X
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
 

 microsoft crm financial advisor demo


CDC Software Wins at the Pivotal Auction. Now What? Part One: Event Summary
While Pivotal might have temporarily mitigated its protracted troubles by having the privilege to choose between three potential suitors, the time for some

microsoft crm financial advisor demo  a niche provider of Microsoft -based eService solutions, and Oak Investment Partners, the controlling shareholder of the combined business. At that time, the parties anticipated that the transaction would close in November or December of 2003. Pivotal's new management team was to be comprised of key members of both Pivotal's and Talisma's current management teams. Talisma, a privately-held company based in Kirkland, Washington, US, has licensed software to more than 400 companies, and, according to all

Read More


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  

Start Now

Documents related to » microsoft crm financial advisor demo

Oracle E-Business Suite (12.1) for Mixed-mode ERP Certification Report


Oracle's ERP for mixed-mode manufacturing system, E-Business Suite (12.1), is now TEC Certified. The certification seal is a valuable indicator for organizations who rely on the integrity of TEC’s research services for assistance with their software selection projects. Download this 28-page TEC report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

microsoft crm financial advisor demo   Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

microsoft crm financial advisor demo   Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

microsoft crm financial advisor demo   Read More

Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

microsoft crm financial advisor demo   Read More

Financial Fusion ~ E-Finance Wireless Leader?


Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

microsoft crm financial advisor demo   Read More

Dynamics GP


Microsoft Dynamics GP is a comprehensive business management solution that helps companies adapt to new opportunities and continued growth. Designed for how people really work, Microsoft Dynamics GP equips companies to keep pace with the competition, manage changing markets, enable unique business requirements, and connect the full range of business processes across the organization. With Microsoft Dynamics GP, companies can get up and running quickly, maximizing the productivity of their people, and feel confident that they’ve made an investment that will support their business needs now and into the future.  

microsoft crm financial advisor demo   Read More

Spotfire Financial Analytics


Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat.  

microsoft crm financial advisor demo   Read More

Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

microsoft crm financial advisor demo   Read More

Microsoft Certified Fresh


On July 14, 2000, at the Fusion 2000 business symposium, Microsoft Corp. announced new tools and programs to support the growing application hosting market. Application service providers (ASPs) can take advantage of new technical resources, partnerships, licensing and certification programs.

microsoft crm financial advisor demo   Read More

Financial Applications Comparison Chart


It’s clear that most software vendors offer solutions that fully support standard financial functionality. So how do you choose the financial software that's right for your company? See how some of the major players stack up.

microsoft crm financial advisor demo   Read More