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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.

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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?

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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.

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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.

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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.

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