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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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 customer relationship management resource for business and technology services

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

Customer Relationship Management (CRM)

Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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 » customer relationship management resource for business and technology services

17 Rules of the Road for Customer Relationship Management


Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation.

customer relationship management resource for business and technology services  of the Road for Customer Relationship Management 17 Rules of the Road for CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Sage North America began not as one company, but as the efforts of many entrepreneurs who built their successful products and businesses with a sincere focus on their customers. Source : Sage Software Resources Related to Customer Relationship Management (CRM) : Customer Relationship Management (CRM) (Wikipedia) Read More

Hosted versus On-premises Customer Relationship Management


The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and disadvantages?

customer relationship management resource for business and technology services  versus On-premises Customer Relationship Management Background: Changes in the Customer Relationship Management Market The customer relationship management (CRM) market, like most of the tech market, has undergone significant changes since the dot-com boom of the late 1990s. Consolidation and acquisition have been the buzzwords of late, leaving consumers with even more questions as to what product is the best fit for their organizations. The mid-market is marked by a bitter battle between the hosted Read More

A Dynamic Answer to Enterprise Resource Planning for Services


Enterprise resource planning (ERP) vendors do battle to win business and Epicor is leveraging Microsoft's technology to deliver a mid-market solution to services industries. Despite Microsoft's competing ERP offering, Epicor continues to build a Microsoft-centric solution with its partners' support.

customer relationship management resource for business and technology services  expanded capabilities in the customer relationship management (CRM) and project modules, together with new capabilities in account management. To better serve the upper mid-market in the services industry, Epicor has tuned performance in a number of key areas. Over the course of 2007, Epicor is planning on delivering new capabilities in resource management, multisite, and collaboration in order to better meet the demands of mid-market services organizations with multiple locations. Epicor has overhauled i Read More

Navigator Business Solutions Navigator One for SAP Business One (v88) for Accounting Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of accounting software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

customer relationship management resource for business and technology services  submodules: Customer Master File, Customer Relationship Management, Invoicing, Cash Receipts, Debt Collection, Control Reports, and Financial Reports. Accounts receivable as a whole is well covered by most accounting solutions. That said, the average product in our Accounting Evaluation Center does not cover customer relationship management and debt collection extensively. Navigator does support these two areas well, along with the other areas. About Payroll The Payroll module provides functionality for p Read More

Software as a Service for Customer Relationship Management and Sales


Major vendors are noting the growing demand for software as a service. However, smaller providers are forging new ground by offering services for inventory and collaborative planning.

customer relationship management resource for business and technology services  as a Service for Customer Relationship Management and Sales Major Vendors Brace for SaaS The emergence of independent software as a service (SaaS) providers has created a major competitive challenge for most of the established independent software vendors (ISV). The Wall Street Journal ( WSJ ) released a series of excerpts from a Microsoft internal memo, where Chairman Bill Gates warned his top executives of the SaaS threat. In these excerpts, Gates called on Microsoft to jump toward the trend of SaaS ove Read More

NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report


NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Understanding SOA, Web Services, BPM, and BPEL Part Two: BPEL and User Recommendations


In a somewhat simplified language, while Web services allow applications to easily exchange and reuse information, it is only when they are orchestrated (coordinated) into long-running business flows or processes that enterprises can realize their true value.

customer relationship management resource for business and technology services  Increasing demand-driven responsiveness towards customers'' needs requires a well-coordinated set of IT infrastructure components, since it is no longer good enough to purchase disparate pieces and expect them to simply interoperate. The ideal should be a sort of an independent data exchange that would leverage common metadata and processes to create composite functionality derived from existing application and Web services assets, which are kept in a repository for dynamic, almost on-the-fly assembly in, Read More

Keeping Cash Flow in Focus While Driving Business Performance


One of the most basic business axioms, held dear by all firms but especially small companies, is that cash flow is king. Customer payments are essential for fueling all other business activity, from staff salaries, to raw materials, to rent. Growing firms need to be especially attentive to cash flow because sales increases typically require new investments associated with product or service production before payments are received. Learn more now.

