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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 free demos


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

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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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Working with Smaller ERP Vendors: The Pros and the Cons


During briefings with small ERP vendors, I often hear the argument that they are more flexible and can better respond to their customers’ needs than larger vendors. The ultimate example: “You can even talk to the CEO if you need to.” But would you want to? Bypassing the usual workflows and calling the CEO (this actually really happens) may not be a recipe for the best technical support ever.

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TEC Case Study: Corona


Following several acquisitions, Colombia-based ceramics manufacturer Corona found itself with multiple enterprise resource planning (ERP) systems to manage. To find a single ERP solution that was suitable for all of its facilities, and would integrate with its existing business software, Corona turned to Technology Evaluation Centers (TEC). Learn how TEC’s selection methodology helped Corona choose the right ERP software.

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Software Selection Horoscopes for January 2008


Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

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Nurturing the Cloud Ecosystem at the Acumatica Partner Summit 2014—Part One


TEC's P.J. Jakovljevic recently attended the Acumatica Partner Summit 2014 in Denver, Colorado, where the cloud ERP vendor’s partner ecosystem gathered to collaborate and explore all things Acumatica. In a series of posts, P.J. gives a short history of the company and overview of its partner channels, then explores Acumatica’s current focus on its partner network and where the company might be headed in the future.

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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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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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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Microsoft Releases Two Dynamics CRM Online Partner Updates


Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates, Dynamics CRM Online in Open (available as of February 1, 2015) and the Cloud CRM Competency (available on March 2, 2015).

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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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Epicor CRM Software for Retail a Popular Choice to Improve Customer Experience


With various packages of customer relationship management (CRM) software for retail available on the market, two retailers recently selected Epicor’s latest CRM software release, Epicor Retail CRM 7.0, with the goal of improving customer experience. Epicor’s CRM software for retail seems to be a popular choice.

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