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 why crm


Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

why crm  is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize that customer-related data often resides in dozens, sometimes hundreds of separate databases, files and data feeds; they must then understand how to utilize all these information sources in a consistent way. Complicating this integration is the thorny fact that

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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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 » why crm

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




why crm  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

CRM: What Is It and Why Do It? Part One: Historical Background


Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that support customer-facing functions and management decision making. That may capture the essence of what CRM is, but it does not begin to capture why an end user organization should invest significant resources to pursue such an initiative.

why crm  not begin to capture why an end user organization should invest significant resources to pursue such an initiative. End user organizations can become further confused by industry messages that use vague terminology like being customer centric and increasing customer loyalty, giving rise to the idea that CRM is about intangibles. User organizations that buy into this notion find that they are quickly overwhelmed with schedule slippage and budget overruns. Without any firm sense of economic value, senior Read More

Got CRM? Why You Need Marketing Automation, Too


When you create a campaign in your marketing automation system, it should map back to your customer relationship management (CRM) so that you can tie closed deals back to the campaigns that created them. This closed-loop reporting capability allows you to measure your ROI and make data-driven marketing decisions. Learn how the systems complement each other, and why you need both.

why crm  CRM? Why You Need Marketing Automation, Too When you create a campaign in your marketing automation system, it should map back to your customer relationship management (CRM) so that you can tie closed deals back to the campaigns that created them. This closed-loop reporting capability allows you to measure your ROI and make data-driven marketing decisions. Learn how the systems complement each other, and why you need both. Read More

Why a Call-centric CRM?


Traditional CRM systems have evolved to be used by the entire company (sales, marketing, customer service, accounting, and management), but in doing so they have lost their focus on the primary user--sales. As such, salespeople get stuck with a CRM system that does not increase sales activity, but instead, bogs them down and decreases activity, which subsequently decreases sales. Download this report to learn the criteria that should dominate the decision as to which CRM should be used. This report is for sales people, sales managers, VPs, IT, customer service and general management (CEO, CTO, CFO). It should be required reading for anyone that is part of the CRM selection team.

why crm  a Call-centric CRM? Traditional CRM systems have evolved to be used by the entire company (sales, marketing, customer service, accounting, and management), but in doing so they have lost their focus on the primary user--sales. As such, salespeople get stuck with a CRM system that does not increase sales activity, but instead, bogs them down and decreases activity, which subsequently decreases sales. Download this report to learn the criteria that should dominate the decision as to which CRM should be Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

why crm  to know. This is why Pivotal CRM, with its slightly higher weighted average, does not automatically win this selection deal against NetSuite CRM+. Can you tell me why, in a case such as this one, NetSuite CRM+ might end up outranking Pivotal CRM from a feature and functionality perspective? You’ll have to play around with the CRM Evaluation Center to figure it out. You can tell the system which functionality areas are critical, less important, or not important to you. The system then compares your Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

why crm  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

why crm  CDC Software, and others. Why spend days or weeks comparing CRM solutions the hard way, when you can visit TEC's CRM Evaluation Center and get an idea of the best-fit CRM solutions for your company in practically minutes. It's fast, it's free, and you'll get the results immediately . Click here for your own custom CRM for financial services software comparison. * The Rolls Royce of decision-making tools—ZDNet   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

why crm  CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

why crm  right direction. 01 Identify why your organization needs a CRM system. Your organization will maximize the benefits of a CRM system by first identifying which areas you want to improve or which problems need to be addressed. 02 Research the many vendors in the CRM bracket to find one that will be a good fit for your organization. Consider factors, such as: Strength of the vendor’s product Vendor’s experience in the CRM market Knowledge level of the vendor’s employees Vendor’s corporate vision 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

why crm  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 Library ensures correct document versioning and allows users Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

why crm  101 Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101 . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

why crm  Past, Present, and Future Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

why crm  expensive; and he'll explain why the existing EAI methods fall short of their promises (security issues; non-real-time data transfer; customer coding requirements, among other issues). As an aside, for in-depth understanding of EAI, Mr. Linthicum has written two excellent books that we recommend: Enterprise Application Integration (Addison-Wesley, 1999, ISBN 0201615835), and B2B Application Integration: e-Business-Enable Your Enterprise (Addison-Wesley, 2000, ISBM 0201709368). User Recommendations  Do Read More