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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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 crm program


CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self

crm program  for achieving results. Any CRM project that resembles an enterprise initiative requires the skill and sophistication of program management. Change Management As outlined above, CRM is a change management issue for any organization attempting to embrace it. CRM is a business philosophy first and then a deployment of technology. Change management must be disciplined and follow best practices similar to any other project based activity. The change management aspect is often better served by treating it as a

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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 » crm program

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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BPMonline Launches Americas Partner Program


The process-based customer relationship management (CRM) provider BPMonline has announced its new Americas Partner Program, which includes three types of exchanges between the company and those that may be interested in joining its partners network: Consulting and implementation partner for the promotion, selling, and implementation of BPMonline solutions Referral partner for referral-based

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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.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Driving the Change Agenda through a Low Overhead Program Office


You are your Projects! They maintain your corporate vitality. A Program Office can significantly contribute to strategy realization by ensuring that the right projects are launched in the right manner, at the right time, for the right reasons.

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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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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.

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