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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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 pronto crm


Pronto Xi Dimensions
PRONTO-Xi is an enterprise resource planning (ERP) solution designed to help companies maintain visibility over the extended enterprise@including field sales

pronto crm  Xi Dimensions PRONTO-Xi is an enterprise resource planning (ERP) solution designed to help companies maintain visibility over the extended enterprise—including field sales and technical staff—and closely manage the entire supply chain. It includes a business intelligence (BI) analytics tool that can help employees analyze data, interpret trends, and make decisions based on the most up-to-date information. PRONTO-Xi includes fully integrated business functionality covering: accounting, sales

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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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Top ERP, CRM, Accounting, HR, POS, CMMS-EAM Software Comparisons


To find out, simply use. TEC's ERP comparison reports to compare any three ERP manufacturing solutions of your choice.

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Enterprise Resource Planning Solutions for Growing Businesses


An ERP system is a major investment for any business, particularly a smaller one. A well-planned and implemented ERP system can change the way you do business and significantly improve profitability. But there are pitfalls if you have not prepared properly. In this white paper, Pronto Software outlines critical questions you need to consider in the search, evaluation, and implementation of an ERP solution for your business.

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Pronto Software, ERP Vendor


Pronto Software—Australian vendor of software meeting the needs of a range of vertical industries such as retail and food and beverage—wants to ensure it sustains profitable growth. To find partnerships with value-added resellers (VARs) in North America and in other markets, Pronto relies on Technology Evaluation Centers’ (TEC’s) software industry programs. Learn about the other ways Pronto benefits from using TEC.

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Pronto ERP 'Coming to America'


On November 29, Pronto Inc. announced its presence in North America, entering the ERP market with a complete breadth of offerings. The new company is a subsidiary of Australian based Prometheus Software Developments Pty. Ltd., a leading Far Eastern Internet and e-commerce enabled ERP provider.

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

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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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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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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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