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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 story


Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)
Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily

crm story  for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is enterprise resource planning (ERP) vendor

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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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UNIT4: The (Largely) Untold Story - Part 3


Part 1 of this blog post series started with my invitation by UNIT4 (formerly Unit 4 Agresso), the second largest business applications provider in continental Europe, to attend its UK 2010 users conference. Frankly, I was a bit skeptical about what new and exciting I might see and hear about at this event in light of the vendor’s analyst tour in Boston in late 2009. The

crm story  the Group’s existing Salesforce.com CRM solution to give a single view of the Group’s advertising sales and subscription management data. In addition, FinancialForce Accounting will be producing invoices, creating all the accounting entries and automatically passing them into the Telegraph’s ERP, which happens to be ABW.  An additional advantage of deploying FinancialForce Accounting is that, for the first time, non-financial users of Agresso can access a 360-degree view of the financial data Read More

UNIT4: The (Largely) Untold Story - Part 1


February and bleak mid-winters are not exactly the high season for software user conferences in North America, and thus I accepted the invitation by UNIT4 (formerly Unit 4 Agresso), the second-largest business applications provider in continental Europe, to its UK 2010 user conference. The attraction, in addition to the Celtic Manor Resort in lush South

crm story  in conjunction with Salesforce CRM (or  Sales Cloud 2 ), clients are provided with an integrated/unified  data model , and the ability to leverage Force.com’s strong customization, visualization (reporting and dashboard), and workflow capabilities. My initial quandary about this joint venture was about what all this might mean to the  on-premise  CODA offerings. Namely, the apparent statements of commitment by both UNIT4 and Salesforce.com, and the fact that CODA’s Chairman Jeremy Roche took the Read More

UNIT4: The (Largely) Untold Story - Part 2


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crm story  “attaches to the Salesforce CRM   data model  and expands it with its savvy about tax codes, currencies, financial reporting, etc., by providing a set of role- and function-based capabilities.” Out of the box , the offering provides the following  accounting  functionality for businesses around the world (courtesy of CODA’s proven know-how): Broad accounting applications: featuring  general ledger  accounting, user-defined  budgets , spreadsheet integration,  accounts payable ,  accounts Read More

TigerStop LLC: A Maximizer Customer Success Story


As a global leader of products designed for use in the manufacturing process, TigerStop LLC realized that in order to remain competitive, it would need to invest in a customer relationship management (CRM) system. After purchasing a CRM solution from a leading software developer, it has realized many benefits, and at the same time empowered its field sales team with a system it can access while on the road.

crm story  system. After purchasing a CRM solution from a leading software developer, it has realized many benefits, and at the same time empowered its field sales team with a system it can access while on the road. Read More

8 Essential CRM Best Practices-an Executive Guide


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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.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


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crm story  with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; 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 story  the Best CRM for Your Organization Choosing the Best CRM for Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oracle has been helping customers like you manage your business systems and information with reliable, secure, and integrated technologies. Source : Oracle Resources Related to Customer relationship management (CRM) : Customer relationship management (CRM) (Wikipedia) Choosing the Best CRM for Your Read More

CRM and Technological Solutions: Be the Customer


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Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm story  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




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Enterprise CRM Platform (ECP)


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crm story  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

crm story  to Embrace CRM and Make it Succeed in Your Organization How to Embrace CRM and Make it Succeed in Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. For the last 30 years we have been the leading player in supplying mid-market manufacturers and distributors with enterprise business applications. On a daily basis SYSPRO empowers thousands of users at over 14,000 installations in more than 60 countries. Source : Syspro Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

crm story  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More