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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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 crm pipeline manager


8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative
It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well

crm pipeline manager  business processes and measure CRM in its supply chain solutions division. Multiple silos of customer information and a lack of visibility into its global sales pipeline hindered the company s effectiveness in retaining customers, responding to opportunities, and closing deals. The most compelling CRM solution for them was a Web-based one so that they could quickly deploy it without getting internal IT staff involved. Sales visibility was non-existent and processes were all very manual prior to

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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 pipeline manager

Selligy Takes Mobile CRM to New Levels


Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their smartphones. Selligy's activity-based mobile application uses the context of the mobile phone—including location, calendar, e-mail, and mobile data—to bypass time-consuming and manual processes found in most customer relationship management (CRM) systems.

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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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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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How to Choose the Right Hosted CRM Solution for You


How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing a hosted CRM solution that’ll provide the benefits of an on-premise CRM solution without the need for a complex implementation or the assistance of an in-house IT team. Hosted CRM is a cost-effective solution that promises a quick return on investment (ROI).

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Maximizer 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.

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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.

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


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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