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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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 crm agency


Microsoft Dynamics CRM Goes to Japan
Microsoft Office 365 and Microsoft Dynamics CRM will be delivered in Japan using locally hosted versions. Microsoft is committed to giving customers the

crm agency  365 and Microsoft Dynamics CRM in Japan. Customers should expect to receive improved performance and the flexibility they have come to expect from cloud services.   This announcement comes on the heels of other recent Microsoft news in Asia-Pacific including the expansion of the Japan Geo and the general availability of Azure Cloud in Australia . These announcements in combination showcase Microsoft’s commitment to ensuring customers around the globe gain all the advantages of public cloud computing

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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 » crm agency

Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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How Government Agencies Can Do More with Less with CRM


When government agencies use a customer relationship management (CRM) solution for e-service, they can deliver timely information, put citizens in control, and improve the agency’s communication with its constituents. Citizen satisfaction will improve while you save budget dollars. And with the proper tools and technology, you can create the loyalty bond you need between your agency and your constituents.

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Lipstream Speaks to Kana


Lipstream, the company that provides voice enabled chat to Excite, also supplies Voice over IP software to eCRM vendors. Kana is the most recently announced CRM customer. Kana has voice enabled their RealTime offering to provide ecommerce sites a way to talk to their customers.

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Parature to Bolster Microsoft Dynamics CRM


Microsoft just announced that it has acquired Parature, a cloud-based customer engagement solutions provider, and will add a leading customer self-service suite to Microsoft Dynamics CRM. TEC’s P.J. Jakovljevic takes a closer look at what the acquisition means for Microsoft Dynamics customers.

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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 service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

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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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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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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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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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