidiaries at 11 sites worldwide.

select crm  Cerámico and Dune Select IFS Estudio Cerámico and Dune, part of a leading Spanish ceramics decoration group, have chosen to deploy IFS Applications to support business processes at their headquarters as well as at the group’s subsidiaries at 11 sites worldwide. Created in 1993, Dune has had a clear international vision that allows it to adapt to the local needs of its more than 8,000 customers through its sales network.   Following an exhaustive selection process, Estudio Cerámico and Dune Read More

The Lexicon of CRM - Part 2: From J to Q


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part two of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM.

select crm  items, from which employees select the items that they will personally work on, and move them to their WIP (Work in Process) bins, or personal queues (see definition of WIP bins, in Part 3 of this series). This concludes Part 2 of the series. Part 3 covers the Lexicon of CRM from R to Z. Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

select crm  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements 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.

select crm  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

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

select crm  involved in a particular selection exercise. However, users should be wary of Access Commerce''s global service and support capabilities given that its existing North American infrastructure is only at an embryonic stage. This should not concern current and potential QAD users owing to the strong alliance between two companies. Nevertheless, users are advised to ask for QAD''s firm assurances on the availability and future upgrades timeframes, and more detailed scope of combined product functionality. Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

select crm  that discipline in vendor selection and quality of implementation are unimportant, what the researchers are suggesting is that these factors are necessary but not sufficient to achieve success. The reference to culture change is that the organization needs to start moving toward the customer focus before it starts implementing CRM. In other words, the direction precedes the deployment of technology; in this context, the technology is viewed as an enabler and not the focus. The earliest research of this 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.

select crm  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

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

select crm  2011 CRM Buyer''s Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer''s Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You''ll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

select crm  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

select crm  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

select crm  2015 Certification Report Zavanti CRM Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project. Zavanti''s front-end CRM system is an adaptation of Microsoft Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

select crm  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More