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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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 typical features of crm relationship management


17 Rules of the Road for Customer Relationship Management
Customer relationship management (CRM) is more than a product@it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the

typical features of crm relationship management  Make a list of typical operations that end-users will engage in, and test each and every one. Try to access data from the accounting system, for example, before a customer service agent needs to actually do so. Try to update customer data in the centralized database and make sure those updates are available throughout the system. 17. Focus on CRM goals: improve customer satisfaction, shorten sales cycles, and increase revenue. Never lose sight of the fact that the customer is the reason for your CRM

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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. 

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Documents related to » typical features of crm relationship management

Deploying Customer Relationship Management Effectively: Beyond Implementation


A customer relationship management (CRM) solution is now a standard business requirement. With origins as a system for sales teams, CRM has clearly evolved into a mandatory tool for providing benefit to the entire organization. However, methodology and training play instrumental roles in successful CRM implementations; if designed well, these critical components will ultimately ensure user buy-in and success.

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Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part Two: Closing the Circle of Credit and A/R Management


Using credit and A/R management as a sales tool requires defining goals and measuring results. Determining the competitive landscape and using A/R management software with key features will help companies realize the full potential of credit and A/R management.

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Hosted versus On-premises Customer Relationship Management


The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and disadvantages?

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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.

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BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

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Mobile Device Management Comparison Guide


In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions.

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Enterprise Content Management: It Is More Than Just Web Content Management


Enterprise content management (ECM) is moving beyond web content management. To meet enterprises' needs, large vendors are introducing scaled down versions, others are integrating ECM with other systems, and all are focusing on key areas.

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Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

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The Value of Measuring End-User Experience from a Global Point of Presence


As businesses expand to different geographies and markets, they develop new types of online tools and services to ensure growth. As end users interacts with these tools, it becomes critical to gain insight into the end-user experience. This white paper discusses the need to measure end-user experience from a global perspective and also how Site24x7 can help organizations achieve optimal level of quality end-user experience.

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