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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 estate real software


Epicor Software Corp.: Completing Painstaking
Epicor Software is one of the first vendors and possibly the only mid-market vendor able to natively embrace customer and supplier activities tied to a core

crm estate real software  Challenges), and to enhancing CRM and e-Commerce offerings, possibly through strategic product alliances with competitors. We also encourage the company to consider continuing its stream of wise acquisitions within fragmented industries that might be ripe for a consolidation (see above-mentioned industries). User Recommendations We generally recommend including Geac in a long list of an enterprise application selection to mid-market and low end tier 1 companies (with $100M-$2B in revenue), based on a

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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 estate real software

TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Five: Challenges and User Recommendations


Best Software/Sage is a company that delivers products based on savvy understanding of its customers' needs, of the competitive forces in the market, and on constant adaptability. It is still standing on top of the hill in many SME markets, and it is typically a much more difficult task for anyone to capture the hill than to defend it.

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TEC Industry Watch: Enterprise Software News for the Week of August 13, 2012


SOFTWARE SELECTIONSSwiss investment bank UBS selects cloud-based Oracle’s Fusion Human Capital ManagementIndustry tags: Finance and Banking "With extensive worldwide operations, UBS provides its clients with wealth management, asset management, and investment and (in Switzerland) retail banking. A cloud-based HCM solution indeed can be a good option, technically. Traditionally there have been

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Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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Global Software


Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations worldwide, Global Software’s products are used in 39 countries. Global's European headquarters are in London, UK, and they have distributors in the United Kingdom, Canada, Australia, Italy, Spain, Mexico, New Zealand, Germany, Switzerland, France, Denmark, and Israel.

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Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

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Software Test Tools Software Evaluation Report


Tools exist to support software testing at all stages of a project. Some vendors offer an integrated suite that will support testing and development throughout a project's life, from gathering requirements to supporting the live system. Some vendors concentrate on a single part of that life cycle. The software test tools Software Evaluation Report provides functional criteria you might expect from a testing tool, the infrastructure that supports the tool, and an idea of the market position of the vendor.

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BNA Software


Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company's programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and offers technical support as well as a fixed-asset data conversion service. The company is located in Arlington, Virginia (US).

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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.

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iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

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