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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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 erm crm


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

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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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RB-ERP


WorkWise is a leading developer of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software solutions along with comprehensive implementation and support services. Its flagship products, Role-Based ERP and OnContact CRM are customizable, easy-to-use and quick to implement. Use of these software applications enable users to enhance efficiency by performing their jobs in less time with greater accuracy and improved proficiency.Our unique and innovative Role-Based ERP software is a revolutionary ERP application that’s assembled to meet the individual needs of each user. Role-Based ERP is made up of Role-Based WorkBenches, which are screens that are configured to match each user’s role within the company. With WorkBenches, workflow is configured for each user’s role and designed specifically for his or her job. This way, users don’t have to move in and out of applications; everything they need is just a click away. In this environment, our customers work smarter and faster – improving productivity and reducing costs.   Role-Based ERP empowers users to make informed decisions on production processes and business activities by providing proactive, up-to-the-minute information. This allows you to shorten cycle times and optimize manufacturing information, supply chain management and manufacturing execution and planning. Role-Based ERP is specifically designed for make-to-order, engineer to order, configure to order, build to stock and mixed mode manufacturers.

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CRM: What Is It and Why Do It? Part One: Historical Background


Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that support customer-facing functions and management decision making. That may capture the essence of what CRM is, but it does not begin to capture why an end user organization should invest significant resources to pursue such an initiative.

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Xchange Adds To The List Of CRM Point Solutions' Casualties Part Two: Market Impact & User Recommendations


Why has it been so difficult for CRM point solution providers to even find a white knight, which has not generally been the case with even ancient ERP products? Could it be that while the traditional introspective mind-set of ERP becomes history, its functionality remains critical and CRM is being absorbed into ERP solutions?

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Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft?

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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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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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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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