X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 user evaluation matrix on 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

user evaluation matrix on crm  the CRM using a user defined hierarchy of relationships that are automatically managed and reciprocated through the solution”… well then there are very few vendors that can do this (we know of only two). So if, for example, this is important to your organization, spend time understanding exactly how the vendor supports this and take their word for the fact that they can store a contact’s address and phone number (we know 108 solutions that do this!). In a nutshell – focus your vendor

Read More


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.  

Evaluate Now

Documents related to » user evaluation matrix on crm

SAP Keeps Traction On Some Tires Of Its Omni-Wheel-Drive Part 2: Challenges and User Recommendations


SAP’s viability and its business applications market’s leadership remains unscathed, as the company remains rock-solid and will be the leader for a long time to come. While SAP has espoused one of the most compelling and promising collaborative-Commerce vision to-date, the ideal enablers of collaboration – it still has to prove to the market it can integrate and deliver, and satisfy the small and medium-size customer with quick implementations and nimble responses to problems.

user evaluation matrix on crm   Read More

Will Sage Group Cement Its SME Leadership with ACCPAC and Softline Acquisitions? Part Eight: More Challenges and User Recommendations


Best Software/Sage will remain a pragmatic company that delivers products based on a savvy understanding of its customers' needs and the competitive forces in the market, and on constant adaptability. It is still standing on top of the hill in many SME markets, and it is typically a much more difficult task for anyone to capture the hill than to defend it.

user evaluation matrix on crm   Read More

PowerTrieve, A LEAP For CRM?


Although CRM applications, Portals, and Contact Centers are contributing to the improvement of customer relationships and the effectiveness of employees; in many cases they remain convoluted to users whether they are customers or company employees. Will LEAP (Language Enabled Application Platform) products like the PowerTrieve solve the problem?

user evaluation matrix on crm   Read More

Software Evaluation, Selection, and Contract Negotiation


Most articles about the pitfalls of software implementation projects highlight the mistakes made during implementation. Examples include poor project management, scope creep, uncommitted users, or lack of an executive sponsor. All of these areas of focus are valid, but often we forget that before starting the implementation, somehow we had to choose a package and sign a contract.

user evaluation matrix on crm   Read More

Single Sign-on (SSO): Truths and Myths


Technology products always seem to come out strong, and then wither under intense scrutiny. This was the case with single sign-on (SSO). However, any product driven by strong need will reinvent itself to address the problems it contains. With SSO, a number of myths have now been exploded. Find out why it may be time for you to evaluate SSO for your company. Myth #1: You can’t get true SSO.

user evaluation matrix on crm   Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

user evaluation matrix on crm   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.

user evaluation matrix on crm   Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

user evaluation matrix on crm   Read More

Ramco HCM on Cloud Is on a Roll in the Middle East; Africa


Ramco Systems, an enterprise software vendor that has lately been focused on delivering enterprise resource planning (ERP) in the cloud and on tablets and smartphones, recently showcased its all new HR and talent management solution, Ramco HCM on Cloud (HCM standing for human capital management). Since the global launch of Ramco HCM on Cloud in June 2013, Ramco has added some of the largest

user evaluation matrix on crm   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.

user evaluation matrix on crm   Read More