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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 space


Zoho Advances Its CRM Solution with Zoho CRM Document Library
Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant

crm space  integral part of Zoho CRM it uses the same role-based security that has been defined for accounts and leads. Since the new tool implies increased storage demands, Zoho is also modifying its terms: From today, you will get 250 MB per user (or 500 MB/user in Enterprise Edition) storage space instead of 250 MB storage space for the whole organization in Professional Edition. So, for example, if your company has subscribed to 20-user license, you will get total 5GB common storage space for all users.

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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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Welcome to the CRM Mid-Market Abyss-PeopleSoft


As the market shifts from sophisticated enterprise CRM implementations to the more competitive and overcrowded mid-market-large enterprise vendors tend to step on mid-market vendor's toes. The real concern is to determine whether the mid-market cultural and functional differences are well understood and acted upon or do the large players simply offer a smaller mockup of their existing enterprise solutions. This article, which evaluates the PeopleSoft mid-market CRM solution, is the first of a series of research articles that focus on the mid-market applications provided by large CRM vendors.

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Maximizer CRM Version 11 Highlights


Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product (3.0, launched in 1996, one year after the acquisition of

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Microsoft Throws .NET At SMEs, With CRM As Bait


While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its appetite will remain in check for very long.

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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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CRM Without Compromise: A Strategy for Profitable Growth


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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.

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How ERP and CRM Solutions Can Save You Money


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