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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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The Real Challenge of CRM: Employee Buy-In
Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has

crm in  requested features in a CRM system in a short amount of time. They will be very impressed by this. On the opposite end, nothing will turn users off more than a CRM system that takes forever to implement and doesn’t deliver the basic key features they are looking for. Another key benefit of our “quick wins” approach is that senior management will feel good about the CRM initiative since the first phase is being delivered in a timely manner and within budget guidelines. Your Next Steps We have

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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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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm in  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm in  in on CDC Pivotal CRM and NetSuite CRM+ , two vendors on the shortlist in the real-life selection project that inspired this post. Take a look at the ratings below, which are based on “flat priorities” (in other words, no area of functionality is treated as being more important than any other ). Note that Pivotal CRM scores a weighted average of 88.84, while NetSuite CRM+ scores 84.53:     (click to enlarge) Now, you know as well as I do that software selections are not based on features and Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

crm in  Of It: User Recommendations  CRM implementations, if done in their entirety, can literally take years of time and millions of dollars. Phased implementation planning is a necessity. You just can't eat all of the food you'll ever eat in your entire life, at one sitting. Your focus must be on prioritization, which in turn is based on asking yourself several key questions: where are the worst pain points in my company? Are my customers complaining of lousy service? Is internal morale low? Are my sales Read More

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

crm in  entire enterprise. What Makes CRM Work? In a dynamic business environment, companies are constantly looking for ways to gain competitive advantages and leverage technology to increase profitability. CRM is now at the forefront as a valuable competitive tool. Driven by the entrepreneurial spirit, companies are employing CRM to harness data in an effort to: Increase revenues through optimal customer management that enables up selling and cross selling of existing customers. Reduce costs through automated Read More

Future Trends in Wholesale Distribution—Part 2: Outside-In Omnichannel Fulfillment


The TEC Vendor Challenge was in full swing last week, with 2 days' worth of vendor demonstrations from Epicor, IBS, Infor, Microsoft, NetSuite, SAP, and VAI, as well as presentations and dynamic discussions. Part 1 of this series ran down the highlights on how disruptive innovations are changing the landscape of the wholesale distribution industry. This post recaps the panel presentation.

crm in  Trends in Wholesale Distribution—Part 2: Outside-In Omnichannel Fulfillment The TEC   Vendor Challenge was in full swing last week, with 2 days' worth of vendor demonstrations from Epicor , IBS , Infor , Microsoft , NetSuite , SAP , and VAI , as well as presentations and dynamic discussions. In  part 1 of this blog post series , I provided highlights from the TEC Vendor Challenge on how disruptive innovations are changing the landscape of the wholesale distribution industry. In this second post Read More

Professional Service Strategies that Win: IT’s New Role in the Cloud


Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to determine the best cloud-based solution for their needs.

crm in  Service Strategies that Win: IT’s New Role in the Cloud Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to Read More

Best-in-class Marketers Drive Enhanced Customer Loyalty


The path to a complete view of the customer lies not in eliminating data sources but in integrating them and providing access that is easy to navigate and always available. This report explores how top-performing companies are capturing, integrating, managing, measuring, and acting on valuable customer data throughout the entire customer lifecycle, to maximize customer loyalty and achieve best-in-class bottom-line results.

crm in  in-class Marketers Drive Enhanced Customer Loyalty The path to a complete view of the customer lies not in eliminating data sources but in integrating them and providing access that is easy to navigate and always available. This report explores how top-performing companies are capturing, integrating, managing, measuring, and acting on valuable customer data throughout the entire customer lifecycle, to maximize customer loyalty and achieve best-in-class bottom-line results. Read More

JDA Enables Retail In-Store Picking


While omnichannel retail has created multiple sales opportunities for retailers, it has created havoc in their stores and upstream supply chains. Challenged with enormous e-commerce purchasing volumes, retailers are looking at how they can effectively manage the picking of e-commerce orders to truly provide the ‘buy anywhere, fulfill anywhere, and return anywhere’ experience. Find out how one software vendor is helping retailers address this challenge.

crm in  Enables Retail In-Store Picking While omnichannel retail has created multiple sales opportunities for retailers, it has created havoc in their stores and upstream supply chains. Challenged with enormous e-commerce purchasing volumes, retailers are looking at how they can effectively manage the picking of e-commerce orders to truly provide the ‘buy anywhere, fulfill anywhere, and return anywhere’ experience. Find out how one software vendor is helping retailers address this challenge. Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm in  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

crm in  for both ERP and CRM applications. We are headquartered in Boston, Massachusetts. Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

crm in  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

How Best-in-class Plan, Budget, and Forecast in Today’s Dynamic World


Prospects for the global economy remain precarious. But effective financial planning, budgeting, and forecasting can enable successful decision making even in periods of unprecedented change. Dynamic financial planning enabled through five key elements—process, organization, knowledge management, technology, and performance management—give business leaders the tools to take action and emerge even stronger. Find out how.

crm in  Best-in-class Plan, Budget, and Forecast in Today’s Dynamic World Prospects for the global economy remain precarious. But effective financial planning, budgeting, and forecasting can enable successful decision making even in periods of unprecedented change. Dynamic financial planning enabled through five key elements—process, organization, knowledge management, technology, and performance management—give business leaders the tools to take action and emerge even stronger. Find out how. Read More

Metadata Standards in the Marketplace - Why Do I Care? (And Where Does Godzilla Fit In?)


Metadata (“data about data”) is essential for data warehousing. Metadata standards allow different products to interact. Without standards, different vendors’ tools cannot work together seamlessly and the customer’s warehousing effort is greatly complicated.

crm in  Standards in the Marketplace - Why Do I Care? (And Where Does Godzilla Fit In?) Metadata Standards in the Marketplace - Why Do I Care? (And Where Does Godzilla Fit In?) M. Reed and D. Geller - May 16, 2000 Overview Metadata ( data about data ) is essential for data warehousing. In order to populate a database, extract data, or run a report, more is required than simply raw data. The tools involved must also understand the context, or meaning, of the data. This is one of the purposes of metadata. Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm in  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More