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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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 goldmine financial


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

goldmine financial  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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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

Financial Packages

Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.  

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Documents related to » goldmine financial

Business Automation Solutions


Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and Relationship Technology) consulting firm that has effectively introduced thousands of professionals to GoldMine CRM and other CRM solutions through consultation, implementation, training, reporting, systems integration and support. We apply CRM “best practices” in industries such as professional sports, software, equipment sales, engineering, financial services, business services, health care, logistics, material handling, leasing and manufacturing. BAS is a software integrator and developer of CRM integrated email marketing and website navigation tracking add-on solutions including IntelliClick® and IntelliSend®. We unite your sales, marketing and customer service departments using GoldMine CRM technologies to collectively turn prospects into customers.

goldmine financial  thousands of professionals to GoldMine CRM and other CRM solutions through consultation, implementation, training, reporting, systems integration and support. We apply CRM “best practices” in industries such as professional sports, software, equipment sales, engineering, financial services, business services, health care, logistics, material handling, leasing and manufacturing. BAS is a software integrator and developer of CRM integrated email marketing and website navigation tracking add-on Read More

Microsoft Convergence 2003 portrayed an Enterprise Solutions crossroad!


Microsoft Convergence 2003 provided a perfect learning experience to appreciate the overall Microsoft Business solutions and the directions that Microsoft intends to take. To that end the word 'convergence' was not an element of pure fate but rather a portrayal of integration between Microsoft back and front office applications. The only discordance with this depiction we felt was the way Microsoft plans to enhance its product definition through a large number of independent software vendors (ISV).

goldmine financial  migrate from Act or Goldmine to MS CRM. Microsoft and Surebridge have partnered to offer an ASP version of MS CRM. Customers can opt to host their CRM application along with their mail server at Surebridge premises for an extra fee per month. Surebridge headquartered in Lexington, Massachusetts, is a provider of outsourced enterprise application solutions for middle market companies, delivers brand name application choice and strategy, implementation, and outsourcing services. User Recommendation Read More

Will Oracle’s Freebie Shot Hurt (Or Only Graze) Siebel?


Oracle will not rest until it comes close (or even overtakes) Siebel in the CRM market. Its latest gimmick from its bag of tricks was the recent launch of the OracleSalesOnline.com system, which allows businesses to use Oracle's SFA software for free. However, any additional CRM components users might need will not be free…

goldmine financial  smaller CRM players (e.g., Goldmine) or companies that currently offer similar commoditized functionality, like Salesforce.com. While this move may help Oracle enter potential customers via their back door, it is not going to seriously jeopardize Siebel's leadership without proven rich CRM 11i functionality supposedly tightly interwoven throughout its entire 11i product suite. Early indications from early Oracle CRM adopters have shown significant improvements compared to its earlier, sub-optimal Read More

Welcome to the CRM Mid-Market Abyss-PeopleSoft


As the market shifts from sophisticated enterprise CRM implementations to the more competitive and overcrowded mid-market-large enterprise vendors tend to step on mid-market vendor's toes. The real concern is to determine whether the mid-market cultural and functional differences are well understood and acted upon or do the large players simply offer a smaller mockup of their existing enterprise solutions. This article, which evaluates the PeopleSoft mid-market CRM solution, is the first of a series of research articles that focus on the mid-market applications provided by large CRM vendors.

goldmine financial  , FirstWave , Frontrange (Goldmine) , Maximizer , etc. These vendors basically created their tools based on the SME needs and priced the tools accordingly. Microsoft recently joined the team with its new CRM package MSCRM. See Microsoft Convergence 2003 Portrayed an Enterprise Solutions Crossroad! The Major Leagues are Courting the SME Market Faced with stagnant growth in the Enterprise-sized demand, many of the top CRM vendors such as Siebel , SAP , Oracle , and PeopleSoft are now heavily focused on the Read More

IBM Cognos Financial Analytics


IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service.    

goldmine financial  Cognos Financial Analytics IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service. Read More

Financial Excellence: Closing Your Books Quickly


Find out in the white paper the financial close: optimizing performance and driving financial excellence.

goldmine financial  Excellence: Closing Your Books Quickly Thanks to time-consuming and labor-intensive compliance regulations—such as Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time for value-added analysis; and improved control Read More

SAP Financial Performance Management


Enterprise performance management (EPM) applications for finance, which are part of the SAP BusinessObject EPM solutions, cover the full lifecycle of financial management. The applications integrate enterprise data and processes to streamline traditional finance processes.

goldmine financial  Financial Performance Management Enterprise performance management (EPM) applications for finance, which are part of the SAP BusinessObject EPM solutions, cover the full lifecycle of financial management. The applications integrate enterprise data and processes to streamline traditional finance processes. Read More

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

goldmine financial  Study: Financial Services Industry The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More

Throw Away Your Financial Statements: Managing by Metrics


Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and create graphics of key performance indicators (KPI), businesses should now concentrate on KPIs, which influence profitability.

goldmine financial  Away Your Financial Statements: Managing by Metrics Originally published - September 15, 2005 Introduction Accounting systems have always had two primary goals: track information in detail and generate financial and operational reports. Until recently it has not been technologically possible to do anything else., except process information, create invoices, pay invoices, pay employees, track costs, and generate financial statements at the end of the month. That's fine, but the problem is that Read More

TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

goldmine financial  2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought Read More

Financial ISV Partnership


Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

goldmine financial  ISV Partnership Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product. Read More

2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

goldmine financial  Buyer's Guide to Accounting and Financial Software 2011 Buyer's Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today's Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the Read More

Risks of Using Excel as a Financial Planning Tool


Structured planning can make all the difference to your business’s growth. But are you using the right tools? Spreadsheets may not be meeting your financial management and budget planning needs. Find out the risks of using spreadsheets as a planning tool, and how enterprise performance management can help consolidate your departments’ financial information and budgets to give you real-time views of business performance.

goldmine financial  of Using Excel as a Financial Planning Tool Structured planning can make all the difference to your business’s growth. But are you using the right tools? Spreadsheets may not be meeting your financial management and budget planning needs. Find out the risks of using spreadsheets as a planning tool, and how enterprise performance management can help consolidate your departments’ financial information and budgets to give you real-time views of business performance. Read More

Davidson Companies


Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.

goldmine financial  Companies Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months. Read More