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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 mobile


Get Your Sales Team Going with Mobile CRM
As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

crm mobile  Teams Going with Mobile CRM , mobile CRM lets your sales reps perform more of the activities that turn into sales—in less time. Mobile CRM means your sales reps are always ready with their cell phones or smartphones to respond to customer requests submit quotes close business log into head office for the most-up-to-date client and product information quickly follow up on leads book appointments access the Internet With mobile CRM, it's all in your salespeople's hands—with them always connected,

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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 mobile

SugarCRM to Stich Its Mobile CRM


SugarCRM acquires the intellectual property rights and other assets of Stitch, a California-based developer of personal assistant technologies that enhance mobile users' productivity. The deal is set to better inform mobile users about their customers—and lead to better customer experiences.

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3 Questions You Need to Take More Seriously When Adopting Mobile CRM


Most of us use a mobile device for work, and even though we all care about how to maintain and keep these devices safe and running well, there are questions that we probably did not consider seriously or decided to deal with later. Though this inactivity may not have serious consequences for each individual, the sum of many small issues can turn into a big problem at the company level. In order

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Selligy Takes Mobile CRM to New Levels


Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their smartphones. Selligy's activity-based mobile application uses the context of the mobile phone—including location, calendar, e-mail, and mobile data—to bypass time-consuming and manual processes found in most customer relationship management (CRM) systems.

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How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

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Sage Goes Mobile


Sage North America has announced the general availability of its new mobile solutions. These are in tune with Sage’s connected services strategy, enabling businesses to access applications on their local devices without disrupting the investments they have already made in on-premises software.

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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.  

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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Managing Mobile Phones in Your Company


InIntegrating Mobile Phones with Your Business Phone System, you'll learn how to...

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

crm mobile   Read More