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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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 advanced crm


7 Signs You Need Advanced Analytics for Salesforce.com (or any CRM) and Why They Matter
If you rely on the built-in analytic capabilities of CRM, you’re leaving money on the table. Because that’s what the information in your CRM system is; it’s

advanced crm  Signs You Need Advanced Analytics for Salesforce.com (or any CRM) and Why They Matter If you rely on the built-in analytic capabilities of CRM, you’re leaving money on the table. Because that’s what the information in your CRM system is; it’s money. But you can’t extract the true value of that information without an analytics application that does the heavy lifting without putting your sales team through hell. Read this white paper to see the seven signs that you are not operating efficiently 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

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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Sage 100 Advanced ERP


Sage MAS 200 ERP is suited for companies with 10 to 500 employees, this software offers features in accounting, financial reporting, distribution, manufacturing, and e-business management. A client/server platform allows for remote access support and is available on the Microsoft SQL Server platform. The core accounting features modules in A/P, A/R, Bank Reconciliation, FAS Asset Accounting, G/L, and Magnetic Media Reporting. The FAS Asset Accounting module allows for tracking of the firm's tangible assets in addition to automatically calculating depreciation. This special feature may be completely customized as per user needs.

advanced crm  100 Advanced ERP Sage MAS 200 ERP is suited for companies with 10 to 500 employees, this software offers features in accounting, financial reporting, distribution, manufacturing, and e-business management. A client/server platform allows for remote access support and is available on the Microsoft SQL Server platform. The core accounting features modules in A/P, A/R, Bank Reconciliation, FAS Asset Accounting, G/L, and Magnetic Media Reporting. The FAS Asset Accounting module allows for tracking of the Read More

7 Signs You Need Advanced Analytics for Salesforce.com (or Any CRM)


Customer relationship management (CRM) applications provide reports and dashboards, but if you rely on the built-in analytic capabilities of CRM, you’re not extracting the true value of the information in your CRM system. You need robust, easy-to-access analytics embedded right in your CRM solution. Download this white paper for seven signs that you are not operating efficiently.

advanced crm  Signs You Need Advanced Analytics for Salesforce.com (or Any CRM) Customer relationship management (CRM) applications provide reports and dashboards, but if you rely on the built-in analytic capabilities of CRM, you’re not extracting the true value of the information in your CRM system. You need robust, easy-to-access analytics embedded right in your CRM solution. Download this white paper for seven signs that you are not operating efficiently. Read More

Capitalizing on Advanced Inventory Management


Today’s distributors have an opportunity to drive performance to new levels by investing in advanced inventory management. These companies can expect to increase inventory visibility while driving down inventory costs. Learn how these kinds of inventory management initiatives can help your company strengthen customer relationships, bargain for better terms with suppliers, and generate more profitable growth.

advanced crm  Inventory Management Systems | Advanced Inventory Management | Inventory Management Software | Business Inventory Management | Key Inventory Management Challenges | Vendor Managed Inventory | Inventory Issues | Inventory Assets | Inventory Management Solutions | Reducing Inventory Costs | Disparate Inventory Management Systems | Difficult Inventory Management Challenges | Approaches to Inventory Management | Inventory Investment | Margin for Error Around Inventory Management | Warehouse Inventory Read More

Everest Advanced


Everest Advanced addresses the needs of small and medium-sized businesses (SMB) in the wholesale, distribution, and retail industries by allowing them to manage and track their business operations on-line and off-line, from the storefront to the front- and back-office. The solution offers accounting, inventory management, sales, return materials authorizations (RMA), point-of-sale (POS), shipping and receiving, and customer relationship management (CRM) functionality.  

advanced crm  Advanced Everest Advanced addresses the needs of small and medium-sized businesses (SMB) in the wholesale, distribution, and retail industries by allowing them to manage and track their business operations on-line and off-line, from the storefront to the front- and back-office. The solution offers accounting, inventory management, sales, return materials authorizations (RMA), point-of-sale (POS), shipping and receiving, and customer relationship management (CRM) functionality. Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

advanced crm  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

advanced crm  CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

advanced crm  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is Read More

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.

advanced crm  Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation, CRM vendors, CRM list Read More

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.  

advanced crm  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. Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

advanced crm  Focus Report: The Value of Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

advanced crm  ad hoc reporting wizard; Advanced business process automation (BPA) based on Microsoft Windows Workflow ; and New collaboration capabilities with Microsoft Office Communications Server 2007 including real-time presence indicators within the CRM application; The new release of Microsoft Dynamics CRM has been in extensive use over the past year by more than 600 partners around the world and more than 100 early access customers representing a broad range of on-premise, partner-hosted and Microsoft-hosted Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

advanced crm  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

advanced crm  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional Read More