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Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...
you can get a ranking of the latest CRM solutions based on your company's needs and characteristics, including its size, industry, business model, geographical markets, IT platform and requirements, etc. And this includes solutions from leading CRM vendors such as Microsoft, Epicor, Exact, Sage, NetSuite, CDC Software, and others. Why spend days or weeks comparing CRM solutions the hard way, when you can visit TEC's CRM Evaluation Center and get an idea of the best-fit CRM solutions for your company in
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 Respons...
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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&n...
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Documents related to
Oncontact Software develops CRM software for mid-market companies. Client Management Software (CMS), Oncontact Software's CRM solution for automating the
Software Oncontact Software develops CRM software for mid-market companies. Client Management Software (CMS), Oncontact Software's CRM solution for automating the sales, marketing, and service areas of an organization, can be run in a Windows or web environment. ClientNet and PartnerNet are Oncontact Software's audience-specific web portals that enable a company to share information with all business channels. Oncontact Software is a privately held company with a presence throughout North America,
IMI, IBM Take First Step in Third Quarter
Six months after announcing its partnership with IBM, Industri-Matematik posted positive license growth in its third fiscal quarter ended January 31, 2000 but
revenues exceeded $100 million, ranking it first among supply chain execution software vendors. Since then, four-quarter total revenues have dropped 27%. The main cause of IMI's declining fortunes centers on its exclusive arrangement with Oracle Corporation, a relationship that brought IMI decreasing license revenues in 1998 and 1999. Companies in the consumer packaged goods sector, the target of the Oracle joint marketing agreement, cut back spending on large-scale IT projects as they diverted funds to
In 2004, recognizing the need for automated sales compensation management in the mid-market and the potential of the software as a service (SaaS) delivery
with visibility into attainment, ranking, and commission earnings data. Compel features integration with salesforce.com and other customer relationship management (CRM) systems to enable sales representatives and their managers to forecast commission earnings based on opportunities in their pipeline.
CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a
common office productivity software. Ranking, scoring and quantifying differences between vendors requires decision support software specifically designed analyze rated data. To illustrate the value of knowledge base assisted selections we will compare the results of three vendors in TEC's knowledge base. This is Part Two of a two-part tutorial on CRM selection. Part One detailed the challenges faced by companies when selecting a CRM solution. TEC's CRM Knowledge Base The criteria in the knowledge base
YOur CRM Solution in Our 2011 CRM Buyer's Guide
Find out about listing andsponsorship options. To learn more aboutsponsorship opportunities, please complete this brief questionnaire or contact us...
CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software
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
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.
BizAutomation CRM + Business Management
BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have
CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via
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
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 CRM is not social and why social CRM (SCRM) is
TEC 2011 CRM Buyer's Guide
The new TEC 2011 CRM Buyer's Guide makes it easy.
2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest
CRM Your Salespeople Will Love
Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...
Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system y
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
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
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in
CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them
CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use
Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business
CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize
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