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Software Functionality Revealed in Detail
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 microsoft dynamics crm wiki


These Are the Times of CRM Vindication and Validation - Part 1
Some previous TEC blog posts have discussed the benefits (but also the inevitable caveats) of white papers, including the all-too-common vendors’ self

microsoft dynamics crm wiki  Challenging Economy,”  authored by  Microsoft Dynamics CRM , and “Maximizing CRM Effectiveness During Lean Times,”  authored by  Oracle CRM Why? Well, when I read them, many things therein rang true to me from my own research and findings (e.g., the ongoing success of Salesforce.com, Oracle CRM, NetSuite, Microsoft Dynamics CRM, RightNow, Sage CRM, SugarCRM , and SAP CRM as well as ongoing TEC’s end-users’ inquiries), even though I was cognizant of Microsoft and Oracle intentionally touting

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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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Saba Software: Figuring Out Social Talent Management


For years, Saba Software has been helping companies transform enterprise-wide learning and how people do their work. In this article, principal TEC analyst P.J. Jakovljevic shows you how Saba’s people-centric systems enable organizations to mobilize, inspire, and engage their people to develop new strategies and initiatives, and cultivate individual and collective know-how to effectively compete and succeed in the marketplace.

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Enterprise Applications Vendors Going Viral and Social: Another Take


It would not be far off the mark to say that social media, user-generated content (UGC), and online collaboration all hit the mainstream in 2009, at least in the realm of business-to-consumers (B2C) commerce. According to Forrester, 63 percent of online retailers will make social e-commerce a top priority in 2010, with The Limited brands leading the way. As consumers and

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Not Yet Sold on SaaS ERP in Manufacturing? Take a Hard Look at Plex Online - Part 1


The software as a service (SaaS) model is now mainstream in many functional areas of business, quite outperforming its on-premise counterpart in this tough economic environment. Consider customer relationship management (CRM), transportation management, talent management, payroll processing, travel and expense (T@E) management, strategic sourcing and procurement, and many

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Playing Devil’s Advocate with an Innovative Vendor’s “Techies”


Rather than pursuing the usual route of writing analyses of major market trends, we’ve decided to ask vendors about their opinions and approaches. IFS has re-joined the discussion on the topic of user experience (UX) design.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Microsoft TECHED 2013: Microsoft Expands Services for Enterprise IT


As part of its TECHED 2013 event in New Orleans, Microsoft has announced offerings to address the new needs of enterprise IT. On its path towards being cloud-first, Microsoft is releasing new offerings to enhance its cloud, data management, and application development services, as well as launching a new release of its flagship Windows product. Microsoft Cloud, hybrid and versatile With regard

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

This buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation. We will first describe some of the major innovations in the CRM space (e.g., cloud computing, social media and collaboration tools, mobile technology, and extended functionality), and then review their advantages and disadvantages. For each category of innovation, the guide will illustrate with real- life examples how CRM vendors provide innovative solutions to their customers and the associated benefits.

Innovation in the CRM world can be approached from two main perspectives: innovations in software, which affect the way companies manage their relationships with their customers (e.g., the ability to analyze customer feedback, for better customer service and even product development), and innovations in the market, which affect the accessibility and usability of CRM solutions (e.g., having CRM functionality available in the cloud or on a mobile device). And as the two qualities are interconnected (innovation in one arena generally leads or responds to innovation in the other), this guide focuses equally on innovations in CRM software and in new delivery models, such as cloud computing and mobile.

Throughout this guide, we consider CRM to be more than a set of tools and solutions that companies use to facilitate their interactions with customers. A complete CRM implementation includes strategies and best practices that companies define and apply in order to attract and retain customers.


Table of Contents


Preface

Customer Relationship Management: A Buyer’s Guide

TEC CRM Resources

Casebook

KANA Software Customer Success Story
Yahoo! Listens Proactively to Customers to Deliver Good Experiences

1C-Rarus Customer Success Story
1C:Enterprise 8 Implementation for Gazprom Neft–Tyumen

HarrisData Customer Success Story
Leading Manufacturer Employs RTI Software’s Closed Loop CRM to Manage Its Nationwide Customer Service Initiative

Infinity Info Systems Customer Success Story
Infinity Info Systems Streamlines Workflow for Leading Wealth Management Firm Halbert Hargrove

Microsoft Dynamics CRM Customer Success Story
Microsoft Dynamics CRM Gives BioMedix Vascular Solutions Better Insight into Business Execution

Microsoft Dynamics CRM Customer Success Story by Ignify
Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a 360-degree View of Customers and Business Operations

SugarCRM Customer Success Story
USA FACT Drives Higher Revenues with Sugar ProfessionalTM and Empowers Sales On-the-go with Sugar MobileTM


Vendor Directory

SAP Special Report


Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.



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CRM Innovations


BI for Large Enterprises

CRM innovations can be classified into four major categories: cloud computing, mobile, social, and extended functionality. Each category uses different technologies to address the needs of customer-focused companies and respond to changes in customer behavior. Many vendors innovate in two or more of these categories; others focus on one category (e.g., some traditional CRM vendors do not yet offer a cloud-computing delivery model or social functionality, but they have created strong mobile versions of their solutions).

Most of the innovative initiatives in the CRM space are contained within these four categories (but innovations are by no means limited to these categories). We consider these categories to be of the utmost importance—and this guide will focus on them— because they greatly affect the way companies manage their relationships with customers (existing or potential).



Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.

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