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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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 free company janitorial checklist


Finance and Accounting Software Buyer's Checklist
And the smb finance and accounting checklist can help you with both.

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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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Premise PBX Checklist


Looking for a new business phone system? To find a premise-based private branch exchange (PBX) solution that meets your needs, you should ask yourself several key questions about your current situation. Be sure to specify your business requirements up front to PBX providers—and know which you’re prepared to drop in return for a lower cost. This checklist can help you ask the right questions and keep track of the answers.

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Primrose Candy Company




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Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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Checklist: Choosing the Right Financial Services Vendor


Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.

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Fulfillment Company Reduces Shipping Errors with WMS


International Marketing Group (IMG) was used to tall orders. And although fulfillment mistakes were rare for the third-party logistics company, any errors that did occur were extremely costly. In order to stay competitive, IMG realized that it would need to increase its fulfillment output. With its new warehouse management system (WMS), IMG’s shipping time has gone from several days to mere hours.

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Vulnerability Management Buyer’s Checklist


Choosing a solution for vulnerability management (VM) is a critical step toward protecting your organization’s network and data. Without proven, automated technology for precise detection and remediation, no network can withstand the daily deluge of new vulnerabilities that threaten security. This 12-point short list of considerations can help you determine what solutions will work best for your organization.

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An E-Commerce Company That Can Pay The Bills


Concur Technologies added a module that handles miscellaneous payment requests to its eWorkplace suite. It seems like a small thing, but handling all those little expense reports adds up to a big one.

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McKinsey & Company


McKinsey & Company is a management consulting firm focusing on senior management. Founded in 1926, the firm advises governments, businesses, and institutions.

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Checklist: Adding Up the Return on IP Telephony Investments


Calculating the total cost of ownership (TCO) of an Internet protocol (IP) telephony system is complicated. And you need to know the return on investment (ROI). But knowing the TCO doesn’t make it easy to figure out the ROI—because the benefits of IP private branch exchange (PBX) aren’t easy to quantify. You can, however, get an idea of your ROI by knowing 10 ways a new IP phone system can repay the money you spend on it.

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Amerisure Mutual Insurance Company


With 10 remote office locations spread across nine states, Amerisure was in need of a communications platform that would enable the company to enhance the distribution of information to employees. Employees located in satellite offices, with no direct access to the home office, can feel disconnected from corporate headquarters’ operations and activities. Amerisure needed to communicate to employees in a timely manner that would allow the flow of accurate, important information, whether that data be employee-specific, such as salary, job, or benefit information, or company news and updates. In addition to a centralized communication platform, the company wanted heightened management of its workforce through the use of business intelligence tools that would allow it to track trends and have improved monitoring capabilities for each location.

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