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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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 crm application


How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

crm application  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application

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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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Documents related to » crm application

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses


At one time, CRM systems required a massive software investment that only the largest organizations could afford, with complex custom integrations and user interfaces that required weeks or months of training and dedicated in-house IT staff. But today, affordable, user-friendly CRM applications that are made specifically with small businesses in mind are easily available.

This is good news for small businesses, but it creates a new challenge: How do you select the best CRM application for your organization?

This white paper gives four key considerations for choosing a CRM solution, and outlines the main benefits of "going CRM" (and the features and capabilities that make them possible) based on a recent survey of more than 1,200 small business CRM users.

If your company has outgrown Excel, and using email to track your customers has become overwhelming, it's more than likely time to move to a CRM application. Read this white paper for tips on what to look for in a CRM application that will take your business to the next level.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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What's Wrong With Application Software? Business Processes Cross Application Boundaries


The reality of today’s application environment is that no single application meets all of the needs of a business, or frequently even the needs of a single business process, so multiple applications must work together to support business processes.

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CRM Application Users Are Key to Project Success


For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.

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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 Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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