Solution Set

Organizations are expected to meet increasingly complex customer demands, and this, along with increasing interaction volumes (due in large part to social media), means that customer relationships can no longer be managed by simple tools. In...

Template/Policy

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features for a Customer Relationship Management (CRM) Suite.

Tool

This tool will assist you in determining the value of a standalone Customer Relationship Management (CRM) Suite to your organization, as well as the best available point solutions for marketing, sales and customer service.

Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively evaluate vendor responses.

Template/Policy

Use this customizable template to create a Request for Proposal (RFP) that includes the Customer Relationship Management (CRM) features that your organization requires.

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Relationship Management (CRM) Suite.

Note

The environment in which organizations manage relationships with their customers is always changing, and new technologies are making it imperative that organizations deploy the correct customer management strategies and tools. Deciding which CRM...

Template/Policy

Use this customizable template to create a Request for Proposal (RFP) that includes the CSM features that your organization requires.

Tool

Once RFP responses have been received, organizations selecting a CSM platform need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively evaluate vendor responses.

Note

Customer service is a changing field and new technologies are making it imperative that organizations deploy the correct customer service strategies and tools. Deciding which CSM suite to select is a difficult task. Use this research to...

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Service Management (CSM) platform.

Note

IT leaders must prepare and build out an appropriate plan to survive to the end of an ERP selection and implementation project. To be successful, they must address five key challenges.

Template/Policy

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.

Template/Policy

The Info-Tech Enterprise Resource Planning (ERP) Annual Audit Template will help IT managers develop a strategy for the ongoing care, feeding, and replacement of the existing system.

Microsoft Dynamics NAV offers good functional capabilities but is experiencing challenges in the market due to its cost to operate and its transitional architecture. The impending release of Dynamics NAV 2009 promises to address these issues.

Microsoft Dynamics SL fills an important role in the Microsoft family. It offers solutions specifically for project-driven enterprises and gains from its integration with Microsoft Project and SharePoint. It suffers from stiff competition in...

Microsoft Dynamics GP offers good financial management features for small enterprises. However, its perception as a replacement technology rather than as a technological enabler of business change ultimately frustrates many projects.

Dynamics AX is the flagship of Microsoft's ERP aspirations. The technology holds promise but will benefit from increased focus on industry-specific functionality and improved roll-out methodologies.

Microsoft recently held its annual "Convergence" conference, focused on its line of enterprise business applications. Important announcements were made concerning Microsoft Dynamics ERP and CRM products as well as a significant partnership...

Use this introductory research note to gain knowledge about Enterprise Resource Planning (ERP) vendors Microsoft, Oracle, and SAP. Learn about each vendor's history, their current enterprise offerings, recent developments, and where they are...

Enterprise Resource Planning (ERP) is a popular technology for manufacturers. Info-Tech's tools for estimating ERP project costs greatly facilitate early planning decisions.

In-Depth Report

Sufficient levels of ERP security are lacking in many ERP implementations, which can cause severe financial losses due to fraud and non-compliance. Mitigate these risks through effective security processes.