customer relationship management resource for business and technology services  cash flow is king. Customer payments are essential for fueling all other business activity, from staff salaries, to raw materials, to rent. Growing firms need to be especially attentive to cash flow because sales increases typically require new investments associated with product or service production before payments are received. Learn more now. Read More

Business Performance Management Basics: An Overview of Business Performance Management and Its Benefits to the Organization


Business performance management (BPM) includes setting key performance indicators, using data mining to discover data patterns and using software to help drive business decisions and develop corporate strategy. For an organization, there are many benefits to implementing a BPM solution.

customer relationship management resource for business and technology services  sales, a KPI measuring customer satisfaction and repeat sales might be implemented. For a financial institution, it may be important to set KPIs to identify potential risk management issues, such as meeting regulatory requirements or minimizing the potential credit risks of clients. This differs from a manufacturing organization that needs to monitor parts delivered from suppliers, or from a government body that wants to measure and improve employee performance. Setting the right KPI and providing that Read More

Changing the Face of Technology in Education: Funding Education-Not Technology


With tight budgets and spending restrictions affecting education, there has been increased interest in using a tool that has achieved significant success in the business world—customer relationship management (CRM) for schools. This approach involves taking a "customer-concentric" view to develop strategic plans. The key, however, is to take advantage of these capabilities without creating additional "information technology" overhead.

customer relationship management resource for business and technology services  success in the business world—customer relationship management (CRM) for schools. This approach involves taking a customer-concentric view to develop strategic plans. The key, however, is to take advantage of these capabilities without creating additional information technology overhead. Read More

MicroStrategy 9 for Business Intelligence Certification Report


MicroStrategy 9 is now TEC Certified for online evaluation of business intelligence (BI) solutions in the Business Intelligence (BI) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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How IBM Cognos 8 Business Intelligence Meets the Needs of Business Managers


The fast pace of business is making business managers’ lives more challenging than ever. Their teams are more dynamic and far flung, their executives are demanding a more precise view into the workings of the organization, and their stakeholders want answers now. Learn how business intelligence (BI) solutions can help business managers track performance against metrics, and make higher quality, more timely decisions.

customer relationship management resource for business and technology services   Read More

Monetizing Services in the New Hyperconnected World: Shifting Business Models from Products to Services


In industries as diverse as high tech, financial services, and telecommunications, companies such as yours are rapidly changing their business models and launching new hyperconnected services via the Internet and wireless networks. This white paper examines the challenges of monetizing these new services in today’s economy—and proposes solutions that will help you achieve your goals.

customer relationship management resource for business and technology services  monetizing services in the new hyperconnected world: shifting business models,in the cloud services,mobile business models,innovative new business,monetizing mobile Read More

Jobscope Enterprise Edition (JEE) (v. 16) for ERP for ETO Manufacturing Certification Report


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customer relationship management resource for business and technology services  ETO ERP,engineer-to-order ERP,engineer-to-order ERP software,ETO ERP for job-based manufacturing,ETO ERP for project-based manufacturing,ERP for MTO organizations,ERP for make to order,ERP for MRO organizations,ERP for maintenance repair and overhaul shops,Joscope Enterprise Edition,JEE v. 16,Jobscope Corporation Read More

Terra Technology


Based in Norwalk, Connecticut (US), Terra Technology provides real-time forecasting solutions for consumer goods companies. Terra’s pattern recognition technology works in conjunction with traditional demand planning systems to monitor daily demand signals. Terra’s customers include Campbell Soup, Georgia-Pacific, McCain Foods, and Ventura Foods.

customer relationship management resource for business and technology services  daily demand signals. Terra’s customers include Campbell Soup, Georgia-Pacific, McCain Foods, and Ventura Foods. Read More