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Software Functionality Revealed in Detail
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 crm usa

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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SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

crm usa  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share Read More

abas-USA Adds VC999 to Its Customers Roster


Following on its recent win at Carolina Color, abas-USA announced that VC999 Packaging Systems has selected it to be its enterprise resource planning (ERP) provider. VC999 is a global leader in the design and manufacturing of vacuum chamber, thermoforming (rollstock), tray sealer, and flow wrapper machine systems as well as other packaging robotics, vision inspection systems, conveyer/converger

crm usa  separate customer relationship management (CRM), accounting, and manufacturing systems, which should improve lead times and cut overhead costs by reducing unnecessary product stock and improving workflow. These changes should also improve customer service by allowing users to review and update customer information and orders with ease. Reportedly, VC999 was far down the track with QAD when abas got invited in. One of the deal makers there was abas’ improved SolidWorks integration. Especially critical Read More

The Oracle Accelerate Customer Experience--Jameco Electronics (USA)


Greg Harris, VP of Sales and Marketing at Jameco Electronics, provides an overview of his company's implementation of Oracle CRM On Demand.

crm usa   Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

crm usa  A Rising Mid-market CRM Provider Event Summary Surado, a Riverside , CA company, has been in operation since 1995 and thus far can be considered a deep-rooted mid-market solution provider. Surado CRM comes loaded with features that cover most SMB''s CRM needs. The software is quite easy to install and to customize. Surado''s Web self-service module based on Microsoft .NET technology and Surado Integration Module 2.0 provide the means to integrate third party back-office applications and give it an Read More

abas-USA and Atlatl SRP Software Announce Partnership


Atlatl Software, maker of product sales configuration software and pioneer in sales resource planning (SRP) software, and abas-USA, a provider of mid-market enterprise resource planning (ERP) solutions, announced their partnership to provide abas-USA customers with Atlatl SRP software. The partnership aims to deliver an improved user experience by streamlining the selling and manufacturing processes for complex configurable products.

crm usa  segments. Also, the lean CRM approach taken by Atlatl is also a nice fit for the manufacturers that abas targets. Atlatl adds value in the upstream sales and order entry process and abas-USA does the same for downstream manufacturing. Together we provide a substantial competitive advantage—top line growth and bottom line savings for manufacturers of complex, configurable products, said Rob Honeycutt, Atlatl CEO.   It’s not too late to check out abas ERP at the Vendor Shootout for ERP in Atlanta of Read More

12th Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date


The 12th Vendor Shootout for ERP. Dallas, Texas, USA. October 12-13, 2011. Dallas Marriott Quorum. Manufacturers and distributors:Hot on the heel...

crm usa  Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date 12th Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date Save the Date!! The 12th Vendor Shootout ™ for ERP Dallas, Texas, USA October 12-13, 2011 Dallas Marriott Quorum Manufacturers and distributors: Hot on the heels of a hugely successful 11th Vendor Shootout for ERP in Boston, the show moves to Dallas, Texas, USA for another round. Hosted by the VAR Community , moderated by Technology Evaluation Centers Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

crm usa  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More

How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

crm usa  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that''s worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It''s enabled them to increase their companies'' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More

11th Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up


Vendors Lining Up:The 11th Vendor Shootout for ERP. Boston, Massachusetts, USA. August 11-12, 2011.

crm usa  Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up 11th Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up Vendors Lining Up: The 11th Vendor Shootout ™ for ERP Boston, Massachusetts, USA August 11-12, 2011 Park Plaza Hotel and Towers Manufacturers and distributors: Hosted by the VAR Community and moderated by Technology Evaluation Centers (TEC) , and sponsored by IBM , the Vendor Shootout for ERP is a one-of-a-kind opportunity for you and your team to see 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 usa  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm usa  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

crm usa  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More

SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

crm usa  CRM SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management. Read More

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.

crm usa  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. Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm usa  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More