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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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 how to review a crm system


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

how to review a crm system  what to evaluate and how to evaluate in a structured manner. Beyond the software there are a number of other factors that also need to be considered. Some of the most important considerations are outlined on the following page. Alternative Software Deployment Models Over the last 5 years the business application software industry has gone through a transition (some claim “transformation”) moving toward new delivery models based on “software as a service”. A little history may help here. A

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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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Documents related to » how to review a crm system

10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

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How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

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How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

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A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

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Case Study: How a Midsized Company Saved over $870,000 on a $3 Million Microsoft Enterprise Agreement, in Less Than Three Weeks


In 2004, Microsoft offered a midwestern-US-based financial services corporation a range of options to renew and replace its existing enterprise agreement. But without the right negotiating skills, how could it be certain Microsoft’s offer was the most cost-saving approach? The company engaged an independent consulting firm, and in less than three weeks recognized savings of 28 percent on a $3 million (USD) agreement.

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How to Use Projects to Master Asset Management


IFS co-founder Ulf Stern and senior advisor Anders Wilhelmsson discuss how project management functionality that is tightly integrated with enterprise asset management (EAM) and asset lifecycle management (ALM) tools is essential to executives of asset-intensive industries. Lacking this integration, valuable asset data is lost and asset utilization cannot be maximized.

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Can a Mobile App Get You a Job Interview?


Serendipity, in addition to actual qualifications and experience, plays a major role in a job search. Indeed, scoring an interview increases one’s chances of impressing (or not) a potential employer. But how do you win that face time? Candidates struggle to distinguish themselves, while recruiting managers wade through the hundreds of cut-and-dried resumes they receive each day. In the interest

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It’s All about Security: Things to Know Before You Open the Doors to Smartphones and Tablets in Your Enterprise


Mobile devices such as smartphones and tablets may be putting your corporate information at risk. Lost or stolen smartphones that are not password-protected, or information in corporate e-mail or business applications transmitted wirelessly but not encrypted, can all too easily expose confidential corporate data. Download this white paper to learn about key strategies for protecting your enterprise mobile devices and the sensitive data they contain.

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How to Use Technology to Support the Lean Enterprise: Achieving Profitable Growth through Lean


Many competitive businesses are implementing “lean” initiatives to expose and attack waste and setting goals for continuous improvement through Six Sigma principles. Consensus is growing that technology is key for successful lean initiatives. This white paper defines addresses the impact lean initiatives have on profitability and considers the role of information technology (IT) in enabling lean initiatives.

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