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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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 ambitions for pharma crm 2 0


PTC Windchill 10 for Core PLM for Discrete Industries Certification Report
PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for

ambitions for pharma crm 2 0  Windchill 10 for Core PLM for Discrete Industries Certification Report PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product

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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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Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011


Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Oracle JD Edwards EnterpriseOne 9.0 for ERP for Mixed-mode Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of mixed-mode manufacturing solutions in the enterprise resource planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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ERP Software Review: VISIBILITY.net for ETO Manufacturing


This enterprise resource planning (ERP) software review report examines ERP software by Visibility and its support for engineering-to-order (ETO) manufacturing against known benchmarks. It assesses VISIBILITY.net by Visibility for ETO manufacturing functionality and reviews the product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by Visibility. The VISIBILTY.net ERP software review identifies the features of VISIBILITY.net that distinguish it from other ETO manufacturing solutions, including its adaptability to individual business approaches, its multi-faceted management controls, and its concentration as a to-order manufacturing application. The analyst also outlines the software provider’s implementation process, support model, and target user base.

VISIBILITY.net offers a customizable and user-friendly interface and provides manufacturing efficacy as a web-based and mobile-compatible system. Through its support for complex manufacturing processes through project and product management, cost evaluation, and work order organization, VISIBILITY.net provides business management support to project-oriented manufacturers through project management procedures including cost estimation, billing, receiving, and task managing.

VISIBILITY.net achieved TEC certification status for its ERP software solution by completing TEC’s certification program which includes a demonstration of the ERP software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of VISIBILITY.net, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that VISIBILITY.net is a strong ETO manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how VISIBILITY.net can help to-order manufacturers achieve their ERP objectives.

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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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NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report


NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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Supply Chain Risk Management for Wholesale Distribution Companies: Planning for Disruption


Forward-looking companies are focusing on managing supply chain risk. The same functionality that supports supply chain network visibility, collaboration, and analytics can also enable supply chain risk management. This white paper shows that companies often actually possess the data they need, but disconnected systems impede the ability to make the right data accessible to the right people at the right time.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

This buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation. We will first describe some of the major innovations in the CRM space (e.g., cloud computing, social media and collaboration tools, mobile technology, and extended functionality), and then review their advantages and disadvantages. For each category of innovation, the guide will illustrate with real- life examples how CRM vendors provide innovative solutions to their customers and the associated benefits.

Innovation in the CRM world can be approached from two main perspectives: innovations in software, which affect the way companies manage their relationships with their customers (e.g., the ability to analyze customer feedback, for better customer service and even product development), and innovations in the market, which affect the accessibility and usability of CRM solutions (e.g., having CRM functionality available in the cloud or on a mobile device). And as the two qualities are interconnected (innovation in one arena generally leads or responds to innovation in the other), this guide focuses equally on innovations in CRM software and in new delivery models, such as cloud computing and mobile.

Throughout this guide, we consider CRM to be more than a set of tools and solutions that companies use to facilitate their interactions with customers. A complete CRM implementation includes strategies and best practices that companies define and apply in order to attract and retain customers.


Table of Contents


Preface

Customer Relationship Management: A Buyer’s Guide

TEC CRM Resources

Casebook

KANA Software Customer Success Story
Yahoo! Listens Proactively to Customers to Deliver Good Experiences

1C-Rarus Customer Success Story
1C:Enterprise 8 Implementation for Gazprom Neft–Tyumen

HarrisData Customer Success Story
Leading Manufacturer Employs RTI Software’s Closed Loop CRM to Manage Its Nationwide Customer Service Initiative

Infinity Info Systems Customer Success Story
Infinity Info Systems Streamlines Workflow for Leading Wealth Management Firm Halbert Hargrove

Microsoft Dynamics CRM Customer Success Story
Microsoft Dynamics CRM Gives BioMedix Vascular Solutions Better Insight into Business Execution

Microsoft Dynamics CRM Customer Success Story by Ignify
Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a 360-degree View of Customers and Business Operations

SugarCRM Customer Success Story
USA FACT Drives Higher Revenues with Sugar ProfessionalTM and Empowers Sales On-the-go with Sugar MobileTM


Vendor Directory

SAP Special Report


Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.



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CRM Innovations


BI for Large Enterprises

CRM innovations can be classified into four major categories: cloud computing, mobile, social, and extended functionality. Each category uses different technologies to address the needs of customer-focused companies and respond to changes in customer behavior. Many vendors innovate in two or more of these categories; others focus on one category (e.g., some traditional CRM vendors do not yet offer a cloud-computing delivery model or social functionality, but they have created strong mobile versions of their solutions).

Most of the innovative initiatives in the CRM space are contained within these four categories (but innovations are by no means limited to these categories). We consider these categories to be of the utmost importance—and this guide will focus on them— because they greatly affect the way companies manage their relationships with customers (existing or potential).



Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.

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K8 for ERP for Distribution Product Certification Report


K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

ambitions for pharma crm 2 0   Read More