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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 system implementation rfp


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

crm system implementation rfp  broad representation of actual CRM system users. The participation of senior management is also important from the perspective of providing visible support for the project but they will rarely use the system at a transactional level. We would recommend that senior management attend the “kick-off” for the demonstration restating the organization’s commitment to finding the optimal solution and indicating why it is important that the project team make an informed recommendation. During the conduct of

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm system implementation rfp

How to Select an ERP System When You’re Dead


When Nietzsche declared in 1882 that “God is dead,” I’ll bet he had no idea that ERP system vendors were already queuing up to fill the gap. He just wasn’t the practical, forward-thinking kind, that was his problem (Nietzsche, I mean, not God). Now, in heaven, they take the long view. So when they started casting around for a replacement to their legacy system, they took the time to conduct

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Mid-market Manufacturers and the New Landscape for Enterprise Resource Planning: Using Technology to Compete


The globalization of discrete manufacturing is forever changing the notion of what a "small manufacturer" is. Even companies that are considered relatively small in revenue, employment, or client base, must now operate like the largest corporations when structuring and conducting their businesses. Infor examines how today's mid-market manufacturers are transforming themselves—focusing on business processes and employing ERP systems for their own operations.

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JDA Portfolio: For the Retail Industry Part Six: ERP Vendors and User Recommendations


ERP vendors promise products linking to financial and manufacturing systems (which logically, is currently the vendor's own system) and include collaborative SRM and PLM capabilities and links to CRM systems. JDA and others must simplify their integration framework strategies and JDA must focus on data synchronization to offer a truly differentiating collaboration product.

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Fast-track ERP Implementation: Advice from the Field


The common perception is that top-tier enterprise software takes years to implement. This is true for more complex solutions. But other applications, when combined with effective project management by capable professionals, can be rolled out rapidly when it counts—like after a merger or acquisition. Get tips for a speedy enterprise resource planning (ERP) implementation, from a company that lived to tell the tale.

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Want to Avoid ERP Implementation Problems? Learn How from the Experts


In Lessons from ERP Implementation Failures, you'll discover the five maincauses of ERP implementation failure.

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Choosing the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation


The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success.

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Phone System Buying Disasters to Avoid: C-Level Executives Share Hard Learned Lessons


Phone system buying disasters can prove costly for any business. This whitepaper presents advice from phone system managers who have been at the forefront in remedying phone system disasters. Topics covered include buying incompatible hardware, brands with bad customer service, and companies with bad SIP service. Phone system buying disasters can be averted with proper preparation and foresight.

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Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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Proven Implementation Methodology Is the Determining Factor


Successful implementation of an extended ERP system is the result of knowledgeable and dedicated people working together. It entails company-wide commitment, openness to change, good planning and experienced guidance. Three primary criteria determine the probability of recognizing significant return on investment (ROI) from an ERP system. Using these criteria as guidelines during the system selection process and subsequent implementation can ensure that the chosen system will support and enable the business improvements envisioned. That’s ROI.

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Common Phone System Buying Problems


There are so many choices out there on phone systems that it can be very difficult to make an educated decision without dedicating days or weeks researching all of the vendors and options available. Rather than learning the hard way, know some of the common problems that people often run into when buying a new business phone system so you understand the obstacles you will face in your buying decision and how to get around them.

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