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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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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.
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 crm compare to excel


How to Embrace CRM and Make it Succeed in Your Organization
Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » crm compare to excel

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

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Vendors Harness Excel (and Office) to Win the Lower-end of Business Intelligence Market


Small and medium businesses wanting the benefits of business intelligence (BI) without having to implement a large enterprise system may find a viable option in Excel-based BI and analytics tools that leverage add-in applications from vendors.

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CRM Testing Throughout Implementation


In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance testing involves three basic flavors: user acceptance, operational acceptance, and contractual acceptance. While it is not the only step involved when implementing a CRM system, testing is a fundamental way of finding information and will help you judge a system’s returns and pitfalls.

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Want to Know How to Survive in a Down Economy? Then Look in Your Warehouse!


When I speak with distribution executives nowadays, they all say the same thing: “We are struggling to keep our heads above water because of the economy.” However, before the economy took a turn for the worse, they talked about low profit margins, high inventory levels with low turns, and an erosion of their profitability because of their warehouses. I am often forced to ask, “Is the economy

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RedPrairie: Enabling End-to-End Supply Chains (from Manufacturer to Retail Shelf)


RedPrairie provides best-of-breed supply chain execution, workforce, and all-channel retail solutions designed to streamline and expedite the flow of goods from raw materials into the hands of the consumer. In this article, TEC senior analyst P.J. Jakovljevic describes how the company has positioned itself through its acquisitions, outlook, and integration initiatives to be able to fulfill its “Buy Anywhere—Fulfill Anywhere” philosophy.

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Informix to Acquire Ardent Software-Another Vendor's Attempt at End-to-End Data Warehousing


Informix« (NASDAQ: IFMX) and Ardent Software (NASDAQ: ARDT) today announced that they have reached a definitive agreement to combine their operations in a transaction valued, on a fully diluted basis, at approximately $880 million, based on the closing price of Informix common stock on November 30, 1999. The combination creates a $1 billion company in open software infrastructure for what Informix refers to as the "i.Economy". Ardent's components and solutions will continue to be marketed independent of the underlying database technology.

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Quote-to-order: One Big, Lean Machine Adds High Tech to Its Mix


BigMachines differentiates itself in the quote-to-order (Q2O) sphere due to its solutions’ lean end-to-end, inquiry-to-order focus. Although there are other vendors offering Q2O as a service, BigMachines product is arguably more flexible, as high tech manufacturers may be noting.

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How to Use Technology to Support the Lean Enterprise: Achieving Profitable Growth through Lean


Many competitive businesses are implementing “lean” initiatives to expose and attack waste and setting goals for continuous improvement through Six Sigma principles. Consensus is growing that technology is key for successful lean initiatives. This white paper defines addresses the impact lean initiatives have on profitability and considers the role of information technology (IT) in enabling lean initiatives.

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Everything You Ever Wanted to Know About LMS But Were Afraid to Ask-Well Maybe Not Everything!


Today, if a company wants to retain its employees, it must take great strides to make their jobs more rewarding. To give their employees the learning experience they’re looking for, many organizations are now implementing learning management systems (LMSes).

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