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Software Functionality Revealed in Detail
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 crm upshot


Microsoft Throws .NET At SMEs, With CRM As Bait
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its

crm upshot  the existing MS Outlook-based CRM providers like Oncontact Software , Multiactive Software , and WorldTrak , as well as hosted providers Salesforce.com or UpShot . User Recommendations Small and medium size businesses using Microsoft Great Plains back office applications and smaller organizations using Microsoft desktop and office applications that have simple CRM product needs (simple sales & marketing, and basic customer service activities) should react positively to this news. They should evaluate the

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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 » crm upshot

To Gain Market Share in the Mid-Market, SAP Leaves No Stone Unturned


The star above small and medium businesses (SMB) has never been so bright. CRM solution vendors are courting this market segment extensively. This is the second of a series of articles that look at strategies deployed by major enterprise solution vendors to attract the SMB decision makers and whether those vendors are ''dumbing down'' their enterprise software for the mid-market. This article evaluates SAP's mid-market solutions and its implementation approach.

crm upshot  gone downstream to offer CRM software for the higher end of the mid-market and for divisions of large companies. This segment was traditionally catered to by mid-market solution providers like Onyx Software Corp , and Pivotal Corp. , and now they are being directly challenged by the heavyweights. The lower end relative tranquility, originally catered to by Best Software Inc , Maximizer Software Inc. , and FrontRange Solutions Inc. , is also being disrupted by vendors like SalesForce.com Inc and UpShot Read More

Comparison of ERP and CRM Markets' Life cycle Snapshots


Today's enterprise applications are required as a matter of course to address more than the processes taking place within the walls of an enterprise. Almost all traditional ERP vendors (small and big alike) had to experience a wake-up call and have long been trying to expand their product offering in tune with the ever-changing trends and requirements of the new collaborative economy. The need for providing a full, comprehensive CRM suite rather than an individual solution or a bundle of point solutions for each distinct CRM area remains firm, and will urge further market consolidation.

crm upshot  CRM OnDemand product. The CRM leader with sliding revenues lately has recently also acquired a hosted-CRM vendor UpShot , and hosted contact center solutions provider Ineto , both for their install base in the lower-end of the market and for its hosting expertise. Siebel's past focus on the high-end of the market will mean from now on the vendor will have to think deeply how to decrease costs and complexity for the small to medium-sized business (SMB) market. The lucrative $3,000-per-seat (USD) or more Read More

Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond? Part Two: Challenges and User Recommendations


The ultimate success of Microsoft CRM will be judged by its follow-up releases. While Applix’ decision to abandon the CRM space and suddenly re-focus on BPM may be regarded as a not quite deliberate move, but rather as a sudden act of taking another plunge. Is the Applix move a harbinger of the future for smaller CRM vendors?

crm upshot  of the existing Outlook-based CRM providers like Oncontact Software , Multiactive Software , and WorldTrak , as well as hosted providers Salesforce.com or UpShot . Furthermore, all the above-mentioned will be affected in the long run, as new functionality and product maturity should make Microsoft CRM more amenable to the higher-end of the market segment opportunities. Over time and with these features in place, the product might appeal to the more sophisticated prospects as well. The ultimate success of Read More

Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Five: Challenges and User Recommendations


Best Software/Sage is a company that delivers products based on savvy understanding of its customers' needs, of the competitive forces in the market, and on constant adaptability. It is still standing on top of the hill in many SME markets, and it is typically a much more difficult task for anyone to capture the hill than to defend it.

crm upshot  like SalesLogix in the CRM market, has a prominence in the SME HR market, and has been used via many OEM or any other arrangements by a slew of vendors. Also, despite the seemingly well crafted marketing campaign, the Best Software brand is still much less-known than those of its individual products, e.g., ACT! , SalesLogix , or Peachtree . The company will, for some time to come, still likely suffer from either the Best who? syndrome and/or will be confused with the former Abra, Carpe Diem or FAS Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

crm upshot  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential merger deserves Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

crm upshot  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a 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.

crm upshot  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 Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

crm upshot  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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. Read More

C2


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

crm upshot  CRM Read More

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.

crm upshot  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. Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

crm upshot  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with 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.

crm upshot  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 Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm upshot  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More