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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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 best crm for financial planners


Why BI Is Ripe Now for Businesses of Any Size
Businesses of all sizes need real insight into operations and customers@to do their planning, forecasting, modeling, and adjusting based on data that’s current,

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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 » best crm for financial planners

Enterprise Information Management: Strategy, Best Practices, and Technologies on Your Path to Success


New data sources, unstructured data, and greater volumes of data than ever before are creating an information overload. Plus, customers’ demands for faster service stress front-office applications, while parallel demands from internal users place greater demands on back-office systems. Before you discover that your data quality has been rendered ineffective, consider adopting enterprise information management (EIM).

best crm for financial planners  and IT, is the best first step. EIM Strategy Not surprisingly, many organizations implement portions of EIM without realizing it. A common example of this is a firm that was desperate to provide a sales contact and pipeline tracking tool to its diverse and geographically distributed sales force. The firm wanted a system that all sales people could use; all data was stored in a single centralized repository; it included standardized and robust reporting for both contacts and weekly activity; and it was Read More

TEC Industry Watch: Enterprise Software News for the Week of July 2, 2012


SOFWARE SELECTIONS AND IMPLEMENTATIONSD@K Engineering selects Aras Enterprise PLM software Industry tags: PLM, complex electromechanical products and equipment "This was a head-to-head win over Oracle’s incumbent Agile PLM solution. Aras was reportedly selected as a replacement for its openness (interconnectivity) and flexibility. Free and open source PLM software is becoming increasingly more

best crm for financial planners  retail functionality, embedded industry best practices, scalability, and references from leading world-class retailers. —Aleksey Osintsev, TEC Analyst •  Oracle profile IMCO Engineering & Construction selects IFS Applications Industry tags: Construction Based in Kuwait and Qatar, IMCO will implement IFS Applications, primarily to support its day-to-day operations across the Middle East. Requirements were naturally for multicountry and multicurrency support, project management and contract Read More

SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

best crm for financial planners  user groups worldwide. The best examples include RosettaNet for the high tech and electronics industry, Chemical Industry Data Exchange ( CIDX ) for the chemical industry, Petroleum Industry Data Exchange ( PIDX ) for oil and gas, and Automotive Industry Action Group ( AIAG )/ Standards for Technology in Automotive Retail ( STAR ) for the automotive industry. For instance, the Chemical Industry Data Exchange (CIDX) ( http://www.cidx.org ) is a nonprofit, industry-funded standards body whose mission is to Read More

SaaS Buyer's Guide for Wholesale and Distribution


SaaS, despite its phenomenal popularity, is certainly not one-size-fits-all. You need to consider decision criteria such as fit, return on investment, and risk. Learn how SaaS works, who the major vendors are, how SaaS can help your business grow, and how to find the SaaS solution that’s right for you. It’s all in this comprehensive SaaS Buyer’s Guide for Wholesale and Distribution from TEC and SupplyChainBrain.

best crm for financial planners  comes pre-configured based on best practices to further simplify and expedite the implementation process. This translates into faster, less complex implementation projects. This, along with the fact that customers invest little upfront capital, means customers receive the benefits provided by the system as soon as they go live; they achieve a faster return on their investment. Reduced Cost of Ownership With Epicor Express, customers pay only for users that actually use the software. They don't need to Read More

Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

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Steps for Selecting Business Software Solutions: A How-To Guide for Growing Companies


This workbook is designed to help firms that are in the process of investigating their need for more advanced business management and accounting software. Companies have a wide variety of potential software and system needs based on their size and industry. Determining exactly where a company stands in terms of needs and current technology will be necessary for deciding the exact approach it should take toward upgrading. This document has two types of information designed to make this process easier: interactive self-assessment tools and educational text based on IDC research covering the small and medium business (SMB) and enterprise applications markets.

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IntegrateIT ERP 123 V7.2.561 for ERP for Distribution Product Certification Report


Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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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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.

best crm for financial planners  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. Read More

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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Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report


Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting 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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Lectra First PLM Software Vendor to Achieve TEC Certification for PLM for Fashion and PLM for the Distribution of Fashion Products and Accessories


Paris, January 4 2011 — Lectra, the world leader in integrated technology solutions for industries using soft materials—textiles, leather, industrial fabrics, and composites—has announced that Lectra Fashion PLM V2R2, its product lifecycle management solution designed specifically for the fashion industries, has just been awarded certification from TEC. Lectra Fashion PLM is the only solution to have achieved TEC certification in the fashion and fashion products and accessories distribution sectors.

best crm for financial planners  required to make the best choice. TEC is the leading online technology research company, with 1.6 million registered members and more than 3.5 million monthly online visitors. TEC offers, among other things, decision support software (DSS) enabling stakeholders to objectively identify the software solutions best suited to their operational, technical, and performance optimization requirements. The evaluation method developed by TEC determines the ability of solutions to meet the needs and priorities Read More

IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing 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.

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Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems


To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on the cost benefit for EDMS/ERMS.

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