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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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Compare Software Solutions
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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 finances crm


Xchange Adds To The List Of CRM Point Solutions' Casualties
Xchange's protracted troubles and its recent inglorious demise and subsequent auctioned sellout may prove the fact that the CRM point providers without a clear

finances crm  battling to secure new finances, Xchange surprisingly managed to build a strong real-time engine to deliver targeted promotions based capability to detect important customer events and behaviors from transactional data throughout multiple marketing channels within an enterprise. Even as late as January 9, 2003 the company announced the release of its Xchange 9 browser-based suite that enables marketers to automatically trigger an appropriate communication to the customer immediately after they exhibit a

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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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NetSuite SRP—Catering to Both Service and Product Companies


At SuiteWorld 2014, NetSuite announced its new services resource planning (SRP) solution, which addresses all the needs of both services- and product- based businesses. Get all the details in P.J.'s fourth write-up from the conference.

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Is J.D. Edwards's CRM 2.0 (With more than 200 Enhancements) Good News?


When it comes to touting 200 product enhancements, what J.D. Edwards is saying is that ease of integration is important to mid-market companies because they have less flexibility for trial and error. J.D. Edwards's CRM implementation success through its existing customer base will testify to the reliability of its enterprise integration and what remains, is to verify the product's ability to fit verticals needs.

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BST Global


BST Global delivers practical business software and services solutions to Professional Services Organizations. For over thirty years, we have helped our clients more profitably manage their projects and finances, improve customer relationships and better manage resources the world over.

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Synergy Business Solutions


OVERVIEW & INDUSTRIES Synergy Business Solutions provides comprehensive software solutions primarily to organizations doing project-based work, including architecture, engineering, construction, pharmaceutical, research, biotechnology, professional services, and make-to-order manufacturing companies. SOFTWARESynergy implements Microsoft Dynamics SL (formerly Solomon) project-accounting (job-costing) software and integrates it with software you already use, i.e. Microsoft Office, as well as project management, CRM, collaboration, and analytics and reporting software. STRATEGIC VALUEThrough this powerful integration, Synergy helps organizations that have outgrown their systems and procedures or have found them cumbersome, to operate more efficiently and profitably while effectively managing projects, resources, time, financials, and growth. PROVES THE SYSTEM WORKS BEFORE YOU PURCHASE Synergy’s Plan > Prove > Purchase > Perform approach means Synergy plans your solution, using your real data, and then proves to you that it meets your business requirements. You see a working solution not a theoretical demonstration before you purchase. Once implemented, your company performs with new efficiency. SOLUTIONSProject Management and Accounting Synergy implements and supports Microsoft's Project Management and Accounting solution. It empowers your organization’s managers with a flexible, integrated solution tailored to your business needs. From smoothly launching new projects and tracking their progress, to getting out invoices, to analyzing projects, this powerful solution helps keep projects on track.Financial Management With your project-accounting solution you get seamless financial connectivity across your entire system, including integration with project accounting, materials management (distribution), and other business processes. Information is centralized and easily accessible, helping eliminate redundant data entry, increase accuracy, and facilitate informed, flexible reporting. Analytics and Reporting Synergy’s Analytics and Reporting solutions utilize the data in your accounting/ERP system generally Microsoft Dynamics SL along with the most advanced analytical tools, to deliver accurate business insight about your customers, projects, markets, finances, inventory, orders, etc.Materials Management Superb customer service begins and ends with your ability to maintain control over every aspect of your materials management or distribution processes. Synergy helps you build long-term profitability with lasting relationships with your customers and vendors providing them with the information and services they want.Business Portals Enhance productivity by providing user and customer-specific access to information and processes from a single portal. Synergy implements Business Portal, integrated with project accounting software, which takes the hassle out of common tasks, reduces information support costs, and helps deliver at-a-glance access to project and financial information, anywhere and anytime. Collaboration Through Microsoft Windows SharePoint Services, Synergy helps your project-driven organization increase efficiency and improve team productivity. SharePoint delivers tools for collaboration and document management and sharing that keep people connected across organizational and geographic boundaries.CRM Synergy’s integration between Microsoft Dynamics SL and Microsoft CRM gets you one-click customer views in CRM from within accounting or project modules. Data created in one application automatically passes to the other, which reduces duplicate data entry and gives all stakeholders complete visibility of a customer

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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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Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

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