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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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 epicor rfp crm


You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language
When ideas fail, words come in very handy. - Johann Wolfgang von GoetheSoftware Selection PitfallsQuick, what’s the number-one pitfall of the software

epicor rfp crm  IBM, Microsoft, Oracle, Infor, Epicor, Lawson, etc. These lists of criteria give you a full view of all the features and functions currently available for the software you’re looking to purchase. They allow you to determine which features and functions are required for your organization in a document that provides common ground between vendors and buyers—and eliminates the risk of misunderstanding . Mea Freakin’ Culpa Even hard-core editors can fall victim to the curse of slippery language. In my

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Niche Software at Its Best


Deltek Vision and other Deltek enterprise solutions, have been major players with project management-oriented organizations for the past twenty years. Vision a leading product in the professional services automation market and has taken significant strides to maintain this market leading position.

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What 2010 Meant For Microsoft Business Solutions


In 2008, I wrote a four-part series that explained in great detail Microsoft’s platform technology pieces, commonly used in Microsoft Dynamics and many other enterprise applications. Primarily, these "plumbing" tools were Microsoft SQL Server, SharePoint, and Office within enterprise resource planning (ERP) and customer relationship management (CRM) applications, while

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What’s Up with xTuple-and Open Source ERP?


You may be wondering how the open-source ERP vendor xTuple operating with a workforce of only 27 can compete on the same stage with the software giants. Find out how as TEC principal analyst P.J. Jakovljevic looks at xTuple’s current ERP offerings and commercial editions, and speaks with xTuple CEO Ned Lilly on the vendor’s social capabilities, product development focus, market and competitive landscape, and future outlook.

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The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Epicor Releases New Windows Phone 8 Apps


At its recent Epicor Insights 2014 user conference, Epicor introduced two new Windows Phone 8 mobile apps—Expenses and Time Entry—designed to streamline recording and improve the accuracy and efficiency of time and expense tracking for employees in the field. The apps feature dashboards, timesheets and expense tracking forms, reminders, memos, rounding, notifications, personalization, and sharing.

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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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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Epicor Releases New Epicor LumberTrack Offering


The announcement on April 1, 2013, entitled “Epicor Announces Newest Release of Epicor LumberTrack,” might have sounded like an April Fool’s joke to anyone unfamiliar with this esoteric offering. But Epicor LumberTrack (formerly from Progressive Solutions) is indeed a comprehensive business software solution for lumber and wood product manufacturers and wholesale distributors (hardwood and

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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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