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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 lotus notes


Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm lotus notes  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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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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Documents related to » crm lotus notes

Software Giants Make Courting A Small Guy Their "Business One" Priority Part Two: Market Impact


Mid-market and the SMB segment are the next frontiers and a promised land for all the enterprise vendors, small and large alike.Still, the willingness of smaller IT departments to go for more sophisticated technology beyond the all-too-common dispersed islands of information on Excel spreadsheets, Access-based reports and queries, or even managers’ pocket paper-pads and post-it notes, does not guarantee any vendor an easy ride.

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iExtensions


Award-winning Lotus Notes CRM and sales force automation (SFA) software, iExtensions CRM allows clients to leverage their Lotus Notes Domino infrastructure. The solution also allows desktop and wireless access via BlackBerry, and gives integrated Lotus Notes contact management to help users better manage all their customer interactions. With iExtensions, sales, contacts, leads, opportunities, and other important information can be manageable and easy to share, and used to fortify customer relationships. Users involved in IT, sales, marketing, or administration activites can leverage the solution to help optimize their performance.

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VAI Unveils S2K Smart Center Social User Experience


VAI, a provider of enterprise resource planning (ERP) software to the midmarket, announced S2K Smart Center, a configurable Web-based user experience that supports single sign-on, common navigation, and uniform look-and-feel across VAI’s family of S2K ERP software solutions. The solution also offers seamless navigation across multiple applications deployed on-premises or in the cloud.

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Super Office


SuperOffice CRM solutions cover enterprise needs within customer tracking and follow-up, document handling and archiving, daily task planning, sales force automation (SFA), marketing automation, and management reporting related to CRM. All systems are available as client/server solutions for Windows and as Web clients. SuperOffice CRM runs on Microsoft SQL Server, DB2, Oracle, and Sybase. SuperOffice mobile solutions are synchronized with portable PCs, Palm personal digital assistants (PDAs), and PDAs running Pocket PC. They are also integrated with Microsoft Office applications. SuperOffice modules can also integrate to Lotus Notes, with standard links to enterprise resource planning (ERP) systems, including Attain, Axapta, Concorde, SAP R/3 and BUSINESS ONE, Visma Business, Scala, Agresso, Exact, AVISION, and others.  

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Maximizer 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.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft?

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