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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 sales crm freeware download


Epicor Enterprise
Epicor Enterprise delivers financials, budgeting, distribution, manufacturing, sales and marketing, business intelligence, and customer service solutions

sales crm freeware download  budgeting, distribution, manufacturing, sales and marketing, business intelligence, and customer service solutions into a common integrated suite of applications. The front office customer relationship management (CRM) application, combined with back office financial, distribution, and manufacturing applications, leverages integration technologies with extensible markup language (XML) to transform a line of business applications into an overall enterprise solution. Epicor Enterprise leverages

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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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Software for Real People Part Two: Competition and User Recommendations


The root of creativity rests in the people, the management, and the culture of the organization. A better tool will not help an organization that is resistant to change and stifles creativity. It is important to remember that while management can solve a technical problem, technology will never solve a management problem.

sales crm freeware download  dashboard for any given sales opportunity or account using information saved within their salesforce.com database. MindManager for salesforce.com tightly integrates with salesforce.com via the sforce on demand platform. Mindjet's solution allows customer and opportunity information to be viewed in a single interactive dashboard rather than in multiple static CRM data screens. Presenting a single, big-picture view of their CRM information allows users to quickly identify sales barriers and progress the Read More

Software for Real People Part One: MindManager Feature and Functions


Many software applications are indispensable for the operation and management of the enterprise. They, however, may actually stifle creativity--arguably the most valuable aspect of human capital--by requiring the user to adapt to the tool rather than have the tool supporting the user.

sales crm freeware download  published numerous articles on sales and marketing strategy, management, creativity, and personal productivity. He graduated Magna Cum Laude from Lehigh University (US) in Engineering Chemistry and received his MBA in Finance from the same institution. He can be reached at http://www.firstrulecorp.com . Read More

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.

sales crm freeware download  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. Read More

Global Leader in Destination Resort Sales and Marketing Delivers On Corporate Vision and Increases Sales


Founded in 2001, Playground is a destination resort sales and marketing company headquartered in Vancouver, British Columbia (Canada). The worldwide success of Playground is based on intellectual property—including information about resorts, selling history, target markets, prospects, and past customers. How does it capture this information and use it—safely and securely—to help sell and market real estate?

sales crm freeware download  Leader in Destination Resort Sales and Marketing Delivers On Corporate Vision and Increases Sales Founded in 2001, Playground is a destination resort sales and marketing company headquartered in Vancouver, British Columbia (Canada). The worldwide success of Playground is based on intellectual property—including information about resorts, selling history, target markets, prospects, and past customers. How does it capture this information and use it—safely and securely—to help sell and market real Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

sales crm freeware download  it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


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sales crm freeware download  and a less conceited sales approach. As the competition will fly from all directions and the license revenue will likely decline, the company will have to make it up by emphasizing own professional services revenue. Its external partners will therefore be unimpressed by a constricting size of the SI pie slice, and will be tempted to switch to competitors' products. Time will only tell how Siebel will overcome first major hardships in its until now spotless history. User Recommendations Given the steep Read More

Sales Enablement: User Acceptance Means More Sales


Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers.

sales crm freeware download  User Acceptance Means More Sales Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers. Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

sales crm freeware download  of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, Read More

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sales crm freeware download  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

sales crm freeware download  Skills | Planning | Sales Force Automation CRM | Advantages and Disadvantages of CRM | Improve Customer Service | Advantages Using CRM | Harvest Solutions Consulting Services | Pilot Program | Technical Support for CRM System | CRM Customer Service | End-User Channels | End-User with Technical Support | On-demand Vendors | How to Configure a CRM System | CRM Case Study | Facet of a Successful Project | Efficient Customer Relationship Management Configuration | CRM Insights Blog | Case Studies for Read More

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sales crm freeware download  about automating processes within Sales, Marketing, Customer Support, Field Force, and even Partner Relationships. But really, we should be focused on the essence of CRM and its real reason for being part of the IT arsenal: Its ability to make the entire customer experience easier, less painful, and maybe even enjoyable, so that we can attract and retain customers and improve and maintain corporate profitability over the long run. Listen as the customer says: Tell me what kinds of products or services Read More

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sales crm freeware download  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. Read More

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sales crm freeware download  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

The Lexicon of CRM - Part 3: From R to Z


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sales crm freeware download  CRM. This enables the Sales team to capture and maintain lead and other contact information in one data store, conduct team selling, view pipeline reports, and other tasks. This is still the first objective of most companies implementing CRM solutions. SLA - Service Level Agreement . This is the agreed-upon level of service that will be provided by the vendor to the customer upon purchase of product. Variables include: channels supported, hours of the day, days of the week, response times, and on-site Read More