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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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 online crm


Microsoft Releases Two Dynamics CRM Online Partner Updates
Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates, Dynamics CRM Online in Open (available as of February 1

online crm  full suite of Microsoft Online Services, and now also for Microsoft Dynamics CRM , to their customers in a way that best works for their customers’ needs. Under this program, partners can sell and bill customers directly, versus customers having to pay Microsoft for the core service and pay partners separately for any add-on services. As such, it opens up new opportunities for partners as they can sell/bundle their services, and gives SMBs access to the full suite of Microsoft Online Services through

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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

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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Case Study: Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-sell Opportunities


Real estate firm The Norris Group was holding ten years of customer history with an online e-mail marketing vendor. Costly errors, data loss, and the lack of vital features convinced the firm to find a new solution that would store data and make it available whenever needed. Find out how the new online solution safeguards, analyzes, and shares customer data with employees, while easing the IT administrative burden.

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Commence Adds Google Maps to the Online CRM Software


Commence Corporation has announced the availability of a Google Maps feature integrated to the Account's and Leads detail screen of its online CRM solution. This new feature appears to be useful for individuals who visit their customers or prospects on-site. The easy access to customer location allows for the optimization of a customer visit schedule. Commence has developed a midsize market CRM

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Case Study: Junk Removal Service Finds Gold with Microsoft Dynamics CRM Online


A residential and commercial junk removal company with a toll-free call service was using an industry-specific customer relationship management (CRM) solution that couldn’t be customized. The company needed a CRM system that could capture, share, and use customer data specific to its operations, to acquire and retain more customers. Discover how the hosted CRM solution helps ensure business continuity and other benefits.

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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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Proof Positive: Increasing Your Online Sales and Transactions


In Proof Positive: Increasing Your Online Sales and Transactions, you'll learn about the highest level of Web security: extended validation SSL.

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