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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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 general crm university


(Forgotten) CRM and ERP Kingdoms in the Making?
Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona

general crm university  product expertise. However, the general message of selling Onyx CRM with KNOVA is that it will be sold either together or separately. Consona’s Current CRM Strategy Currently Consona is still pursuing its acquisitions strategy. Its latest conquest has been that of SupportSoft Inc. in April 2009, bringing proactive service, and chat and collaboration capabilities to the Consona CRM Suite. And while Onyx has some basic e-mail capabilities, Consona is considering another potential acquisition to augment

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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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Documents related to » general crm university

How the iPad Is Changing Retail POS Systems


The face of retail point-of-sale (POS) systems has changed dramatically over the last couple years. iPad technologies, for example, have become integrated into the payment process at retail and other types of stores. See how one start-up is changing the retail game with its iPad POS solution and taking on the old-school traditional POS players on the market today.

general crm university  iPad (and tablets, in general, for that matter) technologies have become integrated into the payment process at brick-and-mortar restaurants, retail, and grocery stores. Now, transactions can be mapped back to cloud-based inventory management and reporting back-office systems to give managers a holistic view of the high-selling items, best-performing salespeople, and inventory across disparate locations. There was a trend this year of tablet POS systems at the National Retail Federation (NRF) BIG Retail Read More

Selecting a PLM Vendor


PLM enterprise applications should not be selected in a vacuum. The needs and requirements of multiple departments and even business partners must be represented in the documented requirements and also on the selection team, which should attempt to examine different functions and methods involved in critical areas.

general crm university  critical role. As a general rule, the closer the PLM solution gets to the design and production of the product itself, and the more complicated the product, the more industry will play a role. Software selections to support PLM initiatives that will come in close contact with the production of the product should absolutely consider the unique needs of their industry, particularly the industry's fatal flaws (see Find The Software's Fatal Flaws To Avoid Failure ). While in the final evaluation, a Read More

Oracle (Finally) Learning and Applying Its Own CRM


After years of power struggle with its independent applications user group (OAUG), Oracle Corporation is to host its own application user group conference early next year.

general crm university  business applications market in general, to make use of this inexpensive education opportunity. Read More

Has Consolidation Made the PLM Market More Agile? Part Three: Challenges and User Recommendations


Even if Agile continues to deliver superior products, its competition against single-vendor, pre-integrated ERP suite products will force Agile to aggressively differentiate the depth of their PLM expertise and further drive industry specialization.

general crm university  and ensuring regulatory compliance General availability of Agile Product Cost Management 8.5. This is Part Three of a three-part note. Part One detailed recent announcements. Part Two discussed the Market Impact. Challenges In addition to the products' rationalization, the integration at sales and cultural levels will be challenging. Also, neither company excels in marketing, while cultural dissimilarity and power clashes between two strong matrimony partners have often flawed software mergers. Still, 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.

general crm university  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. 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 Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

general crm university  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system Read More

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.  

general crm university  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 Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

general crm university  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

general crm university  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

general crm university  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

general crm university  CRM vendors that are generalists that try to be everything to everyone and sell their wares to whoever will look at it. There are also some CRM vendors that stay very focused on certain market segments. There are vendors known in the CRM market that focus on companies based upon their size. There are a number of vendors that focus on the small business segment with simple contact management solutions as well as enterprise vendors that focus on very complex CRM solutions that generally take six to Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

general crm university  or learned about through general, high-level IT research. Weeks later the RFI responses are returned and the selection team compares the various responses to determine which vendors to invite for demonstrations. The selected vendors comprise the short list. Once vendors on the short list have been contacted, sales teams come on-site to give either canned or customized demonstrations of the software to validate the functionality and get a feel for each product's ease of use. Selection teams then issue a Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

general crm university  unique business value. In general, on-demand / SaaS delivery models will deliver quick ROI in terms of: Ease of use Rapid deployment Simplified configuration & customization tools Low cost of entry & ownership However, these models are at risk of becoming another commodity. End-users quickly realize that business needs of growing organizations cannot be met without significant custom integration services that enable: Visibility across customers, products, partners & channels Front-to-back office Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

general crm university  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps Read More