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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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 advantage crm


ProTrak Advantage
ProTrak Advantage is the new edition of ProTrak@s CRM software. Its many features include an automated task scheduler, a workflow template manager, and mass

advantage crm  Advantage ProTrak Advantage is the new edition of ProTrak’s CRM software. Its many features include an automated task scheduler, a workflow template manager, and mass e-mail distribution with client report attachments. It uses multi-tier architecture based on a distributed component object model (DCOM) and an active data object (ADO), where the business rules are separated from the database and the client. The multi-tier architecture utilizes load balancing by creating multiple applications

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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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Documents related to » advantage crm

What’s Your Customer Experience Advantage?: New CRM Innovations from SAP Help Companies Empower Their Employees and Gain a Competitive Edge


Customer experience is now a competitive differentiator. As customers become more informed and more demanding, companies need to step outside of their comfort zone and explore non-traditional customer relationship management (CRM) areas. This paper explores a sampling of CRM improvements that allow companies to deliver a consistent customer experience to gain a competitive advantage.

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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The SaaS Advantage


More providers of traditional software solutions are moving to software-as-a-service (SaaS) models that meet today’s competitive needs for agility and real-time information, without requiring manufacturers to make a large up-front financial outlay. Confidence continues to increase thanks to pioneering SaaS providers who are able to point to a history of successful implementation. Learn more about the benefits of SaaS.

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Professional Advantage


Professional Advantage works with companies who seek to improve the performance of their business through the application of technology. Our 250-strong team in 6 offices across Australia and internationally has successfully worked with over 1000 organisations including well known companies such as AFL, Starbucks Coffee Australia, GHD, Hays Personnel, Muffin Break, Austar and many others. Our customers report strong benefits from projects executed by Professional Advantage. Examples include Austar saving close to $1.7mln per annum by implementing a new inventory system and NQR achieving an annual cost reduction of $250,000 through the implementation of an integrated retail and financial management system.In almost two decades since its founding, Professional Advantage has won numerous vendor and business awards, including being named the top Asia Pacific partner by its vendors and voted 'best value' and 'highest customer satisfaction' by the Australian Financial Review - Boss Consulting survey.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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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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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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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

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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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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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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