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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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 e z data crm reviews


Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

e z data crm reviews  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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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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Microsoft to Add "Encore" Functionality to MBS Great Plains 8.0 Part Two: Market Impact


Microsoft's Encore acquisition should bring the two former partners' complementary product offerings even closer together and should widen opportunities within the public and nonprofit sectors under the Microsoft umbrella. The products' technologies are quite compatible and so their integration will not be terribly complex, if it is to be complex at all.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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Master Data Management and Accurate Data Matching


Have you ever received a call from your existing long-distance phone company asking you to switch to its service and wondered why they are calling? Chances are the integrity of its data is so poor that the company has no idea who many of its customers are. The fact is, many businesses suffer from this same problem. The solution: implement a master data management (MDM) system that uses an accurate data matching process.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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TCO Analysis of a Traditional Data Center vs. a Scalable, Containerized Data Center


Standardized, scalable, pre-assembled, and integrated data center facility power and cooling modules provide a total cost of ownership (TCO) savings of 30% compared with traditional, built-out data center power and cooling infrastructure. Avoiding overbuilt capacity and scaling the design over time contributes to a significant percentage of the overall savings. This white paper provides a quantitative TCO analysis of the two architectures, and illustrates the key drivers of both the capex and opex savings of the improved architecture.

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BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

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Big Data, Little Data, and Everything in Between—IBM SPSS Solutions Help You Bring Analytics to Everyone


Regardless of the type or scale of business data your users need to harness and analyze, they need a straightforward, visual solution that is easy to use on the front end and highly scalable on the back end. Fortunately, IBM SPSS solutions provide just such an ecosystem that can make different kinds of data stores—from Hadoop to those proverbial spreadsheets—useful sources of business insight and decision support.

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The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

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Data Warehousing in the Big Data Era: Are You BIReady?


Netherlands-based BIReady automates the process of designing, deploying, and maintaining a data warehousing solution, allowing the optimization of all necessary BI and analytics tasks. Read this TEC product note from TEC senior BI and data management analyst Jorge Garcia to learn more about how BIReady is meeting its goal of helping companies become "BI ready."

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