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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 reviewing for health care management


The Wizardry of Business Process Management - Part 2
Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts-and-parcels, and the software category’s

crm reviewing for health care management  disjointed) customer relationship management (CRM) applications for financial services and health care, and was doing sort of OK. While those applications dealt with process issues, they were not BPM solutions per se . But the latest inflection point took place in 2004 when Pega rewrote its product suite yet again, this time with the idea of empowering both business users and IT staff to “Build for Change (BFC).” The idea behind this now trademarked slogan is that companies can deliver value  more

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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

Documents related to » crm reviewing for health care management

ERP Issues for the Midsized Life Sciences Company


What makes your enterprise resource planning (ERP) requirements difficult for most vendors to satisfy? As a life sciences company, you have operational processes that set you apart from other manufacturing companies. And, your regulatory requirements, including 21 CFR part 11, aren’t like those of any other industry. The challenge is to manage compliance risks and compliance costs. Learn about an ERP compliance strategy.

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Waking Up to a “New Day” at Infor


Moving away from the relentless acquisitions of the past, Infor is waking up to a brand new day, marked by innovative product development that will change the way work is done. TEC principal analyst P.J. Jakovljevic looks at how the vendor has become a formidable opponent to SAP and Oracle, and examines all the components of Infor10, a new generation of enterprise software that allows the seamless execution of business processes.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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The Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management


Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and supportable IT infrastructure.

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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.

This buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation. We will first describe some of the major innovations in the CRM space (e.g., cloud computing, social media and collaboration tools, mobile technology, and extended functionality), and then review their advantages and disadvantages. For each category of innovation, the guide will illustrate with real- life examples how CRM vendors provide innovative solutions to their customers and the associated benefits.

Innovation in the CRM world can be approached from two main perspectives: innovations in software, which affect the way companies manage their relationships with their customers (e.g., the ability to analyze customer feedback, for better customer service and even product development), and innovations in the market, which affect the accessibility and usability of CRM solutions (e.g., having CRM functionality available in the cloud or on a mobile device). And as the two qualities are interconnected (innovation in one arena generally leads or responds to innovation in the other), this guide focuses equally on innovations in CRM software and in new delivery models, such as cloud computing and mobile.

Throughout this guide, we consider CRM to be more than a set of tools and solutions that companies use to facilitate their interactions with customers. A complete CRM implementation includes strategies and best practices that companies define and apply in order to attract and retain customers.


Table of Contents


Preface

Customer Relationship Management: A Buyer’s Guide

TEC CRM Resources

Casebook

KANA Software Customer Success Story
Yahoo! Listens Proactively to Customers to Deliver Good Experiences

1C-Rarus Customer Success Story
1C:Enterprise 8 Implementation for Gazprom Neft–Tyumen

HarrisData Customer Success Story
Leading Manufacturer Employs RTI Software’s Closed Loop CRM to Manage Its Nationwide Customer Service Initiative

Infinity Info Systems Customer Success Story
Infinity Info Systems Streamlines Workflow for Leading Wealth Management Firm Halbert Hargrove

Microsoft Dynamics CRM Customer Success Story
Microsoft Dynamics CRM Gives BioMedix Vascular Solutions Better Insight into Business Execution

Microsoft Dynamics CRM Customer Success Story by Ignify
Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a 360-degree View of Customers and Business Operations

SugarCRM Customer Success Story
USA FACT Drives Higher Revenues with Sugar ProfessionalTM and Empowers Sales On-the-go with Sugar MobileTM


Vendor Directory

SAP Special Report


Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.



Report Preview


CRM Innovations


BI for Large Enterprises

CRM innovations can be classified into four major categories: cloud computing, mobile, social, and extended functionality. Each category uses different technologies to address the needs of customer-focused companies and respond to changes in customer behavior. Many vendors innovate in two or more of these categories; others focus on one category (e.g., some traditional CRM vendors do not yet offer a cloud-computing delivery model or social functionality, but they have created strong mobile versions of their solutions).

Most of the innovative initiatives in the CRM space are contained within these four categories (but innovations are by no means limited to these categories). We consider these categories to be of the utmost importance—and this guide will focus on them— because they greatly affect the way companies manage their relationships with customers (existing or potential).



Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.

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Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

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Macola ERP Supply Chain Management (SCM): Supply Chain Management (SCM) Competitor Analysis Report


Criteria in this knowledge base pertain to managing supplier, manufacturer, wholesaler, retailer, and customer business processes. Addressing demand management, warehouse management, international trade logistics, transportation execution, and many other issues for a complete solution, this knowledge base will support your evaluation of an SCM suite.

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Intelligent Workload Management


Computing infrastructure today though versatile must be used wisely. Intelligent workload management (IWM) allows for efficient consumption of computing resources while ensuring business tasks are supported by all needed resources—and that this is all done securely. IWM tools support the building, management, monitoring, and securing of workloads. See how to run your cloud computing system with leading-edge technology.

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ERP Software Review: Jobscope Enterprise Edition (JEE) version 16 for ERP for ETO Manufacturing


This engineer-to-order enterprise resource planning (ETO ERP) solution software review report examines the ERP software by Jobscope and its support for business management processes against known benchmarks. It assesses Jobscope Enterprise Edition (JEE) for ERP functionality and reviews the product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Discrete Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by Jobscope. The review identifies the features of JEE that distinguishes it from other business process management solutions, including its online order entry, tracking, modification, and inquiry tools, its entire suite license approach, and its task performance managing functions accesses through an intuitively navigated interface. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

JEE achieved TEC certification status for its ERP software solution by completing TEC’s certification program, which includes a demonstration of the ERP software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of JEE, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that JEE by Jobscope is a strong ETO manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how JEE can help businesses achieve their ETO ERP objectives.

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Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

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