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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 presentat on

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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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

crm presentat on  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ I''m Larry Blitz, editor of TEC''s Vendor Showdown series. Today''s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com . Introduction With CRM so closely bound up with revenue Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm presentat on  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm presentat on  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm presentat on  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm presentat on  relationship management (CRM) (Wikipedia) CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship Management , Read More

TEC 2013 CRM Buyer's Guide for Medium and Large Enterprises


Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do business.

crm presentat on  2013 CRM Buyer''s Guide for Medium and Large Enterprises Great customer service is the best (some say the only) way to truly stand out from the competition. CRM vendors are helping companies rise to the challenge with new tools for building and measuring relationships. In the 2013 TEC CRM Buyer’s Guide, analyst Raluca Druta walks you through the latest CRM developments and looks at how trends like customer experience management, mobility, and social media integration are changing the way companies do Read More

CRM-A Real Challenge


Customer relationship management (CRM) should not be viewed as an information technology (IT) tool but as a strategic enabler for organization-wide impact. This white paper makes recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations.

crm presentat on  recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations. Read More

BI on the Go


Infographic: TEC recently surveyed more than 250 users of mobile business intelligence (BI) solutions to discover some of their common use practices with mobile BI applications, and their mobile BI requirements. See what they said.

crm presentat on  mobile BI, mobile business intelligence, infographic, TEC survey, Read More

On-demand Product Life Cycle Management: Not Just for Small to Medium Businesses Anymore


Product lifecycle management (PLM) is set to transition to an on-demand model. On-demand models are quicker and cheaper to deploy, but software providers must gain user enterprises' trust before on-demand PLM really takes off.

crm presentat on  just released an on-demand CRM service. It is easy to speculate that if SAP is successful with this venture, PLM will be a prime candidate for its next SaaS venture. SAP''s announcement comes on the heels of Oracle''s acquisition of Seibel Systems and its attractive on-demand CRM offerings. Additionally, Microsoft ''s recent release of Dynamics CRM 3.0 appears to be off to a solid period of financial performance. With the CRM market blazing a trail for successful on-demand software, can PLM be the next appli Read More

Act-On


Act-on offers a cloud-based marketing automation platform. Act-On's technology features a database for accelerated campaign implementation; an easy, intuitive user interface; and a comprehensive, feature-rich solution set. This includes an e-mail engine with one-click integration to Web conferencing and customer relationship management (CRM) solutions; tools for website visitor tracking, lead scoring, lead nurturing, and social media prospecting; and design tools for Web forms, landing pages, and e-mail.

crm presentat on  and customer relationship management (CRM) solutions; tools for website visitor tracking, lead scoring, lead nurturing, and social media prospecting; and design tools for Web forms, landing pages, and e-mail. Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

crm presentat on  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Using CRM to Sell More


When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how.

crm presentat on  CRM to Sell More When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how. Read More

SYSPRO CRM


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crm presentat on  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share Read More

Aptean Announces Saratoga CRM 6.8.1


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crm presentat on  Announces Saratoga CRM 6.8.1 Aptean has launched Saratoga 6.8.1 , a new version of its customer relationship management (CRM) solution. Saratoga CRM is a Web-based software solution known for its capabilities to support global organizations in the chemicals, consumer products, energy, insurance, and selected manufacturing industries. The solution addresses the needs of both internal customer facing teams (sales, marketing, and customer support) and external partners and customers. On top of the Read More

Compiere Open Source ERP & CRM


Compiere Open Source ERP & CRM is a complete business solution for small-to-medium enterprises worldwide, particularly those in the service and distribution industry, both retail and wholesale. Compiere Open Source ERP & CRM has integrated Web Store, covering material management, purchasing sales, accounting, and customer relations management.

crm presentat on  Open Source ERP & CRM Compiere Open Source ERP & CRM is a complete business solution for small-to-medium enterprises worldwide, particularly those in the service and distribution industry, both retail and wholesale. Compiere Open Source ERP & CRM has integrated Web Store, covering material management, purchasing sales, accounting, and customer relations management. Read More