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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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 financial planner crm


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

financial planner crm  Strategic Planner, Marcom Manager, Financial Manager, and Event Manager, and a suite of products for customer communications including Direct Marketer, Lead Manager, and Web Response Manager. Aprimo's flagship product is Aprimo Marketing, a web-based platform that lets marketers manage direct and e-mail marketing campaigns, sales leads, events, finances, web responses, and marketing communications and planning. Market and Sales Prospects The acquisition of YOUcentric (CRM) about 1 year ago by J.D. Edwards

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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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Upland Software Announces Release of Tenrox 2013 R2


The latest release of the Tenrox solution for professional services automation (PSA), Tenrox 2013 R2 was announced by Upload Software. Tenrox is the only workflow-driven cloud PSA solution available for services organizations, and it is part of the broader portfolio of cloud-based enterprise software solutions for project, portfolio, and work management. Through acquisitions, Upland now has an

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Intentia Braces For Its Ongoing Roller-Coaster Ride Part 1


Intentia remains solid, with a broad product portfolio footprint and a slight increase in revenue, despite vacillating financial results. The company still needs to do a much better marketing job to achieve stronger global brand recognition well beyond its esoteric industries/geographies stronghold pockets, as one would expect from a company with such an offering.

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The Essential ERP - Its Genesis & Future


Knowing the history and evolution of ERP is essential to understanding its current application and its future developments. Each step in the evolution of ERP is built on the fundamentals and principles developed within the previous one.

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i2 Technologies at the Front of the Supply Chain


i2 Technologies is the largest and fastest growing vendor of supply chain management software with $456 million in revenue over the last twelve months and a 48% average growth rate over the last five years. Fueled by a powerful sales and marketing machine and corporate development strategy, i2 will maintain its lead through Y2K and beyond.

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2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

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Oracle Financial Analytics


Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions.  

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PSI Planner


PSI Planner is a supply chain planning system designed for Windows operating systems. It features integrated sales forecasting, distribution requirements planning, material requirements planning, and master production scheduling modules. PSI Planner is targeted toward small-to-mid-sized manufacturers, distributors, and retailers in all industries worldwide.  

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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 client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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PEER Planner


The PEER Planner forecasting system runs under Windows, and gives enterprises the tools needed to coordinate plans and develop forecasts. Features of the product include automatic baseline forecasts, centrally developed and distributed by customer account, region; forecast error tracking for multiple views via "at-a-glance" graphical views; judgemental overrides of units and revenues; and field sales composites track input from the sales team or customer. It also includes promotion and event management to help determine the impact of promotions; safety stock analytics; and replenishment planning for "just-in-time" inventory management.  

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