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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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 ez data crm


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

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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 » ez data crm

CRM for the Finance and Banking Industry - Part 1


How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

ez data crm  for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. BEGINLYXd Read More

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.

ez data crm   Read More

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.

ez data crm  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

ez data crm  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Nationa Read More

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.

ez data crm  CRM,Microsoft,Microsoft Dynamics CRM,Oracle,NetSuite CRM+,evaluation,software selection,e-commerce,on-demand,Internet sales Read More

Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

ez data crm  Data Management: Big Data Proves Catalyst to Updating Data Management Strategies Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain. Read More

Data Loss Prevention Best Practices: Managing Sensitive Data in the Enterprise


While a great deal of attention has been given to protecting companies’ electronic assets from outside threats, organizations must now turn their attention to an equally dangerous situation: data loss from the inside. Given today’s strict regulatory standards, data loss prevention (DLP) has become one of the most critical issues facing executives. Fortunately, effective technical solutions are now available that can help.

ez data crm  Loss Prevention Best Practices: Managing Sensitive Data in the Enterprise While a great deal of attention has been given to protecting companies’ electronic assets from outside threats, organizations must now turn their attention to an equally dangerous situation: data loss from the inside. Given today’s strict regulatory standards, data loss prevention (DLP) has become one of the most critical issues facing executives. Fortunately, effective technical solutions are now available that can help. Read More

Understanding the PCI Data Security Standard


The payment card industry data security standard (PCI DSS) defines a comprehensive set of requirements to enhance and enforce payment account data security in a proactive rather than passive way. These include security management, policies, procedures, network architectures, software design, and other protective measures. Get a better understanding of the PCC DSS and learn the costs and benefits of compliance.

ez data crm  the PCI Data Security Standard MessageLabs Hosted Web Security and Content Filtering service operates at the Internet level, intercepting viruses, and spyware. Source : MessageLabs | Now part of Symantec Resources Related to Understanding the PCI Data Security Standard : Payment Card Industry Data Security Standard (PCI DSS) (Wikipedia) Understanding the PCI Data Security Standard Data Security is also known as : Data Security Architecture , Data Security Articles , Data Security Audit , Read More

Data Mining with MicroStrategy: Using the BI Platform to Distribute Data Mining and Predictive Analytics to the Masses


Data mining and predictive analysis applications can help you make knowledge-driven decisions and improve efficiency. But the user adoption of these tools has been slow due to their lack of business intelligence (BI) functionality, proactive information distribution, robust security, and other necessities. Now there’s an integrated enterprise BI system that can deliver data mining and predictive analysis. Learn more.

ez data crm  Mining with MicroStrategy: Using the BI Platform to Distribute Data Mining and Predictive Analytics to the Masses Data mining and predictive analysis applications can help you make knowledge-driven decisions and improve efficiency. But the user adoption of these tools has been slow due to their lack of business intelligence (BI) functionality, proactive information distribution, robust security, and other necessities. Now there’s an integrated enterprise BI system that can deliver data mining and Read More

A Definition of Data Warehousing


There is a great deal of confusion over the meaning of data warehousing. Simply defined, a data warehouse is a place for data, whereas data warehousing describes the process of defining, populating, and using a data warehouse. Creating, populating, and querying a data warehouse typically carries an extremely high price tag, but the return on investment can be substantial. Over 95% of the Fortune 1000 have a data warehouse initiative underway in some form.

ez data crm  Definition of Data Warehousing Biographical Information Bill Inmon Bill Inmon is universally recognized as the father of the data warehouse. He has over 26 years of database technology management experience and data warehouse design expertise, and has published 36 books and more than 350 articles in major computer journals. His books have been translated into nine languages. He is known globally for his seminars on developing data warehouses and has been a keynote speaker for every major computing Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

ez data crm   Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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The Path to Healthy Data Governance through Data Security


Companies today are challenged to maintain their data safe and secure from hackers and others with unauthorized access. In his article, TEC business intelligence (BI) analyst Jorge García looks the risks and issues that companies face with securing their data, the importance and advantages of data security, and outlines a path that companies can follow to achieve data security as part of an overall data governance initiative.

ez data crm  Path to Healthy Data Governance through Data Security The appropriate handling of an organization’s data is critically dependent on a number of factors, including data quality, which I covered in one of my earlier posts this year. Another important aspect of data governance regards the managing of data from a security perspective. Now more than ever, securing information is crucial for any organization. This article is devoted to providing insight and outlining the steps that will put you on the path Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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