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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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 systame crm


Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

systame crm  interested in a custom system or outsourced services Reason for inquiry : Need to integrate multiple systems for operational efficiency Note: I skipped the technical questions because I am a hippie and I don’t understand that junk. Also, this is just a blog post, man. Life’s too short. Here’s a partial list of the CRM systems recommended by the Evaluation Center, as a result of my answers (note: links are not clickable):   (click to enlarge) Now I want to zoom in on CDC Pivotal CRM and NetSuite

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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: In Search of a Comprehensive CRM System


The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy)

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How to Choose a CRM System


When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your selection process. This guide is designed to help you build the business case for a CRM system, form an effective project team, ask the right questions, identify the challenges involved and much more.

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A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

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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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Matching the Correct Phone System to Your Business


Are you spending more time than you anticipated shopping for a new business phone system? This comprehensive listing reviews leading phone systems on the market for small-size businesses; medium-size businesses (includes both on-premises and hosted solutions); and enterprise-level businesses. This guide will help streamline your search for a new phone system, so you focus on those systems that are appropriate for your needs.

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6 Signs That You Need to Upgrade Your Business Phone System


In 6 Signs that You Need to Upgrade Your Business Phone System, you'll find 6 key questions to ask about your company's current phone system.

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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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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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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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