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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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Compare Software Solutions
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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 help on crm wealth management


Sweet Spots and What-Nots: Enterprise Management Software Vendor Provides Notable Solutions
Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both domestically and internationally

help on crm wealth management  relationship management, which should help firms (such as accounting practices, law offices, and other professional service companies, as well as technical services and project-based organizations) track client relationships in a more sophisticated manner than (for example) referral or word-of-mouth, which were appropriate during the start-up phase. In other words, professional services organizations trade exclusively in intellectual capital, since rather than focusing on the manufacture, sale, 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

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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Glovia On B2B Reinventing Trail


If Glovia successfully continues its reinvention as a B2B e-business transformation provider for manufacturers and service companies that want more than core ERP, the market may witness the positive reincarnation of Glovia.

help on crm wealth management  provider of software to help companies customize, distribute and manage business documents. Under the agreement, Glovia will immediately begin offering ePublish , new software powered by FormScape that dynamically automates and translates business documents exchanged by disparate systems. ePublish reportedly supports collaboration via e-mail, XML and fax, enabling trading partners to overcome the complexity of translating multiple business document formats. Whether the document originates from an ERP Read More

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.

help on crm wealth management  and enter new markets. Help your sales teams focus on strategic tasks as you increase your win rates and convert more leads into actual sales. Maintain Operational Excellence Improve efficiency and effectiveness by streamlining end-to-end business processes, enhancing service levels, and reducing costs and errors. Shorten cycle times, increase order accuracy, reduce the volume of customer calls, decrease billing disputes, and lower inventory costs with better order-to-cash processes. More reliable Read More

Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

help on crm wealth management  rich with features that help all business departments tap into the wealth of data inside compensation management systems. On the most basic level, EIM should save money on over-payment and errors, as it should integrate seamlessly with existing enterprise systems. It should reduce administration and IT support costs associated with customized legacy homegrown systems. Furthermore, improved auditing and tracking and user self-service for reports and disputes should allow for better accuracy of Read More

Customer Relationship Management: Putting Customers at the Center of the Business


No longer are customers simply sideline participants. Organizations are empowering them with a wealth of knowledge to engage in more informed decision-making. A customer relationship management (CRM) solution that encompasses all aspects of your business gives customers unprecedented visibility into the actions that impact them. Ultimately, this leads to greater accountability within the organization, and greater satisfaction among customers.

help on crm wealth management  through its ability to help companies sell but, only focuses on a portion of the customer relationship, not taking into account pervasive business processes that can affect customers. Yet nearly all facets of the organization are driven and affected by the customer relationship. Incorporating all organizational procedures across the enterprise will serve to advance these relationships and make companies more profitable. CRM systems can be very effective solutions for managing sales cycles. However, using Read More

Business Process Management as a Blueprint for Mobile Workforce Management


As service organizations strive to achieve business objectives with limited resources, there is a growing need for greater visibility into business process effectiveness. This is made more difficult by ever-changing business processes and exceptions management. This white paper explains how business process management (BPM) benefits mobile workforce management and outlines how a service-focused BPM solution enables faster BPM adoption.

help on crm wealth management  mobile workforce management,field service scheduling,field service optimization,services organizations,workforce sheduling optimization,ViryaNET,BPM,BPM and workforce management Read More

Understanding IBM Lotus Web Content Management Software


IBM Lotus Web Content Management software is IBM’s Web content management system offering. Lotus Web Content Management software provides tools to apply business rules and processes to content, helping to ensure that specific information assets from across the enterprise are delivered via Web sites and portal. This factsheet provides a detailed overview of key Lotus Web Content Management features.

help on crm wealth management  and processes to content, helping to ensure that specific information assets from across the enterprise are delivered via Web sites and portal. This factsheet provides a detailed overview of key Lotus Web Content Management features. Read More

Pathways Materials Management, Financial Management


PDG Group Model 828

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Configuration and Change Management for IT Compliance and Risk Management


To keep your IT infrastructure healthy, strong operational processes are essential to managing changes—both planned and unexpected. A streamlined, integrated approach that incorporates hardware and software assets is a key foundation for meeting regulatory compliance requirements. Find out how you can benefit from applications that enable continuous compliance with operational processes and tools—and reduce your business risk.

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Alfanar IT Solutions-Enterprise Content Management


Alfanar IT, an information technology company operating in Saudi Arabia since 1995, in partnership with OpenText is providing enterprise content management (ECM) solutions to both government and private sectors—two sectors undergoing rapid automation and thus in need of ECM solutions in Saudi Arabia. Read this paper to see how alfanar IT plans to address these market needs and the improvements expected with OpenText.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

help on crm wealth management  Customer Relationship Management Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

Risk Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept


Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Environments. This is part two of a two part white paper. Part One Risk Mitigation and Functional Requirements in Dynamic Compliance Environments.

help on crm wealth management  risk,investigation,BPS,database,criteria,compliance Read More

DP&C SmartFleet for Supply Chain Management of Transportation Management Systems Certification Report


DP&C SmartFleet is TEC Certified for online evaluation of transportation management system (TMS) solutions in the Supply Chain Management (SCM) 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, and in-depth analyst commentary.

help on crm wealth management  C SmartFleet for Supply Chain Management of Transportation Management Systems Certification Report DP&C SmartFleet is TEC Certified for online evaluation of transportation management system (TMS) solutions in the Supply Chain Management (SCM) 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, and in-depth Read More

How Integrated Facilities Management Software Automates Facilities Management


Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.”

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