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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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 products crm vehicle


Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

products crm vehicle  delineated business units around products versus the customer, resulting in wide rifts between sales, service, marketing and product lifecycle management. Why, for instance, should channel sales share leads with direct sales? Information technology (IT) departments bear the brunt of this departmentalization. Corporate executives, moreover, are frustrated by their inability to use the data contained in separate business units, which has been gathered over the years as a result of concerted marketing and

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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 » products crm vehicle

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

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'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: PeopleSoft


PeopleSoft has risen from its relatively humble origins in the Human Resource Management Systems (HRMS) arena, its sole focus as it begun life in 1987. Over the course of a decade or so, it added Supply Chain Management and Financials to its list of application offerings. In the last few years, in the face of slowing cash flows from its traditional strongholds, it has gone full bore toward Internet-based enterprise-wide - even cross-enterprise - solutions, trying to enter the game and be competitive with other top tier ERP-turned Collaborative Commerce vendors. Showing fiscal growth and, very-recently, notably-improved market acceptance, Peoplesoft may be the enterprise software turnaround story of the last decade.

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b-Open Ltd.


b-Open Ltd., founded in 2004, is a software company specialized in cloud solutions. b-Open aims to provide innovative products based on its proprietary PaaS (Platform As A Service) technology jPlaton. Since 2008, b-Open provides SaaS (Software As A Service) solutions for CRM, ERP, MIS, e-Commerce, EDI & Social Marketing at an international level and specialized vertical solutions to national markets such as Public Sector Organizations and Vehicle testing centers. b-Open also undertakes complex projects that include high level analysis, counseling, and development of information systems (i.e. Healthcare, Public Administration, Telecommunications, etc). Comidor Cloud Application is such a solution. Comidor is an integrated operational and management suite that offers Collaboration, Communication, CRM, BI, Project management, Document management, Financial Management, EDI and Social Marketing functionality according to competitive standards, in a single and simple to use online application, accessed 24x7. b-Open is based in Thessaloniki, Greece.

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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Case Study: Edge Products


When Edge Products’ new management team saw that the company’s manual engineering processes were not conducive to its constantly changing product design environment, they immediately sought to improve change and part control processes. Learn how a new product lifecycle management (PLM) solution helped Edge reduce rework, control change processes, decrease warranty costs, and cut product return rates by 50 percent.

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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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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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