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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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 sre crm 1

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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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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CRM Best Practices Adoption


Customer relationship management (CRM) best practices aren’t well recognized by many companies. Disappointment with CRM systems usually results from poor strategies that don’t focus on a specific set of business capabilities to increase revenues or reduce costs. How well does your company stack up? Learn about CRM best practices, pinpoint the best opportunities for quick wins, and build an action plan to close the gaps.

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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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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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Using CRM to Sell More


When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how.

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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.

sre crm 1  crm software solutions,customer relationship management,custom crm system,define crm,redefining customer relationship management,crm based solution Read More

Microsoft Dynamics CRM by ERT


Microsoft is bringing Customer Relationship Management (CRM) software into a new era with Microsoft Dynamics CRM 2011. It is a flexible CRM solution that works the way your people do, works the way your business does, and works the way IT wants it to.Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 2011, an all-new Customer Relationship Management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft Dynamics CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook —the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works —and works very well— because it works the way your users already do, works the way your business already does, and works the way technology should.CRM is one of the most exciting and fastest growing concepts in business today. ERT Group’s CRM consultants can make it possible for your company to shift to a customer-centric focus by implementing a single, fully integrated CRM system.

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Microsoft Dynamics CRM Getting Rounded Out


With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report.

sre crm 1  Microsoft Dynamics CRM, MS Dynamics CRM, Microsoft Convergence 2014, CRM, customer relationship management software, Microsoft Dynamics Marketing, Microsoft Dynamics CRM online, Microsoft Social Learning, Microsoft Read More

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...

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PROS Cameleon CPQ Brings Predictive Pricing to Microsoft Dynamics CRM


PROS Inc. recently announced the availability of PROS Cameleon CPQ for Microsoft Dynamics CRM. The offering, with some brand new sales productivity capabilities, is touted as the only enterprise class configure, price, quote (CPQ) product with PROS' renowned price optimization for Microsoft Dynamics CRM, and was showcased at Microsoft Convergence 2015.

sre crm 1  industry watch, erp, crm, Microsoft Dynamics, cpq, Microsoft Convergence, PROS, Cameleon, ERP-CRM, ERP CRM Read More

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.

sre crm 1  CRM implementation, customer relationship management, CRM software, CRM for small and medium enterprises Read More

ERP and BI: When 1 + 1 = 3


Prompted by volatile markets and a troubled economy, the need to contain or reduce costs is key for small to medium-sized enterprises (SMEs). SMEs are turning to enterprise resource planning (ERP) or business intelligence (BI) solutions to provide control and visibility. Each provides value, but the marriage of the two becomes the perfect storm, igniting improved performance and visibility. This report discusses their synergistic relationship.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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CRM Essentials


CRM Essentials is a management consulting and advisory firm focusing on customer relationship management strategy and processes.

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