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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 lecture


BigMachines: Getting Bigger and Better - Part II
Part I of this blog post series talked about my encounter with BigMachines, a provider of slick software-as-a-service (SaaS) configure, price, and quote (CPQ

crm lecture  , and Microsoft Dynamics CRM [ evaluate this product ] ; BigMachines Document Engine – the  brand new patent-pending module for building “rich look-and-feel” proposals and sales documents  on the fly using a  WYSIWYG UI ; and BigMachines Unplugged – another relatively recent addition to empower remote (disconnected from the Internet) usage of the Web-based application, with  replication  and syncing capabilities. Major Unplugged enhancements were delivered within the BigMachines 9.1 release

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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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Customer Relationship Management Strategies Part Two: Creating Your Strategy


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crm lecture  discussed new approaches to CRM implementation, Part Two will discuss implementation strategies, and Part Three will describe achieving and maintaining the competitive edge. Part Four will conclude with specific CRM strategies and a hypothetical case study. Implementation Issues and Strategies What Robert Burns said about the best-laid plans are true: they do often go awry. However, preparation is everything because it will help you to accommodate change. The road map to a successful CRM implementation is Read More

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.  

crm lecture  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. Read More

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


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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

crm lecture  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm lecture  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm lecture  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

How ERP and CRM Solutions Can Save You Money


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The Lexicon of CRM - Part 3: From R to Z


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CRM 101


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The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

crm lecture  Benefits of Selecting a CRM Implementation Partner Harvest Solutions offers consulting services to help you select and implement your company's CRM system. Throughout our many years of experience in the CRM industry we have created a methodology for designing and implementing CRM systems which leads to successful outcomes for our clients. Source: Harvest Solutions Resources Related to The Benefits of Selecting a CRM Implementation Partner : Customer Relationship Management (CRM) (Wikipedia) The Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

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Top CRM for Financial Services


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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


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CRM Buyer's Guide


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