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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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 application crm


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

application crm  Data , Web-based CRM Application , CRM Application Strategy , CRM Service Management , CRM Application Implementation , CRM Success Strategies , CRM System , CRM Application Integration , Hosted CRM , CRM Hosting , CRM Web Services , CRM Business Technology , Customer Relationship Management . This AberdeenGroup Executive White Paper focuses on the business value of front-to-back office integration for small and mid-market companies as well as the role of Software-as-a-Service in enhancing that value.

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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 » application crm

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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What's Wrong With Application Software? Business Processes Cross Application Boundaries


The reality of today’s application environment is that no single application meets all of the needs of a business, or frequently even the needs of a single business process, so multiple applications must work together to support business processes.

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What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses


At one time, CRM systems required a massive software investment that only the largest organizations could afford, with complex custom integrations and user interfaces that required weeks or months of training and dedicated in-house IT staff. But today, affordable, user-friendly CRM applications that are made specifically with small businesses in mind are easily available.

This is good news for small businesses, but it creates a new challenge: How do you select the best CRM application for your organization?

This white paper gives four key considerations for choosing a CRM solution, and outlines the main benefits of "going CRM" (and the features and capabilities that make them possible) based on a recent survey of more than 1,200 small business CRM users.

If your company has outgrown Excel, and using email to track your customers has become overwhelming, it's more than likely time to move to a CRM application. Read this white paper for tips on what to look for in a CRM application that will take your business to the next level.

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CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

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Business Application Research Center


Business Application Research Center (BARC) is a software industry analyst firm. BARC’s specializations include data management and business intelligence. The company also organizes conferences and runs seminars.

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

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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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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Dynamics 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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