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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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 tutorials crm


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

tutorials crm  video based online training tutorials Reporting, Data Warehousing and OLAP System delivered with library of packaged marketing reports Each report allows unlimited user-defined simple or complex queries Reports can be viewed online, printed or converted to PDF System includes marketing data warehouses for real-time online analytical processing (OLAP) OLAP reports can be edited, appended or created from scratch for recurring use   Appendix II: CRM Players and Portals Name Role Web Site Aplicor Provider

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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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xTupleCon 2014—Why Open Source ERP?


Award winning open source ERP vendor xTuple recently held its user conference—xTupleCon 2014—in its home town of Norfolk, VA. Educational sessions covered not just the xTuple products but also GitHub, common EDI challenges, tools to increase sales, and more. TEC's Ted Rohm takes a look at xTuple's development, open source philosophy, products, and plans for 2015, plus what feature Norfolk Forum speaker Steve Wozniak had to say on the future of computing.

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Deltek Costpoint


Deltek Costpoint® is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages, and reports on every aspect of a project business, including planning, estimating, proposals, budgets, expenses, indirect costs, purchasing, billing, regulatory compliance, and business performance. For companies looking for a complete end-to-end solution, Deltek provides a portfolio of Costpoint-compatible applications delivering specialized functionality which is completely integrated with Costpoint. Backed by Deltek's support and twenty-year track record of project software excellence, Costpoint businesses gain visibility and control over all aspects of their operation to improve business performance management, streamline operations and execution, and win new business.  

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Usability as an ERP Selection Criteria


Enterprise resource planning (ERP) software is often criticized for being complex and difficult to use—which puts up a barrier to receiving potential benefits. Systems with integrated search functionality and Web-like interfaces can make ERP solutions easier to use. Learn how to evaluate ERP software for its usability, so you can avoid investing in platforms that aren’t evolved toward usable and efficient interfaces.

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CPR on BPR: Long Live Business Process Reengineering Part 1: A Primer


Without sound business process analysis, design, and possible re-design or full-blown reengineering in place before you bring in technology, your CRM (or any IT) efforts are doomed to fail.

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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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SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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Top CRM for Financial Services


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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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CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

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