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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 free presentations


Oracle (Finally) Learning and Applying Its Own CRM
After years of power struggle with its independent applications user group (OAUG), Oracle Corporation is to host its own application user group conference early

crm free presentations  and Applying Its Own CRM Oracle (Finally) Learning and Applying Its Own CRM P.J. Jakovljevic - July 19, 2000 Event Summary According to the company's press release in June, Oracle Corporation, a provider of database and software for business applications, announced Oracle Applications World, a premiere applications conference for Oracle E-Business Applications customers, partners and prospects. The first conference will be held from February 20-23, 2001 in New Orleans, Louisiana. Additionally, the first

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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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Zoho’s Mod Appeal


If you are a small or medium business and you haven’t heard of Zoho yet, you should check it out—the company might have an app for you, perhaps even for free. The name alludes to small office, home office, i.e., SOHO, although some products are suited to larger companies. The Web-based mini apps of the Zoho Office Suite are a great example of the trend of the atomization of user experience

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xTupleCon 2014—Why Open Source ERP?


Award winning open source ERP vendor xTuple recently held its user conference—xTupleCon 2014—in its home town of Norfolk, VA. Educational sessions covered not just the xTuple products but also GitHub, common EDI challenges, tools to increase sales, and more. TEC's Ted Rohm takes a look at xTuple's development, open source philosophy, products, and plans for 2015, plus what feature Norfolk Forum speaker Steve Wozniak had to say on the future of computing.

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Some Belated Insights from, well, Deltek Insight 2010 - Part 2


Part 1 of this blog series started with me lamenting my inability to attend the Deltek Insight 2010 conference. However, I recently had an in-depth post-event recap instead with Deltek’s in-the-know staff members. What then followed in Part 1 were descriptions of the major developments that transpired at Deltek Insight 2010 in terms of already released products and those

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Selecting PLM Software Solutions Part 5 - User Recommendations


This tutorial points out the significance of buyers researching PLM technology vendors before determining the short list and vendors researching the viability of the opportunity before committing time and money to a sales effort. Since a 'one-size-fits-all' product is still not quite a viable possibility, almost every product can win provided certain set of requirements. The Catch 22 for both buyers and vendors/VARs is to pinpoint the right opportunity in this ongoing 'dating game'.

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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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Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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Zavanti CRM


Zavanti CRM provides web-based sales and marketing management, delivering e-marketing and sales automation together with full lead, contact, and sales management in a single solution. Zavanti CRM is fully integrated with Zavanti ERP for financial control of a business.

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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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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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