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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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 crm buyer s guide


YOur CRM Solution in Our 2011 CRM Buyer's Guide
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crm buyer s guide  CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software

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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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TEC Lean and Green Manufacturing Buyer’s Guide


While the need for sustainable development is affecting how organizations do business, the idea of environmental and corporate responsibility as value drivers is still relatively new. Many companies are just beginning to adopt an approach that provides measurable results. Learn how reducing waste and creating efficiencies within your company can make a difference to the environment, the economy, and your bottom line.

While the need for sustainable development is affecting how organizations do business, the idea of environmental and corporate responsibility as value drivers is still relatively new. Many companies are just beginning to adopt an approach that provides measurable results. Learn how reducing waste and creating efficiencies within your company can make a difference to the environment, the economy, and your bottom line.

In this lean and green buyer’s guide, we’ll discuss some of the challenges that companies are facing in light of the changes to the economy as well as the pressures of “going green.” We’ll talk about some of the highlevel changes your business can make, with a focus on operational efficiency and on how lean and green practices can both lead to the same result: efficiency equals sustainable business. We will also feature information about some of the vendor offerings targeted at companies looking to adopt or improve their “green business strategies.” The products covered in this guide address various areas within the scopes of both “lean” and “green,” including lean manufacturing, environmental management, operations management, compliance regulations, and more.

We’ve included customer success stories to illustrate how product lifecycle management (PLM), enterprise asset management (EAM), and enterprise resource planning (ERP) solutions have helped companies like yours deal with their environmental concerns. For your convenience, there is also a vendor directory to assist companies that are looking for a “sustainability enabling” solution.

We hope this report will provide you with enough insight about the current state of the market—with respect to both lean and green—to help you start making a few decisions about how your company can make a change for the better. We think you’ll find this guide a useful tool for determining which type of solution is best suited to your company’s business model and particular needs.


Table of Contents


Executive Overview
Lean, Green, and Everything in Between

Thought Leadership
Corporate Social Responsibility: Using Technology to Become More Lean and Green

Case Study
Mitsubishi Heavy Industries Increases Scheduling Efficiency with Asprova

Case Study
Lean in Action: Manufacturer Cuts Lead Time from Four Weeks to Four Days

Case Study
InkCycle Makes Green Ink, While Staying in the Black

Case Study
A Pragmatic Approach to Gaining Business Efficiencies

Case Studies at a Glance
TEC Analyst Perspective



Download the full copy of the TEC 2009 Lean and Green Buyer’s Guide for manufacturers.



Report Preview


State of the Market: Lean and Green


Today’s need for sustainable development (economic, social, and environmental) is increasingly affecting how organizations do business. But the areas of environmental and corporate responsibility are still relatively new to businesses as concepts that drive value. And even though these concepts are rapidly growing in importance, many organizations are still in the early phases of adopting an approach that provides measured results.

The state of market in “green” is improving—albeit at a very slow pace—as organizations learn the value of integrating environmental thinking into their operations, and find more and more ways to align green thinking with their business strategies and goals.

This need for change affects businesses, municipalities, government, and resource-extractive industries like manufacturing. Some of the major influences affecting these organization’s environmental sustainability decisions are regulations and standards, competitive position, and public confidence. In fact, there is a great deal of reputation at stake, since public consciousness towards environmental issues is growing.

Today’s stakeholders (customers, investors, etc.) want to put their money into companies that are sustainable. If businesses don’t take an interest in the environment—and their impact on it—it reflects very poorly on their interest in their bottom line. The current economic situation being what it is, companies cannot afford “bad press,” and it’s in their best interest to realign their business strategies to include environmental awareness. Equally (if not more) important is the fact that green initiatives have a high return on investment (ROI) and end up paying for themselves through cost savings on resources, energy, carbon taxes, etc.

Today’s environmental challenges in business are vast, and range from financial burdens (such as rising energy, input, and transportation costs), to waste disposal and regulatory issues (minimizing/reducing waste), to accountability and sustainability—which can make the decision to go green both complex and convoluted.


Download the full copy of the TEC 2009 Lean and Green Buyer’s Guide for manufacturers.

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Buyer’s Guide: Managed Hosting Services


Hosting a Web site in-house can be expensive, as it requires the necessary hardware and software and power and security precautions—not to mention the cost of bandwidth. To reduce costs and increase both security and performance, some companies are turning to “shared” solutions such as managed hosting and colocation. Before implementing one of these solutions, learn what your options are, and the questions to ask vendors.

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Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

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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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Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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