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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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 clientele crm


Clientele CRM.NET
Clientele from Epicor Software is an integrated CRM system. Clientele quickly captures, routes, organizes, and stores the information that comes out of all

clientele crm  customer support functionality. The Clientele CRM Suite is a set of enterprise CRM applications for small to midsized companies. Clientele CRM is built entirely on the Microsoft .NET platform to provide accessibility, extensibility, and integration.

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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 » clientele crm

Clientele CRM.NET Suite Gains Scalability, Smart Client from the .NET Framework and XML Web Services


When The Clientele Group of Epicor Software Corporation was faced with scalability and performance limits in their CRM software, they redesigned their application around the Microsoft® .NET Framework. A server architecture based on SQL Server™ 2000 and XML Web services removes their scalability limits, and supports multiple client applications. A smart client built with Windows® Forms gives customer support personnel a responsive application that is easy to deploy and update. A Web portal built with ASP.NET Web Forms gives authorized customers access to the same records as customer support sees internally. The new architecture can support 500 users on a single dual-CPU server, and offers many ways to scale up and out.

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Maximizer CRM Version 12 Gets TEC Certified


Headquartered in Vancouver, BC (Canada), with worldwide offices and business partners, privately owned Maximizer Software delivers customer relationship management (CRM) solutions and professional services to meet the needs of small to medium businesses (SMBs) as well as divisions of larger enterprises. With over 20 years of experience in the CRM industry, Maximizer offers one of

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Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond? Part Two: Challenges and User Recommendations


The ultimate success of Microsoft CRM will be judged by its follow-up releases. While Applix’ decision to abandon the CRM space and suddenly re-focus on BPM may be regarded as a not quite deliberate move, but rather as a sudden act of taking another plunge. Is the Applix move a harbinger of the future for smaller CRM vendors?

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Microsoft Throws .NET At SMEs, With CRM As Bait


While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its appetite will remain in check for very long.

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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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Clientele CRM.NET


When a company is selecting any piece of enterprise software, there is invariably someone assigned to "look under the hood" and evaluate the application's architecture. While this is a critical step, many organizations do not have a clear understanding of how their short and long term application needs can be directly impacted by an underlying architecture. This white paper serves as the foundation for understanding how Clientele's next generation application architecture shatters traditional enterprise software boundaries.

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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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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