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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 for financial planners


FinancialForce ERP Summer '14 Features Enhancements in PSA and Financial Management
The cloud software vendor FinancialForce.com recently announced FinancialForce ERP Summer '14, featuring enhancements in PSA and financial management. The new

crm for financial planners  go. All ERP and CRM object data is accessible from a mobile device (e.g., recent items, accounts, opportunities, contacts, leads, orders, invoices, payments, etc.). In addition, all dashboards, conversations, and files and unstructured data (e.g., orders, invoices, credit notes, contracts, service agreements, receipts, statements, slide decks, technical specs) can also be accessed via a mobile device. Business applications have evolved from being email-centric to being feed-centric. Also, while Social

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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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