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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 nonprofit


Microsoft to Add
By adding nonprofit and public sector accounting capabilities to the forthcoming MBS Great Plains 8.0 release via acquiring a former independent software vendor

crm nonprofit  emphasis on ERP and CRM solutions; and 2) extend the Microsoft platform with business applications at the core horizontal functionality level, providing greater opportunities for ISVs to develop deeper and richer vertical functionality. This platform focus should offer ISVs multiple opportunities to engage with MBS, since they can 1) connect their products to Microsoft's suite of solutions; 2) leverage their products to extend the core functionality of the Microsoft business application; or 3) embed and s

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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 nonprofit

Deltek, Inc.


With more than 11,000 customers worldwide, Deltek provides enterprise management software for project-focused organizations. Since its founding in 1983, Deltek has been delivering software developed for project-focused organizations in the government contracting, government agency, aerospace and defense, architecture and engineering, professional services, manufacturing and nonprofit industries. Deltek Costpoint®, Deltek Vision®, Deltek GCS Premier®, Deltek Cobra, and Deltek Open Plan, encompass front- and back-office functionality for project-focused organizations. These products include accounting, billing, resource planning, budgeting and control, business intelligence, customer relationship management (CRM) and proposal automation, employee time and expense, human resources management, procurement and materials management, project portfolio management, risk management, and earned value management. The company is headquartered in Herndon, Virginia (USA).

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A Preamble to Openbravo ERP v3


Openbravo ERP is an enterprise resource planning (ERP) solution on the less expensive side of the spectrum, which is valued by distribution and retail industries as well as by manufacturing, services, public-sector, and nonprofit organizations. I caught up with Openbravo’s John Fandl recently about the company’s latest iteration of its ERP solution (version 3). In the past, we’ve mostly

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Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Four: Market Impact Continued


Sage Group's decision to finally group its plethora of enterprise-level applications in North America under the Best Software brand in 2002 emanated from the company's ability to deliver highly integrated components, and to weave a unified story around this concoction of products, many of them with best-of-breed traits.

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Sage Continues Its Housecleaning Effort


After engaging in a soul-searching exercise a while back, which has lately resulted with more coherent strategies in some regions, and with the recent public statement of its commitment to making customers happy, Sage Group announced at the opening of trading at the London Stock Exchange on February 15, 2013, that it has reached a definitive agreement to sell Sage Nonprofit Solutions to Accel-KKR,

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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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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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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