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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm site content


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 site content  use   Appendix II: CRM Players and Portals Name Role Web Site Aplicor Provider of hosted front office CRM and back office ERP and accounting solutions www.aplicor.com Beagle Research Group SaaS/ASP industry specialist and leading CRM analyst group www.beagleresearch.com CRMGuru CRM web portal run by some of the industry’s most experienced practitioners www.crmguru.com NetSuite Provider of hosted CRM and integrated accounting solutions www.netsuite.com Oracle Provider of on-premise and hosted

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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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Mainstream Enterprise Vendors Begin to Grasp Content Management Part Three: Challenges


To conduct collaborative processes, businesses need embedded intelligence, and business intelligence (BI) or analytics applications focused on structured data offer only a part of the total solution. In other words, businesses also need content management for the unstructured data and content, which can contain a majority of business information, given that many decisions makers collaborate via e-mail or voicemail, which are examples of vast unstructured info that currently resides outside of business processes and of the reach of ERP and BI systems.

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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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Enterprise Content Management: It Is More Than Just Web Content Management


Enterprise content management (ECM) is moving beyond web content management. To meet enterprises' needs, large vendors are introducing scaled down versions, others are integrating ECM with other systems, and all are focusing on key areas.

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Help Comparing and Choosing the Right Enterprise Content Management Software


Enterprise software analyst firm, Technology Evaluation Centers (TEC) recently launched its Enterprise Content Management (ECM) Evaluation Center, which helps project managers, consultants, and decision makers compare the most qualified ECM systems based on their own, unique priorities.

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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CRM Without Compromise: A Strategy for Profitable Growth


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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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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.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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Content Manager


Content Manager gets content of all types from within the organization and makes it available for publication. It eliminates web publishing redundancies by allowing non-technical users to update web site content in a safe, controlled environment. It is browser-based and provides in-context visual content authoring, content re-purposing and link updating, multi-site support, customizable workflows, extensive permissioning, versioning and rollback, and integrated search, asset management, and e-mail campaigns and forms.  

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