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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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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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 get rfi rfp templates for crm


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

get rfi rfp templates for crm  Insurance Markets Implementation Surprises Get a clear picture of any required customizations. Help CRM for Financial and Insurance Markets vendors accurately cost required development work. Compare your existing systems to the winning solution (gap analysis). All of TEC's RFI/RFP Templates are delivered to your in-box as Microsoft Excel spreadsheets so you can easily share and customize them.

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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  

Evaluate Now

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You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language


When ideas fail, words come in very handy. - Johann Wolfgang von Goethe Software Selection Pitfalls Quick, what’s the number-one pitfall of the software selection process? If you said “budget, buy-in, and boardroom politics,” you’re wrong. Because that’s three pitfalls. We’ll get into those another time. Miscommunication, on the other hand, will torpedo your software

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Upside Software Remains on the Upside of the Contract Management Market


My recent article entitled “Why Should Enterprises Manage their Contracts Closely?” analyzed the importance of enterprise-wide contract lifecycle management (CLM) solutions and stated that many enterprises still use inappropriate makeshift tools to manage their important contractual terms and conditions. The article concluded with the fact that enterprise resource planning

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Customer Relationship Management (CRM) RFI/RFP Template


Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

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It’s About Process (or the Ability to be Responsive) -- Part IV


Part III of this blog series introduced Webcom ResponsAbility, the on-demand workflow automation and business process management (BPM) solution. Anyone interested can take the product for a free trial test drive here. Other Real Life ResponsAbility Use Examples In addition to the examples described in Part III, another example of the ResponsAbility software in use can be found in Grayhill

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An Opportunity for Change: 10 Recommendations for Advancing Your HR Technology Strategy


This report outlines 10 recommendations for companies to advance its human resources (HR) technology strategy. From conducting a global systems inventory and redeploying software to recalibrating talent strategies and targeting critical roles to focusing on end-user experience and tapping social collaboration, it offers easy-to-implement recommendations to help organizations d position themselves for long-term success.

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Value Proposition for IBM Power Servers And i: Comparing Costs for EnterpriseOne Deployments


It is a challenging time for Oracle EnterpriseOne (E1) users. Organizations must contain IT costs and still meet business demands. In many cases, pressures to improve performance and increase efficiency are magnified by today’s economic conditions. One solution is to employ—or continue to employ—the IBM Power server platform and i for core E1 systems. Learn how four different installations fared with this solution.

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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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ERP Analytics vs. BI for Manufacturing: Which Is Right for Your Organization?


Organizations are constantly looking for ways to maintain their competitive advantage and increase sales while lowering costs. Analytics helps organizations identify whether they are getting the most out of their resources. Is the money they spend going to good use? Are they proactively identifying ways to cut costs while maximizing resources?Enterprise resource planning (ERP) solutions

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IFS Applications (version 8.0) for ERP for the Mining Industry Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry 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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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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