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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 in the cloud


When ERP and CRM Connect in the Cloud
In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s

crm in the cloud  ERP and CRM Connect in the Cloud In 2010, Plex Systems , after several years of obscurity, became widely recognized as the provider of Plex Online , an enterprise resource planning (ERP) solution in the cloud. For more detailed background information on this company and its product, see TEC ’s recent Certification Report as well as my 2010 blog series on Plex . The privately held company is just closing its 2010 financials, and Plex’s current state of affairs looks like this: A 27 percent growth in

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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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Business Benefits of CRM in the Cloud for Midsize Companies


Midsize companies are increasingly recognizing the benefits of cloud computing--it's cost-effective and flexible. This paper identifies four key business requirements for successful implementation of customer relationship management (CRM) cloud applications and examines how one CRM cloud solution in particular meets these requirements and enables midsize companies to realize their growth aspirations.

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Microsoft Releases New Version of Power BI, Improves BI in the Cloud


Microsoft recently released a new version of Power BI, bringing improvements in functionality, as well as analytics services for non-technical users. TEC BI analyst Jorge García reviews the major changes to Power BI, including connection to new data sources and new visualization and analysis capabilities, and Microsoft's approach to providing a complete data platform for its customers. Get the details in Jorge's article.

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Microsoft Dynamics CRM 2013 to Be Released in the Fall


Microsoft Corp. has announced that its 2013 release of  Dynamics CRM—to be available this fall—is designed to make business personal by enhancing mobile support and social capabilities, as well as by providing contextual information to customer-facing professionals. Microsoft Dynamics CRM 2013 can be delivered both on premises and in the cloud. Main capabilities include

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Won’t Get Fooled Again: The 5 Worst Buzzwords in the CRM Industry Today


Going through our article archives, I stumbled across Glen Petersen’s excellent article A Lexicon for CRM Success. Petersen takes aim at key buzzwords in the CRM industry, and I thought it’d be worth summarizing his list of the worst offenders--and his thinking about why they belong in the trash can. An internationally recognized speaker, writer, practitioner, and thought leader in

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Service Lifecycle Management - Tapping into the Value of the Product Aftermarket


Product Lifecycle Management (PLM) addresses the full lifecycle of a product. The focus of most of the current PLM solutions, however, does not make the most of the value available from servicing products after they have been sold. Service Lifecycle Management (SLM) promises valuable business benefits after a product has been shipped to the customer, tapping into the value of the product aftermarket.

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Measuring the Success of Lean: Selecting the Best Mileposts for the Never-ending Journey


As manufactures adopt lean principles, the process inevitably involves developing metrics for measuring their progress. But measurements are linked throughout the organization, not just on the manufacturing floor but in accounts payable and other back office processes. This white paper emphasizes the need to focus on strategy deployment.

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Practical Cloud Computing Today-Private Cloud ERP in a Hybrid Cloud Deployment: An Oracle Accelerate for Midsize Companies Briefing


Midsize companies in most global markets are currently in a major cycle of enterprise resource planning (ERP) replacement driven by economic conditions and operating requirements. Despite the buzz about the cloud, companies are cautious in adopting cloud ERP. This briefing focuses on the current ERP cloud computing landscape from the perspective of midsize customers who have deployed cloud-based ERP when replacing legacy solutions.

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Salesforce1 Community Cloud: salesforce.com’s Newest Cloud


Salesforce.com has launched the Salesforce1 Community Cloud, a cloud suite with a focus on customer engagement. Companies can now create their own digital destinations for customers, partners, and employees that are connected to their customer relationship management (CRM) business processes.

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I Want My Private Cloud


Although many organizations are considering reaping the benefits of a cloud computing platform, they have concerns with the handling of sensitive information on a public cloud platform. An alternate option is available, and it means having our own private cloud. This article discusses aspects of private cloud computing and its advantages and drawbacks for organizations considering the adoption of a private cloud strategy.

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The Superstar CFO: After the Crisis


In 2007, CFO Research Services published The Superstar CFO, a study documenting the attributes of highly successful chief financial officers (CFOs). Since then, the world has been shaken by financial, political, and natural upheavals that have altered the economic landscape. This report explores how these changes may be affecting companies’ efforts to transform corporate finance into a value-added partner to the business.

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