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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 erp crm workflow


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

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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

CMMS – EAM

Enterpise asset management (EAM) solutions support maintenance management tasks. Asset management systems typically enable planning, controlling, and monitoring of physical asset events. EAM typically includes computerized maintenance management system (CMMS) functionality, fleet maintenance, workflow, reporting, and other areas that touch upon asset management practices. 

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Documents related to » erp crm workflow

Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 2: Market Impact


Tier2/Tier 3 vendors are prepared to endure the onslaught of the likes of SAP, Oracle, and PeopleSoft, as well as of proverbial mid-market leaders such as J.D. Edwards, Baan, Intentia, QAD, IFS and Epicor, and newly formed mid-market juggernauts like Microsoft Great Plains, Best Software (formerly Sage Software), and Navision, to name some. Frontstep and the Syspro Group lead the way.

erp crm workflow  extracts data from both ERP and CRM applications to, e.g., determine the best prices to quote and the best promotions to apply in every particular case. Product lifecycle management (PLM) is another promising area, especially for the manufacturing sector, where product data management (PDM), which is part of PLM, will likely become more intertwined with ERP, SCM and CRM applications. Engineering department's productivity and product design cycle-time reduction might lose their competitive advantage trait Read More

CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor


TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

erp crm workflow  salesforce.com customers. Other cloud ERP and CRM vendor and their SIs are also being considered for potential alliances.   Vertical Focus   The FPX Industry Solution Platform (FPX ISP) module is an application framework for ISVs and value-added resellers (VARs) to create industry-specific solutions based on combining their domain expertise with FPX ISP to create unique vertical revenue performance management solutions. The platform is a key component of FPX’s vertical solutions strategy.
   To Read More

'Collaborative Commerce': ERP, CRM, e-Procurement, and SCM Unite! A Series Study


Now in 2001, the catchphrase is 'Collaborative Commerce', where we unite all of the elements of ERP, CRM, E-Procurement, and SCM into one coherent system within and between organizations. This is the stuff system integrators dream of.

erp crm workflow  level attributes of both ERP and CRM systems, in order to set us up for evaluating the state of various vendor C-Commerce solutions. ERP Enterprise Resource Planning, which came into its own in the early 90's, is typically comprised of the following key high-level components: Manufacturing and Logistics Finances and Accounting Human Resources and Payroll For a complete definition of the scope of ERP, please refer to the article: Essential ERP: It's Functional Scope . ERP has extended backward, outside Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

erp crm workflow  a notable set of ERP and CRM solutions. Garnering Leading Microvertical ERP Solutions Consona’s acquisition strategy is to target horizontal applications and microvertical ERP software companies with revenues of $5 million (USD) or more. The reason for focusing on these microverticals is that Consona wants to capture specific industry expertise and technology, whether it be new microverticals (industry subsegments that tend to be highly defendable niches), new enterprise software applications, or Read More

Epicor ERP Software System (v. 9.05) for Discrete Manufacturing ERP Certification Report


Epicor ERP Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturers in the ERP 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.

erp crm workflow  ERP Software System (v. 9.05) for Discrete Manufacturing ERP Certification Report Epicor ERP Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturers in the ERP 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 Read More

The Path to ERP for Small Businesses, Part 2: Evaluation of ERP Software


If you’ve gone through the research phase while looking for ERP, the next major step is the evaluation process. At the end of it, you should have a shortlist of products that best fit your needs, which will be used in the final stage: the selection.

erp crm workflow  Path to ERP for Small Businesses, Part 2: Evaluation of ERP Software Part 1 of this series of articles described the process of research , the first important step in any software selection project. Part 2 will describe the evaluation of the products available in the market to determine which one fits best for the needs and requirements defined during your research, which will help you create the shortlist that will be used to make the final decision. Once you have the list of main processes and the wor Read More

Justification of ERP Investments Part Two: The Intangible Effects of ERP


The intangible or non-financial benefits of an integrated enterprise resource planning (ERP) system can be viewed from several perspectives. For illustrative purposes, the discussion will focus on the benefits for accounting, product and process design, production, sales, and management information system MIS functions. From the overall company standpoint, ERP provides a framework for working effectively together and providing a consistent plan for action. Reprinted from Maximizing Your ERP System by Dr. Scott Hamilton.

erp crm workflow  of ERP Investments Part Two: The Intangible Effects of ERP The Intangible Effects of ERP* The intangible or non-financial benefits of an integrated enterprise resource planning (ERP) system can be viewed from several perspectives. For illustrative purposes, the discussion will focus on the benefits for accounting, product and process design, production, sales, and management information system (MIS) functions. From the overall company standpoint, ERP provides a framework for working Read More

Ability 585 for ERP for Manufacturing (SMB) Certification Report


Ability 585 is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) solutions in the ERP 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.

erp crm workflow  585 for ERP for Manufacturing (SMB) Certification Report Ability 585 is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) solutions in the ERP 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. Read More

A Guide to Selecting the Right ERP Partner


Enterprise resource planning (ERP) systems enable organizations to reduce costs, become easier for customers to do business with, and manage growth expectations. As organizations determine their ERP strategy, they need to choose the right ERP vendor partner. This guide explores the "pros and cons" of the four types of ERP partners: partner ecosystems, frameworks, best-of-breed packages, and end-to-end integrated solutions.

erp crm workflow  to Selecting the Right ERP Partner Enterprise resource planning (ERP) systems enable organizations to reduce costs, become easier for customers to do business with, and manage growth expectations. As organizations determine their ERP strategy, they need to choose the right ERP vendor partner. This guide explores the pros and cons of the four types of ERP partners: partner ecosystems, frameworks, best-of-breed packages, and end-to-end integrated solutions. Read More

ERP in Manufacturing AXIS


Enterprise resource planning (ERP) provides a necessary infrastructure, along with the transactional detail and system of record that any manufacturing business needs. But ERP also enables streamlining and accelerating business processes—while providing visibility to those processes throughout the enterprise. This AXIS report looks at ERP solution providers from a market readiness and customer value derived perspective.

erp crm workflow  manufacturing business needs. But ERP also enables streamlining and accelerating business processes—while providing visibility to those processes throughout the enterprise. This AXIS report looks at ERP solution providers from a market readiness and customer value derived perspective. Read More

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.

erp crm workflow  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. Read More

iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

erp crm workflow  ERP Software Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration. Read More

IntegrateIT ERP 123 V7.2.561 for ERP for Distribution Product Certification Report


Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in TEC’s ERP 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.

erp crm workflow  ERP 123 V7.2.561 for ERP for Distribution Product Certification Report Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in TEC’s ERP 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 Read More

Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP 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.

erp crm workflow  100 Standard ERP (v. 4.5) for ERP for Services Certification Report Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP 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 Read More