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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 free rental website crm


NetSuite 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

free rental website crm  

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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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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

free rental website crm  minutes. It's fast, it's free, and you'll get the results immediately . Click here for your own custom CRM for financial services software comparison. * The Rolls Royce of decision-making tools—ZDNet   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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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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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

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


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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?

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CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


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