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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 technology crm software

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  

Evaluate Now

Documents related to » technology crm software

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.

technology crm software  Aplicor A+ Notes The technology did not fit our needs, and the salesperson was kind enough to direct me to another CRM vendor that would be more fitting.   NetSuite C Notes Sales rep was very argumentative. When we asked for accounting bucketing (combining elements based on weight and size), we were told it cannot be done. We have to provide them with tax tables and customized quote form.   Oncontact B Notes System navigation console looked good at first glance (functionality was not available for g Read More

Onyx Software: CRM Vendor Battling For Viability


Onyx Software is one of the few direct competitors of Siebel Systems with a solid chance at long-term success in the CRM market. A strong customer focus and a commitment to a 100% web-based architecture are just two of its critical success factors. Find out how Onyx is staking its claim.

technology crm software  a data center, process technology (technology that tracks customer interactions across company divisions and routes customer data to the appropriate division), an interface framework that manages the user interface for the other three components mentioned below, and an integration framework to tie Onyx''s front end applications to other vendor''s back end (ERP and other) systems. Customer Portal - This application allows organizations to provide personalized marketing, e-commerce, and service functions to t Read More

Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

technology crm software  Software Expands Its CRM Functionality Event Summary Early this year, TEC reviewed InterAction CRM software from Interface Software for its data quality features , which play an important role in customer retention. While our previous review indicated a lack of new CRM features, Interface Software is now striking back with additional modules to meet specific professional service automation (PSA) vertical needs. InterAction 5 was developed to provide additional functionality to further enhance Read More

Helping Companies with ERP Software Selections using Unbiased Expertise and Leading Edge Technology


M&M Business Solutions, a Meaden & Moore Company, and Technology Evaluation Centers (TEC) launch an alliance to help companies select the right software application by using leading-edge technology to provide unbiased, experienced consultation for ERP software selection projects.

technology crm software  Expertise and Leading Edge Technology Helping Companies with ERP Software Selections using Unbiased Expertise and Leading Edge Technology Cleveland, November 1, 2005 M&M Business Solutions, a Meaden & Moore Company, and Technology Evaluation Centers (TEC) launch an alliance to help companies select the right software application by using leading-edge technology to provide unbiased, experienced consultation for ERP software selection projects. M&M Business Solutions, a Meaden & Moore company ( www.meadenmo Read More

A Software-as-a-service Primer for Independent Software Vendors


Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness.

technology crm software  Vendors Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness. Read More

Year in Review: Top Enterprise Software News and Trends for 2011


With 2011 just about under wraps, we asked our experts to weigh in on this year’s trends and enterprise software news-makers. Read this article to get their takes on 2011's biggest stories in the enterprise software industry, the year's hottest trends, and more. Log in to read now.

technology crm software  because of the added technology and expertise that positions SAP as a serious HCM contender for 2012.   Philippe Reney, SCM Research Analyst 2011 was the year when supply chains bent sharply and broke. Lean has been on the lips of chief executive officers (CEOs) since the 2008–2009 recession, and 2011 marked even stronger consolidation and integration of supply chains so as to handle fluctuating demand. Despite a slow and mitigated economic recovery, businesses in 2011 were far more attuned to Read More

Software Solutions: Outsourcing, Applications Software Competitor Analysis Report


The outsourcing application software knowledge base criteria are appropriate for selecting outsource providers in the area of business software development. It includes all activities performed by outsource providers including software development; software maintenance; software reengineering or rearchitecting; porting software to a new platform; and more.

technology crm software   Read More

The Complete Buyer's Guide for Payroll Software


When selecting and deploying a new payroll software solution, there are many factors to take into consideration, including timing, data transfer and conversion, and side-by-side processing. In addition to specific software features and functionality, it’s important to choose a vendor known for experience in the payroll software industry. Read this guide by Sage to gain useful information before buying a software solution.

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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.

technology crm software  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. Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

technology crm software  ERP & CRM Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, Read More

3C Software


3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems.

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Pronto Software Limited


For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like you.  Your business is our business, so we’ll make sure that, rather than offering you anything off the shelf, we’ll listen to exactly what it is you need. By understanding where you are, we can understand where we can take you. Next, we adapt what we already have to make sure it fits your  business perfectly. We know that the best solutions are the product of revisions and improvements, fine-tuning and perfecting. That’s why our support services are always on hand to field questions and spot opportunities. To back them up, we’ve also built up an online knowledge base, with contributions from staff, industry experts, and Pronto Xi customers just like you. Finally, we reveal a solution that we know will help you take your business to the next level. Our easy-to-use software, fully integrated with IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie.

technology crm software  IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie. Read More

Software Evaluation and Software Selection


Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an enterprise’s needs, what-if scenarios, and supporting graphics and reports are essential when making a software selection.

technology crm software  measured against different offers. Technology Evaluation Centers ( TEC ) suggests that organizations engage modern decision support tools to compare solutions before structuring their RFPs. Doing so will help create an appropriate shortlist of vendors to consider in more detail. How a vendor ranks, however, depends on how well it can satisfy an organization''s priorities. There are a number of analyst firms and other companies offering comparison and evaluation tools and services, including The CRM Matrix Read More

Expandable Software


Founded in 1983, Expandable Software, Inc. develops, markets, and supports an integrated manufacturing enterprise resource planning (ERP). The company's implementation process is performed exclusively with direct employees of the company. Expandable's customers-which range from start-ups to growing manufacturers with annual revenues approaching the billion-dollar mark-manufacture a variety of products including medical devices, electronics, and consumer goods. Expandable is headquartered in Santa Clara, California (US), with offices in California (US), Medway, Massachusetts (US), and New Albany, Ohio (US).

technology crm software  erp manufacturing software,erp software implementation,erp software vendor,expandable software,expandable software inc Read More