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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 qad


Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

crm qad  and force all major CRM mid-market players, GoldMine, Pivotal, and SalesLogix to thoroughly re-think their business models and further focus on customer satisfaction. User Recommendations We encourage potential North American users to familiarize themselves with the newcomer company's value proposition, since we believe that it provide some extra leverage to their negotiating position with all vendors involved in a particular selection exercise. However, users should be wary of Access Commerce's global

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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 qad

QAD Seemingly Nearing The Corner


Recently reported financial results for fiscal 2002 might indicate QAD is nearing the turnaround point, with improved value proposition and cash situation to spar with the economic slowdown and the fierce competition from the bigger vendors and many of its peers.

crm qad  boundaries (e.g., more intricate CRM, or complex project management/engineer-to-order (ETO) functionality) from a single vendor may benefit from evaluating other products at this stage. Read More

QAD Explores E-Business While Not Abandoning ERP


QAD, one of the leading ERP vendors, announced a number of product and alliance initiatives prior to or during Explore 2000, its annual user conference that took place in Nashville, TN from May 15 to May 17. We express our view regarding its latest announcements and strategic direction.

crm qad  regarding Customer Relationship Management (CRM) as well as a more articulated ASP strategy. During our attendance of QAD Explore we were made aware that some alliance negotiations were in progress, and the market should expect related press releases in the near future. User Recommendations We generally recommend including QAD in a long list of an enterprise application selection to mid-market and low-end Tier 1 manufacturing and distribution companies (with $50M-$2B in revenue), based on its broad produc Read More

QAD Continues to Wade Through Red Ink


QAD, one of the leading ERP vendors, announced a number of product and alliance initiatives during its annual user conference in May. However, yet another saga in the tale of their expensive R&D operation was included in the report.

crm qad  regarding Customer Relationship Management (CRM) or a more articulated ASP strategy. User Recommendations We generally recommend including QAD in a long list of an enterprise application selection to mid-market and low-end Tier 1 manufacturing and distribution companies (with $50M-$2B in revenue), based on its sharp vertical focus and outstanding global service and support. We recommend including QAD in a short list in any selection within the following industries: Automotive, Electronics, Food & Read More

QAD On-demand: Performance Made Responsive


Manufacturers today face increasing pressures to boost revenues and secure profitability. But for them to realize the full financial value of these initiatives, they must invest in a system that can quickly and easily implement or consolidate core business applications. With QAD on-demand, businesses can reduce IT complexity and costs with simplified deployment options and complete application management alternatives.

crm qad  QAD Architecture | QAD CRM | QAD Customer | QAD Customers | QAD Demand | QAD Demand Performance | QAD Demand Solution | QAD Deployment | QAD Development | QAD Enterprise | QAD Enterprise Applications | QAD ERP | QAD ERP System | QAD Explore | QAD Framework | QAD Global | QAD Global Services | QAD Implementation | QAD Innovation | QAD Innovation Networks | QAD Integrate | QAD Integration | QAD Knowledge | QAD Management | QAD Management Process | QAD Management System | QAD Manufacturing | QAD Needs | QAD Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm qad  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

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.

crm qad  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 Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

crm qad  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm qad  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

crm qad  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm qad  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

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.

crm qad  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. Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

crm qad  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More

QAD Explore 2013: Veteran Vendor Ready to Tackle the Future


QAD is a candid ERP vendor catering to the complex needs of global manufacturing companies. Over the years, the vendor has delivered incremental enhancements as well as new capabilities to enhance its customers’ business. TEC’s P.J. Jakovljevic brings you QAD’s latest developments, and shows you how QAD’s products may also be useful for smaller start-ups in fields with many industry regulations, such as life sciences. Read the report.

crm qad  Explore 2013: Veteran Vendor Ready to Tackle the Future QAD is a candid ERP vendor catering to the complex needs of global manufacturing companies. Over the years, the vendor has delivered incremental enhancements as well as new capabilities to enhance its customers’ business. TEC’s P.J. Jakovljevic brings you QAD’s latest developments, and shows you how QAD’s products may also be useful for smaller start-ups in fields with many industry regulations, such as life sciences. Read the report. BEGIN 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 qad  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