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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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 access 2002 crm templates


How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

access 2002 crm templates  CRM 2006s will have access to this functionality. Capitalizing on the Front-to-Back Office Advantage: Competition and consolidation in Mid-market CRM applications has increased considerably in the last year and will continue to grow. In May 2006, RightNow Technologies acquired SalesNet, SSA Global acquired Epiphany, and Infor subsequently acquired SSA. Additionally, CDC recently made two unsuccessful attempts to acquire Onyx Software before Made2Manage announced its intention to acquire this stand-alone C

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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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The Lesser-Known (Social) Facts about Microsoft Dynamics CRM


With the continued success of Microsoft Dynamics CRM, one wonders how the company can continue to provide innovative products and dominate the CRM market? TEC principal analyst P.J. Jakovljevic talks with the CRM product manager on how the product’s lesser-known facts, including new social collaboration and customer service capabilities, meet customers’ changing needs and sustain the product’s stronghold of the CRM market.

access 2002 crm templates  the Employee Self-Service Client Access License (CAL) was introduced. This allows limited application program interface (API) access using custom user interfaces (UIs) including the creation, update, and tracking of information stored within Microsoft Dynamics CRM regarding work, profile, and business activities. This provides both an economical licensing option for light Enterprise users and is also a great fit for Extended CRM licensing scenarios. PJ : Is it really mainly about Dynamics CRM versus sales Read More

Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2


IFS arrived over five years ago on U.S. shores, with a Christmas-bag full of software components that run from the front-office to back-office and back again. They’re here to play, to get recognized, and win some big Collaborative Commerce engagements. We’ll see if they’ve got the stuff to do it.

access 2002 crm templates  enabling mobile users to access their IFS components from wireless laptops, PDA's, or cell phones, in real time. eProcurement - Essentially a webified version of Procurement features, with hooks to their Marketplace solutions. Collaboration Portals - Provide customer, employee, and supplier with personalized, role-based interfaces to IFS applications. Includes portlet technology, whereby other information sources from within and without a company can be windowed and presented on the same screen to Read More

Adonix Expands X3 And Its "French Connection" Part 2: The Future


Adonix often comes ahead of larger global players in terms of functional fit, pricing, and understanding of the local requirements in the distribution area.

access 2002 crm templates  to give users Internet access to system functions, eliminating the need for costly, complex installation of a client interface. In other words, the company joins the no code on the client mantra proponents. The new version also enables companies to extend Adonix X3 business transaction and inquiry functions to their Web sites, making it easy to connect to customers, trading exchanges, and key business partners. Adonix Xtend uses industry standard middleware, eXtended Markup Language (XML) technologies, Read More

ACCPAC -- Being Much More Than Meets The Eye Part Two: Announcements Continued


ACCPAC continues to expand its products footprint and operations worldwide.

access 2002 crm templates  can now also quickly access the Microsoft Windows calculator from the Simply Accounting toolbar, easily edit sales tax information in the sales journal and attach user-definable fields to transactions. Approved by the American Institute of Professional Bookkeepers , ACCPAC Simply Accounting has long been popular among accountants and small business owners alike. Simply Accounting 2003 Basic and Pro carry SRPs in the U.S. of $39.99 and $89.99, respectively. Both products are available now directly from Read More

Agiline 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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Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

access 2002 crm templates  ). It gives people access to knowledge that otherwise can be hard to obtain (and I’m not talking about torrents and illegal download Web sites). The fact that people can share experiences they had in their personal or professional lives will surely benefit others. If used wisely, social media can bring huge benefits to its users and does not require important investments from them. It is true that all social media networks require registrations, therefore users need to provide personal information and Read More

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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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

access 2002 crm templates  customer relationship management, CRM, CRM system, CRM system comparison, CRM system comparison guide, on-demand CRM system comparison, on-demand CRM system guide Read More

Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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