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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 scripting


CRM Testing Throughout Implementation
In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the

crm scripting  for some aspects of CRM load testing, but you could find that spreadsheets and scripting languages give you everything you need for smaller volumes with no extra license cost. Test automation tools, used skillfully, can give you extraordinary reach and speed, particularly in combination with good data tools. They are heavily promoted and aren't always as straightforward to use as they appear—but their flexibility and power cannot be denied. If you encourage your team to go beyond simply replaying user

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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 scripting

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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(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 Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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Starfish ETL


Starfish ETL™ includes a number of pre-built data connectors which provide the means to connect to a data source so it is able to quickly and efficiently read or write data and support on-demand (SaaS) and on-premise solutions. With pre-built and customizable maps and connectors, Starfish ETL™ automates importing, exporting, sharing, and synchronizing customer-related data across many databases, ERP systems, e-mail clients, and website and mobile platforms. Preplan jobs to run or execute in real time. Data is always accurate. Features Extensive list of available connectors and maps Extremely flexible to modify or create new connectors and maps Powerful industry-standard scripting options available Specify error-handling rules and manage exceptions Benefits Supports both migration and integration needs Data may reside either on-premise, in the cloud, or both A high-performance and affordable solution for migration and integration Leverages your technology investment—extends the functionality of existing systems Starfish ETL™ has performed thousands of migrations and integrations for companies nationally since its launch in 2010, making it one of the fastest growing CRM solutions available today.

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A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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