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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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 choosing crm tools


Choosing the Best CRM for Your Organization
It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today@ranging from customized to

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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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CRM: A Business Imperative during the Economic Downturn


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When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

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10 Fundamental Strategies for Choosing the Right ERP Finance and Accounting Solution for Your Company


Big-name vendors are competing with those that have long catered to midsized enterprises. With a little savvy, midsize companies can make the dynamic enterprise resource planning (ERP) market work to their advantage. Learn the industry’s top 10 strategies to grow your company and revenue by upgrading from an out-of-the-box finance solution to one that better connects systems and processes throughout your business.

choosing crm tools  to 10 Strategies for Choosing the Right ERP Finance and Accounting Solution For Your Company : accounting | accounting architect | accounting benefits | accounting checklist | accounting design process | accounting implementation | accounting module | accounting operations | accounting packages integrated business | accounting packages | accounting planning | accounting procedures | accounting process application | accounting process management | accounting process | accounting production planning | Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


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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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Mediacore CRM


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choosing crm tools  CRM Mediacore CRM provides a platform to support marketing, sales, and service activities. The software uses a consolidated customer database to obtain an overview of all business activity at any time. Read More

A Guide to Software Test Tools


Testing a system well is harder than building it. In the face of new risks introduced by the ever-increasing complexity of software and hardware, test tools may be your only practical way to be confident that you've got just what you paid for. From gathering the initial requirements to supporting the system after it has been deployed, test tools are available to support all phases of a project. This article looks at the ways that test tools can be used to design, code, and (of course) test a system.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

choosing crm tools  Big is Not Always the Best CRM: Big is Not Always the Best If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Now, because your sales, marketing, customer service and management departments have all the information they need, they're able to run with it. With Oncontact CRM, they can make quick, informed decisions every time they communicate with a prospect or customer. Source : Oncontact Software Resources Related to CRM: Big is Not Read More

10 Strategies for Choosing a Midmarket ERP Solution


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choosing crm tools  Strategies for Choosing a Midmarket ERP Solution 10 Strategies for Choosing a Midmarket ERP Solution There's never been a better time to be in the market for an enterprise resource planning (ERP) system. ERP vendors are going all out for your business. Even tier-1 giants like Oracle, Microsoft, and SAP are aggressively marketing ERP solutions to midsized and smaller companies. But what strategies should you employ to get the most for your dollars? Find out in 10 Strategies for Choosing a Midmarket ERP Read More

Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

choosing crm tools  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

choosing crm tools  CRM: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

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.

choosing crm tools  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

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

choosing crm tools  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

choosing crm tools  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential Read More