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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 eai


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

crm eai  minute session at a CRM conference and you'll realize how immature, complicated, and confusing the EAI marketplace still is. He'll talk to you about four different types of EAI (Data level, Application interface level, Method level, and User Interface level); he'll tell you that EAI is expensive; and he'll explain why the existing EAI methods fall short of their promises (security issues; non-real-time data transfer; customer coding requirements, among other issues). As an aside, for in-depth

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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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Documents related to » crm eai

The Lexicon of CRM - Part 1: From A to I


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM.

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systemfabrik Releases an EAI Product?


With the announcement of the immediate availability of Warehouse Workbench 4.0 (WWB), systemfabrik, originally an Extract/Transform/Load (ETL) vendor, is attempting to move into the EAI space. Whether the product can actually accomplish EAI remains to be seen.

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Analysis of Novell and EAI Vendor Talarian Alliance


Novell«, Inc. and Talarian« Corporation today announced a technology and marketing alliance in which the companies will work together to embed Talarian's real-time infrastructure software in Novell products and make it available to the worldwide community of Novell developers and users. The alliance combines Novell's directory technology with Talarian's real-time middleware.

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Is J.D. Edwards's CRM 2.0 (With more than 200 Enhancements) Good News?


When it comes to touting 200 product enhancements, what J.D. Edwards is saying is that ease of integration is important to mid-market companies because they have less flexibility for trial and error. J.D. Edwards's CRM implementation success through its existing customer base will testify to the reliability of its enterprise integration and what remains, is to verify the product's ability to fit verticals needs.

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EBSuite CRM


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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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Dynamics 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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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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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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CRM Software Review: Pivotal CRM


This customer relationship management (CRM) software review report examines the CRM software by Aptean and its support for manufacturing industry customers against known benchmarks. It assesses Pivotal CRM by Aptean for customer relationship management functionality and reviews the product’s support capacity with a focus on:

  • Sales Force Automation
  • Marketing Automation
  • Customer Support
  • Analytics and Reporting
  • Extended CRM

The report contains an independent analyst’s review of the CRM software based on a demonstration provided by Aptean. The review identifies the features of Pivotal CRM that distinguish it from other CRM solutions, including its partnership with QlikView to offer optimized intellectual property and data analytics capabilities and its ability to integrate with Aptean’s other ERP solutions. The analyst also outlines the software provider’s implementation process, support model, and target user base.

Pivotal CRM is a solution for manufacturing industry customers that is particularly ideal for clients in the financial services and discrete and process manufacturing sectors. Pivotal CRM provides CRM support to businesses through sales force automation, marketing management, and service management support.

Pivotal CRM achieved TEC certification status for its CRM software solution by completing TEC’s certification program, which includes a demonstration of the CRM software’s support for specific real-world business processes and a detailed functional benchmarking analysis.

Based on a demonstration of Pivotal CRM, a TEC analyst has assessed the CRM software’s features, evaluating the software against known industry benchmarks, to determine that Pivotal CRM is a strong CRM system

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how Aptean’s Pivotal CRM can help businesses achieve their customer relationship management objectives.

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