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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 resource


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

crm resource  I Learned When Buying CRM Software) If vendors are looking for the Holy Grail to increased sales, all they have to do is put themselves in the shoes of a prospective buyer. They might be surprised at what we have to wade through to try to purchase software. For starters, you can't speak directly with a sales representative, you can't get a straight answer on pricing and you have to put up with hearing all sorts of horror stories about the competition. As an operations and marketing member of a start-up

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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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SYSPRO 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 the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

crm resource  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

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

crm resource  how the tools of CRM can be leveraged to understand cause and effect and fine tune resource allocation to achieve results. The CEO and CRM If CRM were merely a deployment of technology, the role of the CEO could be reasonably summarized as one of advocate and approver. The deployment of CRM applications as an overlay to existing functions and processes may strike an accord in some areas but more likely it will be viewed as an imposition resulting in minimal adoption. A CRM failure is far worse than Read More

Enterprise Resource Planning Systems Audio Conference


This is a transcript of an audio conference on Enterprise Resource Planning Systems presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a real time evaluation and selection. It then reviewed the critical differentiating ERP criteria, as well as detailed comparisons of the several major ERP vendors: SAP, Oracle, PeopleSoft, J.D. Edwards, Baan, Intentia, System Software Associates (SSA),Geac Computers, Industrial & Financial Systems (IFS), QAD, MAPICS, Symix Systems, Great Plains, and Lawson Software.

crm resource  income; delayed delivery of CRM modules and recent departure from its 'one-stop-shop' product strategy. Oracle Oracle fortified its position as 2nd largest ERP vendor during the last two years for being the only large vendor to achieve significant growth in total revenue, license revenue and net income. Strengths : Corporate viability; applications' horizontal functionality and scalability; technology infrastructure ownership; strong international professional services; early Internet architecture Read More

Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

crm resource  Solutions Enterprise Resource Planning CRM , Enterprise Resource Planning Solutions CRM , Sales Force Automation CRM , CRM ERP Software , CRM Marketing Automation , CRM Consulting Services . Executive Summary CRM buyers have a wealth of deployment options available to them, providing unprecedented flexibility, costefficiency and business value. They can opt for a traditional on-premise packaged software installation, subscribe to one of the new breed of on-demand services delivered via the Internet, host Read More

Integrative CRM Enhances Midsize Business Agility and Performance


Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report.

crm resource  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

crm resource  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

crm resource  Solutions: Be the Customer CRM and Technological Solutions: Be the Customer R. Garland - June 22, 2001 Introduction  Be the bagel. It was a refrain I heard often in a metalworking shop class I took in one of my engineering classes back in college. The purpose of the class was for the students to both design and build an original device of their own creation, with the purpose of helping them understand that engineers can't work in a vacuum, and they need to understand the implications of their design 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 resource  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

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 resource  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

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

crm resource  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm resource  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm resource  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

crm resource  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Epicor Enterprise Resource Planning Software System v. 9.05 for ERP for Mixed-mode Manufacturing Certification Report


The Epicor product Epicor Enterprise Resource Planning Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for mixed-mode manufacturing in the ERP Evaluation Center. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm resource  Enterprise Resource Planning Software System v. 9.05 for ERP for Mixed-mode Manufacturing Certification Report The Epicor product Epicor Enterprise Resource Planning Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for mixed-mode manufacturing in the ERP Evaluation Center. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More