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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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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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 associates alterations to customer profile


5 Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline
There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to

associates alterations to customer profile  salesforce.com, sales performance, sales prospecting, quality sales, sales strategy

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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

Document Management System (DMS)

Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates important information about the documents, to the documents (known as metadata). Most systems provide workflow engines to design and support document creation, publication, and usage. DMS solutions are often used by insurance and health care industries, government bodies, or other organizations processing high volumes of documents. 

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Documents related to » associates alterations to customer profile

From Lead to Money: A Step-by-Step Guide to More Deals in Record Time


Lead to money spans all aspects of the process from when leads are generated to when revenue is brought in. All companies have a lead to money process, but often haven’t invested the time and resources needed to streamline it. The main goal of this process is help sales close deals as effectively and quickly as possible. But there are five main processes taking place simultaneously, often disjointedly. This white paper covers each of these five processes and the way each needs to evolve to become more streamlined.

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Building the Path to Better Profits: Implementing ERP Technology to Successfully Achieve Return on Investment


When it comes to software implementations, organizations large and small share common goals of rapid deployment and return on investment. Unlike large organizations, however, smaller firms cannot rely on sizable budgets or internal teams to deploy an enterprise-wide initiative. But by following some fundamental concepts, smaller companies can make their technology investments pay off, with little disruption to the business.

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How To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients


In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider.

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The High Cost of Change for ERP: What Does it Cost to Keep Up to Date?


Companies are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after they have been installed. The question isn’t whether an ERP solution supports change, but rather at what cost? How quickly can adjustments be made, and what stresses do such changes place on the organization. To answer these questions, this paper provides results from a survey of senior finance executives.

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How to Use Technology to Support the Lean Enterprise: Achieving Profitable Growth through Lean


Many competitive businesses are implementing “lean” initiatives to expose and attack waste and setting goals for continuous improvement through Six Sigma principles. Consensus is growing that technology is key for successful lean initiatives. This white paper defines addresses the impact lean initiatives have on profitability and considers the role of information technology (IT) in enabling lean initiatives.

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The IT Tipping Point for Midsized Companies: Deciding When to Move to Tier-one ERP


Many successful midsized companies reach a point when transitioning to a tier-one enterprise application system is necessary. Transitioning to a new enterprise resource planning (ERP) system is a challenge—but it may not be as complex as you think. Learn common myths about tier-one ERP systems, as well as how ERP solutions can help you manage regulatory compliance and track performance with key performance indicators.

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Experiencing the Customer Experience: Listening to, Learning from, and Acting on the Voice of the Customer


To ensure a positive customer experience, companies must first learn what their customer values, and then determine how they are measuring up to those values. Obtaining and taking action on customer feedback is what customer experience management is all about.

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How Web 2.0 Is Transforming CRM: Leveraging Social Media to Improve the Customer Experience


With the rising popularity of Web 2.0 technologies, companies are marketing their products and services to an increasingly savvy customer base. Customers today are taking greater control of their own consumer experiences. Learn how some vendors are leveraging social computing to build our customer relationship management (CRM) communities, and building Web 2.0-based CRM applications that help customers achieve success.

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Using SumTotal Systems to Build a Structured Approach to Learning and Development


Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how.

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From Local to Hosted: The Story of One Company’s Migration to On-demand ERP


Here’s the inside story on how an international manufacturer using a traditional, local enterprise resource planning (ERP) solution shifted gears to end up with an on-demand, remotely hosted ERP system. It wasn’t the change the company originally intended, but the benefits proved too overwhelming to resist.

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