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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.
Compare Now
 

 free templates for crm


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

free templates for crm  Reporting Software Selection | Free Software Selection | Manufacturing Software Selection | Software Selection Project | Estimating Software Selection | Supply Chain Software Selection | Software Selection Features | Assessment Software Selection | Consumer Software Selection | Standard Software Selection | Software Selection Tips | Simulation Software Selection | Software Selection Reference | Symbolic Software Selection | CRM Software Selection | CRM Software Selection Process | CRM Software Selecton

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Best Practices for Using Excel as a BI Tool


Like its Microsoft Office cousins, Word and PowerPoint, Excel is de rigueur software in businesses around the world. And in offices that lack a formal business intelligence (BI) solution, Excel often becomes the go-to tool for compiling and analyzing business data In this guide, John Wilson, CEO of Claim Insights, and other Focus Experts offer top tips and best practices for using Excel as a business intelligence tool.

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Hosted PBX Buyer's Guide for Small and Medium Businesses


A hosted Internet protocol private branch exchange (IP PBX) system can provide an easy way for small to medium businesses (SMBs) to move to voice over Internet protocol (VoIP) and get a new range of features and capabilities. While there are several IP PBX options, hosted applications are usually quicker and cheaper to install. Discover the critical features and services your SMB needs in a new hosted phone system.

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Dashboard Development and Deployment-A Methodology for Success


A dashboard is a vital tool for monitoring the daily health of your organization. From a single interface, decision makers have access to key performance indicators (KPI)—actionable information that can be used to effectively guide and track business performance. Successful implementation of a dashboard is complex and requires a step-by-step process using a methodology that considers all aspects of the project life cycle.

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Business Intelligence: Actionable Insights for Business Decision Makers


Despite significant investments in data collection and integration, few companies can redeploy accumulated data to drive business performance. To succeed, they need new business intelligence (BI) tools that can integrate and analyze huge amounts of internal and external data. Learn how such tools can help your company understand customer needs, identify trends, and use the resulting lead time to seize opportunities.

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The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects


Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key decision makers in operations, IT, and finance—as well as the executive team and the board of directors—to see value in the proposed WMS. But how can you improve your chances of getting management approval? Discover five strategies for information-gathering and approval.

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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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Sunrise Technologies’ AFT for Microsoft Dynamics AX Is Now TEC Certified for ERP for Fashion Industries


I am pleased to announce that Sunrise Technologies’ Apparel @ Footwear Template (AFT) for Microsoft Dynamics AX is now TEC Certified, and available for online evaluation of enterprise resource planning (ERP) solutions for fashion industries in TEC’s ERP Evaluation Center. Sunrise Technologies is a global ERP provider with headquarters in Winston-Salem, North Carolina, and regional

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Commsoft Technologies Fidelio (v.6) for ERP for Discrete Manufacturing Certification Report


The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP 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.

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K8 for ERP for Distribution Product Certification Report


K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP 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.

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ERP for Services (Non-manufacturing) for Industrial Automation


A multinational consulting company specializing in industrial automation was looking for a fully integrated enterprise resource planning (ERP) solution to replace its legacy system—a patchwork of point solutions.

To find the right solution, the company turned to TEC for a software evaluation and selection project.

Starting with a list of nine qualified solutions, TEC issued requests for information (RFIs) to each of the vendors. Based on the RFI responses, the company was able to compare the nine solutions and develop a shortlist of the three most promising ones for in-depth evaluation.

TEC also helped the company collect market data, and prepare scripts for a formal demonstration session—a key component of the final selection process.



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