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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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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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 small crm


Hosted CRM and PBX Buyer's Guides for Small and Midsized Companies
If you've heard that a hosted pbx phone system is a smart, cost-efficient option for small to midsized businesses, but would like to know more abo...

small crm  smart, cost-efficient option for small to midsized businesses, but would like to know more about it, the Hosted CRM Buyer's Guide and the Hosted PBX Systems Buyer's Guide are for you. In clear, straightforward language, this guide will fill you in on the basics of hosted CRM phone systems and the hosted PBX phone systems, the benefits they offer your company, the choices you have in terms of features and options, and even the questions to ask before you buy. With the hosted CRM guide, you'll learn about

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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

Small Business Software (SBS)

The Small Business Software (SBS) evaluation model targets functional requirements for fully featured solutions designed to support all business requirements of a typical small business. Extending beyond mere accounting functions, it is primarily applicable to those businesses for which full-scale ERP software may be too complex or cumbersome. However, the model of SBS solutions includes all the essential categories such as General Ledger, Accounts Payable (A/P) and Accounts Receivable (A/R), Payroll, Job and Project Costing, Multinational Accounting, Light Manufacturing, Inventory, Technology, and much more. 

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Documents related to » small crm

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses


At one time, CRM systems required a massive software investment that only the largest organizations could afford, with complex custom integrations and user interfaces that required weeks or months of training and dedicated in-house IT staff. But today, affordable, user-friendly CRM applications that are made specifically with small businesses in mind are easily available.

This is good news for small businesses, but it creates a new challenge: How do you select the best CRM application for your organization?

This white paper gives four key considerations for choosing a CRM solution, and outlines the main benefits of "going CRM" (and the features and capabilities that make them possible) based on a recent survey of more than 1,200 small business CRM users.

If your company has outgrown Excel, and using email to track your customers has become overwhelming, it's more than likely time to move to a CRM application. Read this white paper for tips on what to look for in a CRM application that will take your business to the next level.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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Strategies for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises


In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology.

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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