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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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 sales crm


Get Your Sales Team Going with Mobile CRM
As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

sales crm  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps

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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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Documents related to » sales crm

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Surado CRM Increasing Sales


The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness.

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The Impact of CRM and Sales Process: Monetizing the Value of Sales Effectiveness


To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals.

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How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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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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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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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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