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Software Functionality Revealed in Detail
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 service 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

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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 » service 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.

service crm  going to get good service in post sales - aka “ Red flag #1”. For an interesting CRM buyer experience, refer to Appendix IV - CRMGuru Article on How Well Do CRM Vendors Sell – as an all too common anecdotal experience that is incredibly indicative of continued after-the-sale CRM vendor performance. The quality of any RFP response is indicative of the quality and esteem in which the software vendor holds your business. It is a good idea to provide the vendors with advanced notice that the RFP will be Read More

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

service crm  analytics/reporting: Top Five Customer Service and Support (alphabetical order): Aplicor (Aplicor Inc.), Infor CRM Epiphany (Infor), Pivotal CRM (CDC Software), Sage SalesLogix (Sage), and Surado CRM (Surado Solutions). Top Five Analytics and Reporting (alphabetical order): Aplicor (Aplicor Inc.), NetSuite CRM+ (NetSuite), Pivotal CRM (CDC Software), Power Suite (Entrepids Inc.), and Surado CRM (Surado Solutions). There are more than 30 CRM vendors in our Showcase and you can use TEC's Evaluation Center � 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.

service crm  may not save you Service overhead costs. You need to carefully understand the people-power ramifications behind e-CRM before making the leap. Just because customers may be happy with the new, often less-personal methods of interacting with their consumer companies, doesn't make this a wise decision for your company. Your support costs may actually rise. That may be OK, if your happy with the offsetting customer-satisfaction numbers. But be aware. We're Ready, and We Want All Of It: User Recommendations Read More

The Forrester Wave: CRM Suites Customer Service Solutions, Q3 2010


This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways.

service crm  Wave: CRM Suites Customer Service Solutions, Q3 2010 This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways. Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

service crm  uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

service crm  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. Read More

Saleslogix CRM Best Practices Guide


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

service crm  assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

Multi-channel Service Delivery: Getting Customers the Service they Want, Where, and When they Want It


While today’s best-in-class organizations do leverage multiple channels to eliminate unnecessary dispatches or service calls, they are most interested in enveloping their customers with the right level of service information via the channels where customers prefer to receive such information. Learn how connecting with customers allows these companies to outperform their peers in key customer-facing and financial metrics.

service crm  channel Service Delivery: Getting Customers the Service they Want, Where, and When they Want It While today’s best-in-class organizations do leverage multiple channels to eliminate unnecessary dispatches or service calls, they are most interested in enveloping their customers with the right level of service information via the channels where customers prefer to receive such information. Learn how connecting with customers allows these companies to outperform their peers in key customer-facing and Read More

Dynamics 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.

service crm  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. Read More

Giving Service Companies a Fast Start


But, there are ways you can succeed, and you can find out about them in the sap white paper, giving service companies a fast start.

service crm  Service Companies a Fast Start If you're in IT services or strategic consulting, you're getting squeezed from all sides . Global competition is driving down margins and profits. Fixed-price contracts are pushing up project and delivery risks. And the economy's in deep recession. You know you have to cut costs and increase operational efficiencies. But will your software allow you to do what you need to? If you're using outdated, non-integrated software systems, the answer could be no. But, there 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 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.

service crm  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. 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.

service crm  companies to consistently meet service level standards. Guided Deployment CRM has become much easier to deploy, but it's a long way from plug-and-play. Many vendors promise world-class support throughout the relationship, but premium support usually costs extra, or is only delivered right after the contract is signed and right before it's time to renew. Ask each vendor about their deployment process. The best way to launch your new CRM initiative is a highly structured, clearly defined path that explains Read More

We Are All IT Users Now: Managed Service Providers, Software as a Service, and the Management of Remote Devices


The network of devices used for information, security, and daily transactions is now ubiquitous, and everyone now relies on it even if they don’t acknowledge it. But network failure can cause widespread disruption, unhappy customers, unproductive employees, and lost business. Ensuring network availability, security, and efficiency is a job for experts who need powerful tools to carry out these tasks. Learn more.

service crm  IT Users Now: Managed Service Providers, Software as a Service, and the Management of Remote Devices The network of devices used for information, security, and daily transactions is now ubiquitous, and everyone now relies on it even if they don’t acknowledge it. But network failure can cause widespread disruption, unhappy customers, unproductive employees, and lost business. Ensuring network availability, security, and efficiency is a job for experts who need powerful tools to carry out these tasks. Lea Read More