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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 core functionality


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

crm core functionality  The functionality-matrix breaks the CRM software solution into its core modules: Sales Force Automation (SFA) , Marketing Management and Customer Support. Each core module is then broken down into the major sub-processes. For example, SFA breaks down into Account Management, Contact Management, Activity Management, Opportunity Management and Sales Forecasting. CALL SCRIPTS Customizable call scripts permit user-defined questions, permissible answers and scoring Ability to categorize call scripts by script

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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

Configure Price Quote (CPQ)

Configure, price, and quote (CPQ) solutions (sometimes known as quote-to-order, or Q2O, systems) help drive sales effectiveness by supporting configuration and pricing activities and the generation of quotes that occure during the sales process. CPQ solutions create accurate and professional sales quotes for complex, custom-engineered or customizable products while streamlining core processes and lowering costs. Common features of CPQ software include product catalog and pricing functionality, product visualization, and support for channel sales.  

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Documents related to » crm core functionality

Global ERP Functionality Delivered


Today, global trade management issues affect small and midsized businesses (SMBs) and large multinationals alike. While enterprise resource planning (ERP) is a key component of any globalization strategy, not all ERP vendors offer the same degree of localization. Before undertaking an ERP implementation, it’s important to understand the extent to which each vendor provides international support and functionality.

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Microsoft to Add "Encore" Functionality to MBS Great Plains 8.0 Part One: Event Summary


By adding nonprofit and public sector accounting capabilities to the forthcoming MBS Great Plains 8.0 release via acquiring a former independent software vendor (ISV) partner Encore Business Solutions, Microsoft Business Solutions (MBS) may find a way to counteract its archrival Best Software's superiority in the target market.

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(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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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 Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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TEC 2013 CRM Buyer's Guide for Medium and Large Enterprises


Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do business.

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Core Analytx


Core Analytx Inc. is a software company based in Toronto, Canada, focused on delivering analytic software solutions. The solutions designed and implemented by Core Analytx are ideal for data-driven enterprises to help solve complex data challenges. Solutions include regulatory and reporting compliance for financial institutions as well as forecasting for the retail and manufacturing industries. The software is delivered on premise or as a service over secured data centers.

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