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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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 formation crm


Oracle is Word One at Ford
Ford Motor Company and Oracle Corporation announced the formation of the AutoXchange, an integrated electronic procurement supply chain to be created and run as

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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 » formation crm

Sage Attempts a More Coherent Midmarket ERP Strategy in Europe


Sage Group plc is a leading global provider of business management software to small and medium-sized companies, with over 6 million customers and more than 13,500 employees in 24 countries covering the UK and Ireland, mainland Europe, North America, South Africa, Australia, Asia, and Brazil. After recently streamlining and rebranding its ERP and CRM offering in North America, Sage recently

formation crm  Sage recently announced the formation of a new organization to drive its growth  across the European mid-market . The organization, which is in place from January 2013 and is led by Christophe Letellier, will be aligned behind Sage’s flagship solution, Sage ERP X3 , and other local mid-market offerings. Letellier will retain his role as CEO Sage ERP X3 in addition to his new role leading Sage's European mid-market business. Sage ERP X3 has held a strong and growing market position since its launch, Read More

Baan Yet Another ERP Vendor to Find a Sanctuary Under Invensys’ Wing


On June 1, languishing Dutch ERP vendor The Baan Company finally found a 'knight in shining armor'. British automation equipment maker Invensys has agreed to pay $2.65 per share for Baan. The deal is valued at approximately $709 million.

formation crm  2000, is announcing the formation of the Invensys Software and Systems division ( ISS ) as an extension of its Sensor to Boardroom product strategy for becoming an integrated software and systems provider. Invensys claims that the Baan acquisition is an important step in implementing this strategy and the combined ISS division will be a leader in the supply and development of integrated business application software. The pro forma combined division will have annual total revenue of approximately $2 Read More

Analysis of SAS Institute and IBM Intelligence Alliance


The SAS Institute and International Business Machines announced a new business intelligence relationship on January 24, 2000. IBM has announced that it is refocusing its partnering efforts "to provide world-class e-business applications." The SAS Institute will provide BI expertise and leverage IBM's consultant force.

formation crm  that will include the formation of consulting practices focused on SAS solutions, and further development of e-business intelligence solutions that integrate IBM's DB2 database product family and SAS software. The announcement between the two business intelligence leaders is the latest in a select group of key strategic relationships forged by IBM as it refocuses its partnering efforts to provide world-class e-business applications. Recent announcements have included partnerships with other leading Read More

Epicor Insights 2013


Epicor held its Insights 2013 conference in Nashville last week, attended by 2,900+ customers, 500+ employees,  300+ partners, and 100+ exhibitors, and with more than 700 sessions. Clearly Epicor has a lot to talk about. TEC's Aleksey Osintsev and I covered the event and, in numerous one-on-one meetings with Epicor managers, executives, partners, and third-party consultants, received an up-close

formation crm  post-Activant event) to the formation of the new Epicor, the story of the Solarsoft acquisition this year was simply part of Epicor's vertical positioning—how the acquisition of Solarsoft augments Epicor’s presence in certain verticals (lumber and building materials, wholesale distribution, print and packaging, and  automotive) and puts Epicor into other new verticals (process manufacturing: food and beverage, pharmaceuticals, mills, metals, and chemicals). Epicor clearly leads with certain Read More

Dynamics 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.

formation crm  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 Read More

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.  

formation crm  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. Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

formation crm  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. 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.

formation crm  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

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.

formation crm  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 Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

formation crm  but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with customer insight and a real-time information pipeline, which allows for accurate and timely forecasting. This allows you to build and focus on high-profit, sustainable customer relationships. CRM also provides your staff with customer Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

formation crm  Multiple silos of customer information and a lack of visibility into its global sales pipeline hindered the company s effectiveness in retaining customers, responding to opportunities, and closing deals. The most compelling CRM solution for them was a Web-based one so that they could quickly deploy it without getting internal IT staff involved. Sales visibility was non-existent and processes were all very manual prior to Salesforce, says Hernan Vera, group director at Ryder. We implemented Salesforce Read More

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?

formation crm  Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact P.J. Jakovljevic - December 28, 2001 Event Summary With the release of the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

formation crm  most recent request for information (RFI) data supplied to us by the three vendors. The chart below shows the overall rankings. CRM Vendor Overall Rankings Results As you can see in the chart above, straight out of the box, Microsoft Dynamics CRM ranked first overall, with Oncontact CRM coming in second, and SageCRM/SageCRM.com placing third. Overall scores were based on the average level of support the vendors offer across all three main CRM modules. However, as with most aspects of enterprise software, Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

formation crm  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More