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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.
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 tier one innovation crm implementation


Fast-track ERP Implementation: Advice from the Field
The common perception is that top-tier enterprise software takes years to implement. This is true for more complex solutions. But other applications, when

tier one innovation crm implementation  common perception is that top-tier enterprise software takes years to implement. Given the complexity of some enterprise applications, and the degree to which business processes must be remodeled to fit them, this is often certainly the case. But other enterprise applications, when combined with effective project management by capable professionals, can be rolled out rapidly when it really counts ... like after a merger or acquisition. When two enterprises are joined, migrating the entities onto a common

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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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SoftBrands to Institute Fourth Shift for SAP Business One Manufacturing Work-Plan Part Three: Market Impact


SAP seems to have grasped that the key to success in the SMB market is brand awareness and an apt product, since SMBs are looking for support from incumbent vendors, with intimate knowledge of their vertical and business processes, ample local resources, and the commitment to support them both off- and on-site to achieve value over a long-term relationship. SAP partners' solutions have been leveraged and managed through SAP Global Solutions Network, so that partners do not have to reinvent the wheel, and even unnecessarily compete in the same industries.

tier one innovation crm implementation  market is the next frontier and a promised land for all small, medium, and large enterprise vendors alike, has long not been news. During economic slowdowns, the larger corporations will likely curb their IT spending to a degree, whereas their smaller counterparts will all but completely recoil from any spending. However, with a recovery in the offing, one should expect a built-up need for enterprise systems from these companies that will have weathered the storm and that now need to bolster their competi Read More

Commerce One Conducts Its Soul-Searching Metamorphosis Part Two: Challenges and User Recommendations


Commerce One is seemingly stuck with yet another identity crisis being a novice provider of a Web services-based integration platform and being a still fledgling provider of business application suite built on top of that platform, and which has not yet successfully competed in the SRM arena.

tier one innovation crm implementation  business processes integration, given Tier 1 ERP vendors' strides in that regard. This challenge may not be that insurmountable in some instances given Commerce One's expertise of extending supplier-centric business processes within its industries of focus (e.g., retail, consumer packaged good (CPG), etc.). But, the vendor will have to emphasize business benefit rather than technology advantage, given the current market's aversion to unproven innovation. Another obvious challenge is a mere volume of the i Read More

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 offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

tier one innovation crm implementation  set of rules. . Top-tier hosted CRM applications are built around workflow, and optimized for your unique processes. As such, the right CRM application can dramatically improve efficiency and productivity and bring new levels of automation to sales, customer service and marketing operations. While Workflow is managed by software, it is more about technique than technology. What Workflow is Not Workflow is NOT: Email routing for alerts or notifications Simple integration with an email client Contact manage Read More

Microsoft Dynamics AX: The Chosen One Among Microsoft Dynamics ERP Equals? - Part 3


Part 1 of this blog series positioned all four Microsoft Dynamics enterprise resource planning (ERP) product lines and concluded that Microsoft Dynamics AX [evaluate this product] has been selected as the ace in the Dynamics ERP lineup and a global “platform” player in selected industries. In other words, the product has been providing an industry-enabling layer upon which certified partners can

tier one innovation crm implementation  the face of the Tier 2 ERP strategy benefits ( mentioned in Part 2 ). X++: Plus or Minus? While certainly not having nearly as  many idiosyncratic traits as its Microsoft Dynamics NAV sibling, Dynamics AX is not immune to own proprietary technologies and tools from the pre-Microsoft era . While it is only natural to expect the giant to make Dynamics AX look-and-feel more “Microsofty”, one by one most of the features that the old Axapta aficionados have long liked (or at least got used to) about their Read More

Optimizing Returns from ERP Implementation


Enterprise resource planning (ERP) systems can help manufacturers solve business problems and increase return on investment (ROI), but their implementation should not be taken lightly. In this interview, experts from SAP, Infor, and Microsoft discuss factors affecting ROI from an ERP system. The panel offer viewpoints on the feasibility of measuring ROI, importance of ownership of ERP implementation, anticipated and real benefits, and benchmarks and drivers affecting quick time to value of an ERP solution.

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An Overview of Product Lifecycle Management Implementation Challenges


Product lifecycle management (PLM) implementation brings its own set of challenges, whether considering vendor selection, employee perception management, or actual implementation. However, based on experience and study, it is possible to describe the best practices for overcoming these challenges.

tier one innovation crm implementation  Overview of Product Lifecycle Management Implementation Challenges Introduction According to CIMdata ( http://www.cimdata.com/PLM/plm.html ), product lifecycle management (PLM) can be defined as a strategic business approach that applies a consistent set of business solutions in support of the collaborative creation, management, dissemination, and use of product definition information across the extended enterprise from concept to end of life—integrating people, processes, business systems, and Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

tier one innovation crm implementation   Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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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 any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

tier one innovation crm implementation  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this 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) 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.

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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.

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Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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