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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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 customer relationship survey template


Intuitive Manufacturing Systems Shows Maturity in Adolescent Age Part One: Company Overview
Having reached its first decade of existence, Intuitive Manufacturing Systems, a stealth mid-market ERP provider, has long taken the plunge of rewriting its

customer relationship survey template  code-based sales cycle, from customer relationship management (CRM) to quoting through order entry, picking, shipping, invoicing, accounts receivable, return materials authorization (RMA), and service and repair, which entails a new slick user interface (UI), faster processing speed, and other above-mentioned benefits of .NET managed code. One of the related enhancements is the ability for every user to set the order entry screen according to the preferences, by simply clicking and dragging fields on and

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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

Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality 

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How to Leverage the Talent Supply Chain for Competitive Advantage


The professional services industry depends almost exclusively on human resources. Talent is your most important (and expensive) asset, and it differentiates your organization from other providers. Learn about the innovative business practices and technologies that enable service providers to support effective talent supply chain strategies—and integrate talent, resource, demand, and supplier management.

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Evaluating SaaS Solutions: A Checklist for Small and Midsized Enterprises


This paper from Saugatuck Technology discusses relevant criteria for evaluating SaaS solutions targeting small and midsize firms, and raises key questions that should be asked. It is important to ensure that a SaaS solution is well aligned with business requirements, and can accommodate change and growth. The paper also provides an evaluation template for executives to use in conducting evaluations of SaaS solutions.

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4 Steps to a Best-run Business


To promote fast growth, small businesses often sacrifice process control for creativity. But sooner or later, unstructured creativity compounded by fast growth leads to the inability to make fact-based business decisions. Learn about four steps to developing a business strategy that can help you run your business more effectively by applying better control over your cost structure, minimizing risk, and anticipating change.

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Reporting Value of IT Services with Balanced Scorecards


A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and Norton in the early 1990s, balanced scorecards provide a control system that helps ensure the right balance between different, and often times conflicting, perspectives. For example, an insurance company may increase profitability by offering incentives to claims assessors for taking a tough stance on payout, but will soon find dissatisfaction among its clients that may lead to lost business. Scorecards help ensure this balance and are an improvement over more traditional single dimension approaches that tend to be based purely on expense management and business growth.

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Customer Profile: Multi-Chem


Oilfield production chemicals company Multi-Chem needed a new workflow solution to help manage key documents and processes. The solution needed to reflect the processes employees were currently using, control the workflow of those processes, and pinpoint the location and status of documents. Find out how the company implemented a solution that helped it move away from hard copy forms and inefficient processes.

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Customer Relationship Management: Evolution, Not Revolution


Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows evolution without the upset of revolution.

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Customer Analytics in the Age of Social Media


This TDWI Best Practices Report examines organizations’ current practices and future plans for customer analytics technology implementations, with a special focus on how organizations are adapting to the knowledge potential as well as challenges of social media networks. The report offers recommendations for achieving greater return on investment (ROI) from customer analytics processes.

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Customer Communications Management: Maximize CEM Results with Interactive Content


Customer expectations are evolving at a lightning pace. Buyers today expect organizations to provide them with timely and relevant messages targeted to address their most current needs. They also demand that this happens though their preferred channels of interaction. Companies are closely tracking these changes. However, personalizing conversations with a wide set of buyers across different channels can be a daunting task. It requires the use of technology to streamline such an effort.

This report highlights how customer communications management (CCM) technology helps companies overcome this challenge by delivering immersive experiences via both physical and digital customer touch points. It also outlines some key factors that companies should keep in mind to maximize the results of their CCM activities.

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Customer-oriented Banking and Account Origination


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Drive More Valuable Customer Experience With Proactive Engagement Across the Life Cycle


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As competitive pressures mount, companies must meet the rising demands of their customers with fewer resources, limited budgets, and older technology that doesn’t really do it all in a do-it-all world. To differentiate your business, you need unique ways to acquire, service, maintain, and grow relationships with consumers.

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