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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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 understanding crm relationship management functionaly


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

understanding crm relationship management functionaly  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.

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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)

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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Documents related to » understanding crm relationship management functionaly

A Lexicon for Customer Relationship Management Success


Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles, and is approached with a let's-hope–for-the-best mentality.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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The Return of Supplier Relationship Management


Globalization, technology stabilization, inventory visibility, and traceability are forcing organizations to reevaluate supplier relationship management systems. The benefits of a customer relationship management system that can be applied to a supply chain can streamline operations and increase bottom line results.

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The Customer Relationship Management Vision: It Starts with Relationships


An alarming number of companies get on the wrong track when creating a customer relationship management (CRM) vision. Outlined here are four steps that take the mystery out of what makes an effective CRM vision. The secret? It’s all about people and relationships.

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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.  

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Warehouse Management Systems: Pie in the Sky or Floating Bakery? Part One: Myths of the Warehouse Management Systems and Implementation


When searching for a warehouse management system (WMS), a number of myths surface. "Huge staff reductions", "quick and easy implementation", and "fast and big" returns on investment are common promises. These combined with the enticing "bells and whistles" of a system can ultimately turn an eager customer into a patient suffering from confusion or at the very least disorientation. Knowing the stories behind the myths and determining what your warehouse needs are can lead to a profitable investment.

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Smartree Talent Management Suite


Smartree Talent Management Suite manage complex and resource-consuming processes like personnel administration, time registration, organisational charting, performance evaluation, training administration, recruitment and others, transforming them into effective and enjoyable activities, for which the administrative and bureaucratic aspects are fully carried out by computers, in a timely and accurate manner.

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Risk Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept


Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Environments. This is part two of a two part white paper. Part One Risk Mitigation and Functional Requirements in Dynamic Compliance Environments.

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Understanding IBM Lotus Web Content Management Software


IBM Lotus Web Content Management software is IBM’s Web content management system offering. Lotus Web Content Management software provides tools to apply business rules and processes to content, helping to ensure that specific information assets from across the enterprise are delivered via Web sites and portal. This factsheet provides a detailed overview of key Lotus Web Content Management features.

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