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Software Functionality Revealed in Detail
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 client relationship management


Building Relationship Capital: Client Relationship Management for the Capital Markets
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and

client relationship management  Relationship Capital: Client Relationship Management for the Capital Markets Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an

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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

Documents related to » client relationship management

Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

client relationship management  Relationship Management (CRM) When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and Read More

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?

client relationship management  with its native Outlook client, extensive integration with Microsoft Office , enhanced customization options, and expanded sales, marketing, and service features, is enticing users to take a second look. These players own the lion's share of the growing mid-market, having eliminated many of the smaller players through market perseverance or acquisition. To Host or Not To Host? Having said that, the dot-com revolution has left few lasting impressions as significant as the hosted software phenomenon. The Read More

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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Customer Relationship Management for IT Professionals


What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and commitments that have been met.

client relationship management  request and guiding the client and IT to a knowledge-based solution selection. As the consultant asked more questions about the tax issue and the algorithms, the mantra of 500 percent ROI came frequently. The consultant left the meeting with a clear set of requirements (for the wrong solution). The financial analyst took immediate steps to emphasize the fact that the company was losing money while IT action was slow. The consultant made a connection between this analyst's solution and a similar Read More

MODX Web Content Management: Vendor Profile


Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report.

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Systems Monitoring and Management: Vendor Evaluation Checklist


This systems’ monitoring and management vendor evaluation checklist from Uptime Software is designed to help IT managers and administrators as they search for the right solution. It is intended to be a generic list that can be updated, expanded, and customized depending on your exact requirements. You are welcome to edit and modify each of the items as you see fit.

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Performance Management Framework for Mobile Workforce Management and Field Service


Mobile workforce management is a complex process that includes workforce planning, assignment decisions, and plan execution. To align this complex process with your business goals, you need to measure your performance and develop various corrective actions. This white paper discusses performance management—and how you can measure, analyze, and make decisions about the performance of your workforce and service organization.

client relationship management  mobile workforce management,field service scheduling,field service optimization,services organizations,workforce sheduling optimization,ViryaNET,performance monitoring,performance management Read More

Business Process Management Notations within Business Process Management


Business process management notation (BPMN) is an initiative to increase standardization within process modeling. What are the principles of BPMN, and what is the value of BPMN to vendors and organizations using business process modeling?

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IT Management and Development


The IT management and development business area focuses on developing the tools and resources required to understand, use, and manage IT infrastructure in order to help companies enhance their operational, tactical, and strategic capabilities. Tools for IT management and development can help companies control and measure the quality and effectiveness of their IT infrastructures, and manage software and hardware development tasks.

Challenges related to IT management and development revolve around the need for continuous research to improve products and technologies; the need to improve business and service models to increase return on investment (ROI); and, if necessary, the need to outsource IT management and development to nearshore and offshore destinations.

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Macola ERP Supply Chain Management (SCM): Supply Chain Management (SCM) Competitor Analysis Report


Criteria in this knowledge base pertain to managing supplier, manufacturer, wholesaler, retailer, and customer business processes. Addressing demand management, warehouse management, international trade logistics, transportation execution, and many other issues for a complete solution, this knowledge base will support your evaluation of an SCM suite.

client relationship management   Read More

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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10 Principles for Knowledge Management Success


Knowledge management (KM) can mean different things to an organization depending upon the nature of the initiative. KM is not a technology or set of methodologies, but a practice or discipline that involves people, processes, and technology. If implemented correctly, a KM initiative can improve the productivity and efficiency of an entire organization. With these ten basic principles, your organization can learn how.

client relationship management  we look for our clients to have a strategic goal for the project rather than a tactical goal. If you are looking to shorten handle time that’s a tactical motivation and you’re not as likely to be willing to go through the steps that a successful enterprise rollout would take. But if it is a strategic initiative, especially something that is topdown motivated (for instance improving customer service or improving employee satisfaction) then there is a better value statement involved and you are not rely Read More

Goal-oriented Autonomic Business Process Management


Business process management (BPM) is an approach to administering business processes that involves people, organizations, and technologies—and can be carried out using varying levels of automation. Sadly, BPM often falls short of what it is intended to achieve. But there’s a fresh evolution of current BPM: goal-oriented autonomic BPM. Learn about the ideas, techniques, and benefits of autonomic and goal-oriented BPM.

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Portfolio Management


Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management.

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