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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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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.
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 rfp template for crm


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

rfp template for crm  document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your CRM for Financial and Insurance Markets software project. Use this template to gather your CRM for Financial and Insurance Markets requirements, build RFIs and RFPs, and track the progress of your software implementation. Gather Your CRM for Financial and Insurance Markets Requirements Quickly and Effectively Identify and prioritize the features and functions you need ins

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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 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  

Evaluate Now

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4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

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Evaluating SaaS Solutions: A Checklist for Small and Midsized Enterprises


This paper from Saugatuck Technology discusses relevant criteria for evaluating SaaS solutions targeting small and midsize firms, and raises key questions that should be asked. It is important to ensure that a SaaS solution is well aligned with business requirements, and can accommodate change and growth. The paper also provides an evaluation template for executives to use in conducting evaluations of SaaS solutions.

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JDA Portfolio: For the Retail Industry Part Six: ERP Vendors and User Recommendations


ERP vendors promise products linking to financial and manufacturing systems (which logically, is currently the vendor's own system) and include collaborative SRM and PLM capabilities and links to CRM systems. JDA and others must simplify their integration framework strategies and JDA must focus on data synchronization to offer a truly differentiating collaboration product.

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Customer Relationship Management (CRM) RFI/RFP Template


Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

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PTC Windchill 10 for Core PLM for Discrete Industries Certification Report


PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries 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 is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

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Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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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Support for Old Releases-Good for the User but Is It Good for the Vendor?


The decision to support older releases is like any other business decision, it is all about the money and profitability. If the vendor can make money at providing support for older releases, it is good business for the vendor. The decision may be sugar-coated with pronouncements about doing what is good for the customer, but both the vendor and the customers know that the first consideration must be the money.

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IBS Enterprise7 for Enterprise Resource Planning for Distribution Certification Report


The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP 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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The Benefits of Selecting a CRM Implementation Partner


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