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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 system


Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

crm system  play around with the CRM Evaluation Center to figure it out. You can tell the system which functionality areas are critical, less important, or not important to you. The system then compares your priorities against the vendor RFI responses, and ranks the vendor solutions on how well they match your requirements. Some tips on how to use the system: • The Prioritize Needs section lets you set your detailed requirements. • The Compare Results section lets you compare your results using weighted

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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

Case Study: In Search of a Comprehensive CRM System


The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy)

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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How to Choose a CRM System


When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your selection process. This guide is designed to help you build the business case for a CRM system, form an effective project team, ask the right questions, identify the challenges involved and much more.

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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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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10 Golden Rules for Choosing a Telephony System


Now that phone systems can be delivered over a network, even smaller companies can have access to enterprise-grade calling features. Like any business-critical system, a telephony system is a major deployment that should be undertaken only after a thorough discovery of both your existing infrastructure and users’ needs. This checklist offers 10 rules to help you choose a new telephony system for your organization.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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