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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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 surado crm high availability


Surado CRM High Availability
This document provides system administrators and technical professionals an overview of how Surado SCM SQL Enterprise CRM Solution can be used in a High

surado crm high availability  an overview of how Surado SCM SQL Enterprise CRM Solution can be used in a High Availability Environment. This document assumes that you are planning on installing the Surado SCM SQL System on Windows NT 4.0 or Windows 2000 Advanced Server and will be using Microsoft's SQL Server as the primary database.

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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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Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

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Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

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Microsoft Releases Two Dynamics CRM Online Partner Updates


Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates, Dynamics CRM Online in Open (available as of February 1, 2015) and the Cloud CRM Competency (available on March 2, 2015).

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Epicor CRM Software for Retail a Popular Choice to Improve Customer Experience


With various packages of customer relationship management (CRM) software for retail available on the market, two retailers recently selected Epicor’s latest CRM software release, Epicor Retail CRM 7.0, with the goal of improving customer experience. Epicor’s CRM software for retail seems to be a popular choice.

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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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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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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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CRM Software Review: Pivotal CRM


This customer relationship management (CRM) software review report examines the CRM software by Aptean and its support for manufacturing industry customers against known benchmarks. It assesses Pivotal CRM by Aptean for customer relationship management functionality and reviews the product’s support capacity with a focus on:

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The report contains an independent analyst’s review of the CRM software based on a demonstration provided by Aptean. The review identifies the features of Pivotal CRM that distinguish it from other CRM solutions, including its partnership with QlikView to offer optimized intellectual property and data analytics capabilities and its ability to integrate with Aptean’s other ERP solutions. The analyst also outlines the software provider’s implementation process, support model, and target user base.

Pivotal CRM is a solution for manufacturing industry customers that is particularly ideal for clients in the financial services and discrete and process manufacturing sectors. Pivotal CRM provides CRM support to businesses through sales force automation, marketing management, and service management support.

Pivotal CRM achieved TEC certification status for its CRM software solution by completing TEC’s certification program, which includes a demonstration of the CRM software’s support for specific real-world business processes and a detailed functional benchmarking analysis.

Based on a demonstration of Pivotal CRM, a TEC analyst has assessed the CRM software’s features, evaluating the software against known industry benchmarks, to determine that Pivotal CRM is a strong CRM system

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how Aptean’s Pivotal CRM can help businesses achieve their customer relationship management objectives.

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