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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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 samples of crm


How One Provider's Solution Covers the Bases of Price Optimization and Management
What are the solutions that enable Zilliant's customers to gain a better understanding of their markets' price response and translate this into more profitable

samples of crm  to get statistically valid samples. The resulting data can be used to interpolate how the market or specific segments will respond, since the product can unobtrusively monitor price quotations and orders as they occur, and thus record both wins and losses at each price point and at each price segment. Zilliant can then use this data to create price sensitivity curves in near real time. In addition to delivering pricing insights, price monitoring enables companies to gain insights into other areas of

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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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Case Study: Fetco Home Decor


Fetco Home Decor, designer and wholesaler of fashion frames and other décor products, was relying on Excel spreadsheets to perform its forecasting process. The lack of accuracy and accessibility resulted in ineffective forecasting—and higher-than-necessary inventory levels. After a quick implementation of a planning and forecasting solution, Fetco reduced inventory by 25 percent without affecting customer service levels.

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Recession? Steal Market Share by Increasing Customer Service!


During a recession, don’t follow the cost-cutting crowd. Of course, be frugal, but in areas that don’t touch the customer. Forget what everyone else is doing. Now isn’t the time to follow the masses—now is the time to make difficult decisions that will poise your company for unprecedented growth coming out of the downturn. Find out how to think and act for the long term—and emerge from the current economic stall a winner.

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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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Experiencing the Customer Experience: Listening to, Learning from, and Acting on the Voice of the Customer


To ensure a positive customer experience, companies must first learn what their customer values, and then determine how they are measuring up to those values. Obtaining and taking action on customer feedback is what customer experience management is all about.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Types of Project Management Communication: Part One of a Three-part Series


As with almost every business activity, the importance of communication cannot be overstated when managing projects. Examining the various phases of project management, it’s easy to see the importance of all types of communication at each phase. By taking a closer look at the main phases of project management listed below, we will discuss strategies to obtain both internal and

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Dynamics 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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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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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Never Was A Story Of More Woe Than This Of RJR And Nabisco


The complex maneuvers involved in RJR’s divestiture of Nabisco will prove simple compared to the efforts required to join Kraft and Nabisco in a way that ensures future success.

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