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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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 blueprint crm


Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

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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 » blueprint crm

CRM ROI: Creating a Business Case


Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation.

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Scala and Microsoft Become (Not So) Strange CRM Bedfellows


The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the participants that compete in the other enterprise applications fields, will it last? For the time being, Microsoft will likely be content to help Scala attack or keep the satellite divisions of its bigger competitors, particularly those of their common rival - SAP.

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Creating Business Value with Communication-enabled CRM Processes: Enhancing Marketing, Sales, and Service


Customer relationship management (CRM) issues can often be traced to ineffective processes involving human communication. But you can overcome the limitations of marketing, sales, and service processes. With communication-enabled business processes—powered by communications systems integrated with business applications—you can have more visibility into interactions and improve your end-to-end performance. Learn more.

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Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond?


While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may, on the other hand, indicate that the niche CRM vendors without a clear differentiating value proposition have not much to look for there in the long run.

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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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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


Find out about listing andsponsorship options. To learn more aboutsponsorship opportunities, please complete this brief questionnaire or contact us...

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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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