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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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 prism crm


Sage ERP and CRM Portfolio Update: Clarity at Last
Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and

prism crm  America ERP through the prism of Sage's Enrich, Connect, and Grow strategic framework, Enrich is about maximizing performance of existing assets. To that end, Sage has made major efforts to shore up its existing install base. Using an internally adopted Net Promoter Score (NPS) ( briefly described in our blog series ) on a scale of 1 to 10, Sage has reportedly grown so-called evangelists (customers answering 9 or 10) by 5 percent, while at the same time reducing so-called detractors (customers who

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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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AccountMate Software An International Product No One Knew About Part Two: Applications, Competitive Analysis, and User Recommendations


AccountMate Software has been a player in the middle market for over twenty years. In the past several years it has been acquired by several global companies. Recently AccountMate's management has purchased the company and once again it is independent and able to chart its own course.

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Baan Seeking A New Foster Home -- A Déjà vu Or Not Quite? Part Three: Market Impact and User Recommendations


Baan's focus on discrete manufacturing has not been a close fit with Invensys' plant automation products that have been geared mostly to process industries. To that end, Invensys has had a nightmarish job of trying to rationalize Baan and its process ERP counterparts, Protean and PRISM, development - strategy abandonment has been a catchphrase of late. Thus, while the savvy buyer will obtain much improved technology and large customer base in need for new products, the overriding problem has been the lingering negative sentiment around the company, as viability of the vendor is of utmost importance in the enterprise applications space.

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Evolutionary Technologies Does EAI (Always Did, We Just Didn’t Call It That)


Evolutionary Technologies (ETI) has announced the newest release of their flagship product, ETI•EXTRACT Tool Suite Release 4.2. ETI·Extract has long been well known as an ETL (extract/transform/load) tool, only recently have companies begun to realize that data extraction and consolidation are key underpinnings for EAI efforts, proven by the fact that ETI’s year-over-year Q4 revenue in the Americas increased by 20%.

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Ross Systems Continues To Slip, But Pledges to Fight Tooth And Claw


Ross Systems' transition from ERP to e-commerce continues to be daunting. On November 14, the company announced yet another disappointing quarterly report owing to all but dried up license revenue. The company also announced how it plans to turn the tide.

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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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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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.

prism crm   Read More