X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm at


Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+
I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM

crm at  contest based on pure CRM functionality? You can find the results below. Results For this showdown, we looked at five standard CRM modules. To eliminate any chance of bias and to ensure a level playing field, all 1,363 criteria that make up the modules and submodules 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 As you can see in the chart below, straight, out-of-the-box Microsoft edged out

Read More


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.  

Evaluate Now

Documents related to » crm at

A Quick Look at Version 6.5 of Sugar CRM Professional


Sugar CRM announced the latest version of its customer relationship management (CRM) solution at Sugarcon 2012, its annual conference. After the event, I had a very interesting conversation with Jan Sysmans, senior director of product marketing, and Chris Bucholtz, editor-in-chief of CRM Outsiders, and would like to share the most interesting findings here with you. Version 6.5

crm at  Sugar CRM Professional Sugar CRM announced the latest version of its customer relationship management (CRM) solution at Sugarcon 2012 , its annual conference. After the event, I had a very interesting conversation with Jan Sysmans, senior director of product marketing, and Chris Bucholtz, editor-in-chief of CRM Outsiders, and would like to share the most interesting findings here with you. Version 6.5 offers more than enhanced functionality—it is based on the new approach Sugar CRM is taking to address Read More

Microsoft Dynamics CRM Blitzes Banks at Sibos


At the recently held premier global financial services event Sibos in Boston, Microsoft Dynamics’ customer relationship management (CRM) team shared the benefits it is delivering for banking customers such as RBS-NatWest, The Saudi Investment Bank, and others with Microsoft Dynamics CRM, which enables these companies to personalize their customer experiences and improve their operational efficiency.

crm at  Dynamics CRM Blitzes Banks at Sibos At the recently held premier global financial services event Sibos in Boston, Microsoft Dynamics ’ customer relationship management (CRM) team shared the benefits it is delivering for banking customers such as RBS-NatWest, The Saudi Investment Bank, and others with Microsoft Dynamics CRM , which enables these companies to personalize their customer experiences and improve their operational efficiency . The financial services industry is changing and a renewed Read More

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.

crm at  practices, or need advanced CRM functions such as product configuration, content management, personalization and relationship optimization, will have to look at more sophisticated offerings. Microsoft has not garnered sufficient experience in the enterprise level business application market, and has not developed a strong mind-share among the C-level executives (decision makers) at the larger corporations. Nonetheless, the chances that the giant will remain content for long with the current capabilities Read More

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.

crm at  first step in the CRM shopping process is speaking to someone at a CRM organization about the product. Don’t expect to do so immediately, or you will be sorely disappointed. Once you have inquired about a product, either through an online form or email or with a phone call, you must first deal with the call screener. This means spending five to 10 minutes explaining what exactly your company does, who you are, how to contact you and what you wish to accomplish with the selected CRM product. Step 2 - Read More

CRM Solutions Buyer's Guide


CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features.

crm at  Solutions Buyer's Guide CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features. Read More

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

crm at  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Infor ERP SyteLine CRM


Infor CRM for SyteLine is a web-based customer relationship management application that provides sales force automation, marketing, quote, order, and support management. Infor CRM is built specifically for mid-market manufacturers that need to manage the entire customer process from lead origination through order placement and customer service. With tight integrationto SyteLine, CRM provides a connection between front- and back-office. CRM streamlines sales and customer services processes, decreasing the cost of sales and cost to server.  

crm at  ERP SyteLine CRM Infor CRM for SyteLine is a web-based customer relationship management application that provides sales force automation, marketing, quote, order, and support management. Infor CRM is built specifically for mid-market manufacturers that need to manage the entire customer process from lead origination through order placement and customer service. With tight integrationto SyteLine, CRM provides a connection between front- and back-office. CRM streamlines sales and customer services Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm at  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

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.

crm at  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. Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm at  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More

Compiere Open Source ERP & CRM


Compiere Open Source ERP & CRM is a complete business solution for small-to-medium enterprises worldwide, particularly those in the service and distribution industry, both retail and wholesale. Compiere Open Source ERP & CRM has integrated Web Store, covering material management, purchasing sales, accounting, and customer relations management.

crm at  Open Source ERP & CRM Compiere Open Source ERP & CRM is a complete business solution for small-to-medium enterprises worldwide, particularly those in the service and distribution industry, both retail and wholesale. Compiere Open Source ERP & CRM has integrated Web Store, covering material management, purchasing sales, accounting, and customer relations management. Read More

Compare Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less


How can we provide you with an accurate. CRM software comparison or an accurate process enterprise resource planning software comparison in 10 min...

crm at  Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less How can we provide you with an accurate CRM software comparison or an accurate process enterprise resource planning (ERP) software comparison in 10 minutes or less? Simple. We poll the leading CRM / leading process ERP vendors on how well their solutions support the full range of CRM / process ERP features and functions. After verification, we load their responses into our online decision support system (DSS).* This means you Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

crm at  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

crm at  CRM Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Read More