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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 system assessments


A CRM System Needs A Data Strategy
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact

crm system assessments  CRM System Needs A Data Strategy Introduction An underutilized customer relationship management (CRM) system - or one that cannot match its owner's expectations - will reflect poorly on both the vendor who sold it and the IT manager who authorized the purchase and installed it. Both, however, can help successfully manage such expectations (and add value to their respective roles) by wisely counseling about the strategic context into which a CRM system must function. Simply put, the market includes plenty

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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

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » crm system assessments

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

crm system assessments  you ramp up your CRM system with mobile functionality, you can stop wondering about how productive your field sales reps are, because you'll know. With mobile CRM, you'll know that your reps are more productive, and doing what they do best making sales in order to help your company stay on top. With many analysts predicting a global economic recession until well into 2010, you need to adopt strategies now that will help your company maintain current profits, and even grow. With a mobile CRM application, Read More

A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

crm system assessments  Solutions ( MSBS ) CRM , Salesforce.com , and Sugar Sales Professional . In addition, Jonathan wanted a system that would be reliable and solid enough to support Prevalent's planned growth to about one hundred users within the next two years. How did those products compare for Jonathan's requirements? Getting ahead of ourselves, let's begin with the future. What would a company like Prevalent consider solid enough to support their growth? Since they were using GoldMine, they had an idea of what a Windows Read More

ERP Selection Facts and Figures Case Study - Part 2: Qualitative Assessments and Analysis


This is part two of a note describing an opportunity TEC had to evaluate and compare the four top ERP vendors for a client. Each vendor’s offering differed in such areas as functionality, flexibility, process fit and ease of use. Find out what TEC learned as a result of the selection engagement.

crm system assessments  company has native PDM, CRM and APS. Analysis  Figure 9 indicates how the vendors compare relative to two factors, Business Scenarios (product functionality) and Flexibility. Note that the size of the dot indicates the vendors' rank in the overall model such that larger dots denote higher rank. It is evident that the Business Scenarios percent match score for each vendor is very close, but the Flexibility percent match score varies significantly. The client perceived SAP and Oracle to be very inflexible 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 system assessments  CRM Success Strategies , CRM System , CRM Application Integration , Hosted CRM , CRM Hosting , CRM Web Services , CRM Business Technology , Customer Relationship Management . This AberdeenGroup Executive White Paper focuses on the business value of front-to-back office integration for small and mid-market companies as well as the role of Software-as-a-Service in enhancing that value. AberdeenGroup field research conducted for this paper concludes that small and mid-market companies will soon find they Read More

Checklist for Phone System Buyers


Are you in the market for a business phone system? With the broad array of features available in phone systems today and the full spectrum of providers who sell them, purchasing a new phone system for your business can be a daunting task. Read these condensed best practices to get the right information and ask phone system vendors specific, detailed questions to make the optimal decision to meet your communication needs.

crm system assessments  for Phone System Buyers Are you in the market for a business phone system? With the broad array of features available in phone systems today and the full spectrum of providers who sell them, purchasing a new phone system for your business can be a daunting task. Read these condensed best practices to get the right information and ask phone system vendors specific, detailed questions to make the optimal decision to meet your communication needs. Read More

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.

crm system assessments  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 Read More

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 material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm system assessments  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 material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm system assessments  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm system assessments  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Enterprise 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.  

crm system assessments  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

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

crm system assessments  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential merger deserves Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm system assessments  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. 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 system assessments  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

Common Phone System Buying Problems


There are so many choices out there on phone systems that it can be very difficult to make an educated decision without dedicating days or weeks researching all of the vendors and options available. Rather than learning the hard way, know some of the common problems that people often run into when buying a new business phone system so you understand the obstacles you will face in your buying decision and how to get around them.

crm system assessments  Phone System Buying Problems There are so many choices out there on phone systems that it can be very difficult to make an educated decision without dedicating days or weeks researching all of the vendors and options available. Rather than learning the hard way, know some of the common problems that people often run into when buying a new business phone system so you understand the obstacles you will face in your buying decision and how to get around them. Read More