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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 architecture for financial organizations


Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?
In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged

crm architecture for financial organizations  can integrate salesforce.com for CRM and Projector PSA for their project time and billing requirements, thereby delivering a seamless ERP offering. Although by no means will QuickBooks identify itself as an ERP solution, nevertheless, QuickBooks' SaaS model empowers small organizations to build a solution that can meet most of their business needs. The ubiquity of the Internet has opened the ERP door to many vendors that have not had access to this market before. By leveraging the Internet, the SaaS

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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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Onyx Software: CRM Vendor Battling For Viability


Onyx Software is one of the few direct competitors of Siebel Systems with a solid chance at long-term success in the CRM market. A strong customer focus and a commitment to a 100% web-based architecture are just two of its critical success factors. Find out how Onyx is staking its claim.

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Cincom Asserts Expertise In CRM For Complex Manufacturers Part 2: Challenges and User Recommendations


While Cincom's solutions, services, experience and results should resonate well with in the complex manufacturing segment, it competes against a slew of companies with stronger brand names (not impeded by Cincom’s conservative tacit nature) and/or financial resources.

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CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know


When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex merger of processes, technologies, and culture. Additionally, a successful value chain recognizes that partners, vendors, suppliers, and employees play a vital role to ensure that customer values are both recognized and realized.

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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




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Managing Enterprise Information: Architecting for Survival and Positioning for Success in Tough Times


Today, businesses must work smarter, not just harder—and to do it, they must use information to compete. With growing demands on data resources, companies need to derive greater value from their existing information. But this information is often scattered throughout the organization. To survive in the current tough economic environment means building successful enterprise information management strategies. Find out how.

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Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment


Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for implementing a BI solution.

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Maximizer 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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Best-of-Class Financial Systems: an Alternative to ERP


In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

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Predictive Service Excellence for Printers: An Overview of Remote Service Platforms for Printer and Copier Devices


Networked printers and multifunction peripherals often require a high level of support and manual intervention. Secure remote monitoring platforms reduce device downtime by automating service alerts and meter reading, and providing proactive toner replenishment. Users benefit from improved device uptime, and manufacturers and their service partners can build proactive service relationships that can drive customer loyalty.

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