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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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 banking crm vendors


CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

banking crm vendors  industries, and finance and banking is one of them. Oracle offers its CRM On Demand Financial Services Edition ; and Ciber , a major Microsoft value-added reseller (VAR), adapted Dynamics for the financial and insurance market. CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance

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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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(Forgotten) CRM and ERP Kingdoms in the Making?


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Scala and Microsoft Become (Not So) Strange CRM Bedfellows Part Three: Challenges and User Recommendations


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SAP Gives in to CRM (Part Time) Matrimony


On May 2, SAP AG, the leading provider of enterprise software applications, announced a strategic alliance with Nortel Networks to develop and integrate industry-specific CRM solutions.

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'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: Oracle


There are two ways to build enterprise application solutions: link together disparate, best-of-breed solutions, in which vendors embrace open architectures and inter-application messaging protocols, or find a one-stop-shop with all the software, functionality, and interoperability one could ever ask for. Oracle insists the latter is the best way, and it is their way. But is it best for Collaborative-Commerce? Is their vision of C-Commerce and interoperability yours as well?

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Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Improving CRM Investments: Optimizing the Customer Life Cycle with Intelligent Marketing Automation


Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness of the other parts. Find out about the six components that can lead you to having—and using—a profitable CRM system that includes a marketing automation solution.

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Datawarehouse Vendors Moving Towards Application Suites


During September, two more data warehousing vendors announced product suites that they claim offer broader integration between different data warehousing technologies. BI vendor Cognos announced "Cognos platform", a tool to build complete "BI-ready data infrastructures". Data Movement vendor Ardent Software announced "DataStage XE", which is designed to "simplify integration of multiple data sources and business intelligence tools".

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Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

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Absalon CRM


In the Absalon CRM solution we focus on supporting your business in Directing your efforts where it yields the best results, maximizing your activities in Creating new sales and Executing in order to build strong relationships over time. Absalon CRM 2011 is built upon the Microsoft Dynamics CRM 2011 platform. Microsoft set the bar high by developing the Certified for Microsoft Dynamics accreditation program. It sets a small group of proven, tested, and recommended business solutions apart from thousands of other solutions that have not met Microsoft’s highest standard for partner-developed solutions.

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