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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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Compare Software Solutions
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 trial


Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 2
Part 1 of this blog series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the

crm trial  service update for Dynamics CRM Online featured fast online access via streamlined sign-up, enhanced trial experience, and the ability to create a personalized system in five minutes (or less). For increased sales effectiveness, the release offered role advisors, personalized dashboards, data and process analysis, and  Mobile Express (read/write access for browser-based mobile devices)  capabilities. In terms of content management and data migration, the product now offers streamlined import of

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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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Vendor Rating Updates: Learning, Distribution ERP, Financials, CRM


A friendly colleague reminded me today that it's been a while since I've posted news about our ongoing product rating updates. So here goes, continue reading if you're evaluating software for any of the following types of systems. CRM ERP (manufacturing for discrete or process industries, ETO, distribution, and services industries) Financial systems PLM We published updated

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Oracle Mends Its Ways To Bounce Back


Despite its inclination to traditionally thrive on a moderate amount of controversy and to fly a number of trial balloons, Oracle, has also been a practical company, often modifying its strategy and adopting a tack that would work better. Thus, while Oracle's declining revenue and profit are painfully noted, the company has been taking some long overdue moves to appease its customers and to play fair with the competition. Time will only tell, however, whether Oracle has used these slower economic times to get its act together and to position itself for the its future revival.

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Software Comparison in 5 Easy Steps


The latest addition to Technology Evaluation Centers’ (TEC’s) Web-based software evaluation system, TEC Advisor, is the new Express Software Comparison Report. This report allows you to compare the strengths and weaknesses of enterprise software solutions on a functional module-by-module basis. If you’re an organization in the early stages of your software evaluation process, the “express” report

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5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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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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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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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.

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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