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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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 documentation request crm 4


Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

documentation request crm 4  from large amounts of documentation, Sword Ciboodle provides the capability to develop KM internally or integrate with best-of-breed KM engines in order to maintain a common look and feel for the user.   Growing Ecosystem Sword Ciboodle has an established and growing partnership program. Its SI partners are CSC , IBM, Accenture , Capita , Dimension Data , eLoyalty , HiSoft , Revelant Technologies , and Solvis Consulting . The company’s telephony partners are Avaya, Cisco, and Genesys, and the product i

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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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Documents related to » documentation request crm 4

Case Study: VAI Improves Customer Service with Business Portal


Vormittag Associates, Inc. (VAI) provides enterprise resource planning software and associated services to clients in the manufacturing, wholesale, and retail industries. To facilitate everyday business processes, VAI began to consider a business portal. As a software provider, VAI was intimately familiar with a number of portal products, and decided that IBM Workplace Services Express was best suited for the company.

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Lawson Software-IPO and Several Acquisitions After Part Two: Retail and Professional Service Initiatives


Lawson is sticking to its focus on selected vertical markets, but going forward the tenets of that focus will likely be more finely tuned. Namely, the vendor has lately accelerated development, in part through a number of appetizing acquisitions, of its traditional vertical functionality to ensure continued success in its target industries.

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Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 2: Product Architecture and Web-Basing


This note discusses how a flexible and agile ERP system needs an adaptable architecture, how easy integration to 3rd-party applications has become a key selling point for ERP vendors, and how extending ERP to the Internet stems from the intent of many IT organizations not to reinvent the wheel in their scramble to create e-commerce applications.

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Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 3: E-Business and Mid-Market Shakeout


This note discusses how ERP-driven e-business will have to extend well beyond providing business partners self-service portlets. It will have to allow trading partners not only order status tracking but also the enterprise plans and conditions down to plant level for more efficient two-way interaction and support. It also discusses how consolidation, mergers and acquisitions among ERP vendors is expected to intensify.

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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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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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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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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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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