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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 measurements


CRM Testing Throughout Implementation
In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the

crm measurements  your organization. If your CRM system has been brought in to improve call center response time and yet has usability issues, the business case for its introduction may be lost. UAT may be your only timely opportunity to observe data corruption, or issues around the meaning of business values in data. You may want to do end-to-end testing, tracking a transaction or other information from the point where it enters your business (not just the new system) to the point where it leaves. You may need your tests

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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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Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience


Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance, usability, and availability of their customer relationship management (CRM) solutions. How do you know if your CRM system performs for each user? What does it mean when users say the system is slow? An experience management solution can give you the answers.

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Sage 300 ERP


Sage 300 ERP (formerly Sage ERP Accpac) is customizable, cost-efficient software for finance, operations, and customer relationship management (CRM) providing performance improvements that allow you to accomplish more with fewer resources, save you time and money, and help you grow your business faster. Improve visibility into business measurements Better manage IT costs and facilitate secure system access through utilization of virtualization platforms Improve cash flow with built-in accounts receivable inquiry tool Decrease operation costs through better management of your inventory Gain accurate view of cash position with improved workflow Reduce the risk of penalties and fees through new payroll functionality Improve productivity of your workforce with user-requested enhancements

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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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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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The Real Challenge of CRM: Employee Buy-In


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