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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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 ms dynamic crm


Dynamics CRM
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer

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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 » ms dynamic crm

Dynamics NAV


Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help people work more effectively. Improve agility with enhanced flexibility to adapt to meet changing needs. Connect Microsoft Dynamics NAV easily to a wide range of applications and data sources.

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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

ms dynamic crm  template built on the MS .NET technology framework. It provides versatility to clients in the ever-changing financial services industry and to other, heavily compliance-laden industries, such as health care. Maximizer CRM 10 Maximizer is a leading vendor of highly accessible CRM solutions. It offers an on-premise version, which has over 8,000 corporate clients, ranging in size from large global organizations to individual entrepreneurs. There is also a mobile version available, which allows users to Read More

Dynamics SL


Released in 1994, Microsoft Dynamics SL (formerly Microsoft Business Solutions Solomon) is a business solution targeted to the lower and mid-tiers of the mid-market and t to meet the needs of project-centric and distribution-driven companies. The system includes financials, payroll, advanced distribution/supply chain management, project management, e-business, customer relationship management, and field service management solutions.  

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Great Plains: Strong Channel and Microsoft focus for Dynamic(s) Growth


Great Plains has established very strong branding and penetration within the Small-to-Medium Enterprises (SME) segment of the ERP market, with a large and loyal customer base and a uniquely developed, extensive partner channel within the industry. A long presence on Microsoft's platforms ensures that R&D money has been spent on enhancing product functionality in accordance with the voice of customers and/or the market trends.

ms dynamic crm  Plains acquired Match Data Systems to further expand its eEnterprise product with the addition of a project accounting solution developed specifically for the Great Plains platform. In 1999, the Company also announced a partnership with Siebel Systems to offer Great Plains Siebel Front Office to the mid-market, and a partnership with Systems Modeling Corporation to incorporate its finite capacity scheduling module within eEnterprise. Great Plains also provides a product called Enterprise Reporting, a Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

ms dynamic crm  top crm financial services,top,crm,financial,services,crm financial services,top financial services,top crm services,top crm financial. Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

ms dynamic crm  Need to integrate multiple systems for operational efficiency Note: I skipped the technical questions because I am a hippie and I don’t understand that junk. Also, this is just a blog post, man. Life’s too short. Here’s a partial list of the CRM systems recommended by the Evaluation Center, as a result of my answers (note: links are not clickable):   (click to enlarge) Now I want to zoom in on CDC Pivotal CRM and NetSuite CRM+ , two vendors on the shortlist in the real-life selection project that Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

ms dynamic crm  you manage your business systems and information with reliable, secure, and integrated technologies. Source : Oracle Resources Related to Customer relationship management (CRM) : Customer relationship management (CRM) (Wikipedia) Choosing the Best CRM for Your Organization Web Based CRM Software is also known as: Web Based CRM Software , CRM Case Management , Management Tool , Software As A Service SaaS , Software As A Service Improves CRM , ERP Software As A Service , Software As A Service Oracle , Read More

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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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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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.

ms dynamic crm  20,000 small and mid-market firms, with more than 275,000 subscribers, have deployed hosted CRM in the last few years alone. Dramatic improvements in value and user-friendliness have fueled this adoption as well as the fact that powerful CRM can now cost less than monthly cell phone service. But the savviest hosted CRM vendors understand that small businesses don't want watereddown solutions - just ones that are easy to use and can scale to grow with their company without the burden of IT support or capit Read More

Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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