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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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 selling crm to investment managers


Getting Back to Selling
Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how

selling crm to investment managers  BIC have included guided selling in their future sales management strategies and 63% of the BIC plan on increasing the use of in-product training - that is, sales methodologies and mentoring within a CRM or SFA system. These types of enablers are information-based, yet process driven. As process enablers move to ubiquity, and information enablers become more prevalent, leading organizations will undoubtedly develop new and differentiating information processes. Appendix A: Research Methodology Between

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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  

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A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

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How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

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Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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Epicor HCM Express Allows Companies to Go From Bare Bones to Full Functionality


Epicor HCM Express is an interesting option for small businesses that are taking their first steps toward adopting a human resources information system (HRIS). TEC Research Analyst Raluca Druta shows you how the Epicor product allows companies to go from bare bones to full HR functionality.

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Medallia to Offer New Text Analytics Functionality to Its Customer Experience Management Suite


The best way to capture customer experience is without a doubt the ability to interpret real customer sentiment, which is reason enough for Medallia to include text analytics capabilities to its already well-known Customer Experience Management Suite (CEM). Points of note: this offering integrates fully with Medallia’s CEM solution. The vendor touts its ease of use, as well as the ability for

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How To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients


In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider.

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How to Create Dashboards People Love to Use


Dashboards have become a standard business tool over the last decade. Dozens of dashboard-building solutions have sprung up to meet the demand. Yet in the flurry of technology and enthusiasm, little attention has been paid to how to design focused, thoughtful, and user-friendly dashboards. This guide will show you concepts and best practices for creating a high-impact dashboard that people love to use.

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Ariba to Leave Integration to Specialists


E-purchasing vendor Ariba chooses Tibco Software to integrate back-end programs.

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How to Get Closer to Your Best Customers


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