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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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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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 crm business process methodology

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 business process methodology

Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise


Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the automation of business processes. SAP is an established leader in addressing the needs of large enterprises. Building on that performance and identified best practices, SAP built and launched SAP Business One. SAP Business One was designed to offer small and medium businesses the same business streamlining and efficiencies at a scale and scope appropriate to their needs. IDC recently interviewed a number of companies that have successfully deployed SAP Business One. The purpose of our interviews was to determine what impact the software had on their productivity and cost reduction.

crm business process methodology  Streamline Business Processes | CRM Business Processes | CRM Automating Business Processes | CRM Business Development Processes | CRM Business Intelligence Process | CRM Business Planning Process | CRM Business Process Analysis | CRM Business Process Architecture | CRM Business Process Automation | CRM Business Process Change | CRM Business Process Data | CRM Business Process Definition | CRM Business Process Development | CRM Business Process Engineering | CRM Business Process Flow | CRM Business Read More

Evaluating Enterprise Software - Business Process or Feature/Function-Based Approach? All the above, Perhaps?


Owing to learning from the past experiences and to the help of specialized selection service providers, selecting an enterprise package has to a degree, become a routine occurrence in the life of an IT organization. Recently however, there has been much noise created by some pundits and vendors belittling the supposedly "archaic" way of selecting software through functions and features. Contrary to that, they would rather sell "business processes" or "solutions," further confusing the already overwhelmed customer. The nagging doubts and questions like "Have we been selecting software the wrong way all this time?!" naturally abound.

crm business process methodology  (WMS), customer resource management (CRM), product lifecycle management (PLM), enterprise asset management (EAM) and so on. Then, typically, a service should allow you to: Provide a list of commonly found features and functions by department, process, and module, thereby minimizing the aforementioned user reluctance to complete this necessary documentation. Rank the importance of function areas such as financial management, production, and customer service. Select the required lower-level functions and Read More

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.

crm business process methodology  Responsible Software Selection | CRM Business Software Selection | CRM Software Selection Guide | CRM Software Selection Tool | CRM Software Selection Website | CRM Maintenance Software Selection | CRM Software Selection Advice | CRM Software Vendor Selection | CRM Software Selection Checklist | CRM Software Selection Requirements | CRM Software Systems Selection | CRM Software Selection Information | CRM Powerful Software Selection | CRM Accounting Software Selection | CRM Successful Software Selection Read More

TEC Presents Software Evaluation Methodology at Gartner's Small Business Vision Event in Toronto


According to Gartner, 70 percent of IT projects fail or fall short of expectations. With the SMB market spending over $400 billion (USD) annually, event attendees targeting this immense market were most responsive to TEC's stated objective of assisting SMBs in complex evaluations of enterprise software.

crm business process methodology  centers, ranging from ERP, CRM, and SCM, to business intelligence, that contain thousands of detailed criteria on over 500 technology solutions. TEC receives over 1.7 million visitors per month to its sites, and millions of page views per month are generated by a global audience of senior c-level and VP executives, technology and functional managers, consultants, and IT professionals. For more information, see the company''s web site http://www.TechnologyEvaluation.com/press . Read More

High Failure Rate of Business Software Implementations Drives Vendors to TEC Certification Process


Montreal, Canada – May 10, 2011 – Technology Evaluation Centers (TEC) today announced that a record 220-plus enterprise software solutions have earned TEC Certification. Software solutions bearing the TEC Certified seal undergo a rigorous verification process by TEC research analysts—providing independent confirmation that the solutions live up to functionality claims made by the vendor. With a high failure rate of software implementations (TEC reports that up to 70 percent fail to meet objectives), vendors are responding to the demands of their prospects and clients for more clarity and certainty in their software selection processes.

crm business process methodology  major software category (ERP, CRM, SCM, accounting, PLM, BI, business performance management, HR, and more). TEC’s certification process is the most detailed in the industry, rating software solutions by as many as 4,000 different functional criteria. TEC Certified solutions include products from top-tier vendors like SAP, Oracle, and Microsoft, as well as hundreds of midsized and best-of-breed vendors. For more information: Technology Evaluation Centers Inc. 740 St. Maurice, Montreal, Quebec Canada Read More

Addsum Business Software


Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US).

crm business process methodology  Business Software Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US). Read More

Product Life Cycle Management (PLM) in Process Part 2 Process PLM Motivation


This part of the series on Product Life Cycle Management in Process explores the business motivations by review business strategies.

crm business process methodology  Life Cycle Management (PLM) in Process Part 2 Process PLM Motivation Introduction In Part One of this series, we discussed Product Life Cycle Management as a proven concept in the discrete industries and as a growing concept in process. In this part, we explore the business motivations for PLM in process enterprises by reviewing business strategies. In part three, we will look at requirements for Process PLM decisions. The business strategies reviewed are: Accelerating Time-to-Market Increasing the Read More

Intellicus Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report


Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus's flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any type of organization. Certification ensures that Intellicus has demonstrated the platform's support for select real-world business processes, and that TEC analysts have reviewed the product's functionality against known benchmarks. Download the Intellicus certification report now for product analysis and in-depth analyst commentary.

crm business process methodology  Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus''s flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any Read More

Making Business Intelligence Easy: Collaborative Business Intelligence


The merging of BI and Web 2.0 technologies has given rise to the new concept of collaborative BI, a type of collaborative decision making (CDM) platform. Collaborative BI has been hailed by many as the answer to the persistent problem that, despite increasing amounts of money being spent on BI, many organizations are failing to utilize reporting and analytics effectively. Read this white paper to learn the essential features of a collaborative BI platform and how to enable collaborative BI in your organization.

crm business process methodology  Business Intelligence Easy: Collaborative Business Intelligence The merging of BI and Web 2.0 technologies has given rise to the new concept of collaborative BI, a type of collaborative decision making (CDM) platform. Collaborative BI has been hailed by many as the answer to the persistent problem that, despite increasing amounts of money being spent on BI, many organizations are failing to utilize reporting and analytics effectively. Read this white paper to learn the essential features of a Read More

The Business Value of Enterprise Business Intelligence


While BI continues to be closely aligned with sales analysis and reporting, more companies are evolving in their use of it to not only understand, predict and influence the behavior of their customers, but to plan, evaluate and monitor their supply chains. The ultimate goal: to drive performance improvements across their businesses. This paper focuses on the influence of Enterprise BI on manufacturing and distribution organizations.

crm business process methodology  Business Value of Enterprise Business Intelligence While BI continues to be closely aligned with sales analysis and reporting, more companies are evolving in their use of it to not only understand, predict and influence the behavior of their customers, but to plan, evaluate and monitor their supply chains. The ultimate goal: to drive performance improvements across their businesses. This paper focuses on the influence of Enterprise BI on manufacturing and distribution organizations. Read More

Extending Your SAP Applications to Better Manage Business Performance


IT professionals must fulfill a vast array of business user information needs in a fast-changing technical environment. To succeed, the technology companies choose must meet with a high rate of user adoption and satisfaction. Learn the challenges facing IT and find out how to provide users with the flexible, self-service business intelligence (BI) and planning capabilities that they need for performance management (PM).

crm business process methodology  Your SAP Applications to Better Manage Business Performance IT professionals must fulfill a vast array of business user information needs in a fast-changing technical environment. To succeed, the technology companies choose must meet with a high rate of user adoption and satisfaction. Learn the challenges facing IT and find out how to provide users with the flexible, self-service business intelligence (BI) and planning capabilities that they need for performance management (PM). Read More

SAP Business Suite, Powered by SAP HANA: Delivering Real-time Business Value


Becoming a real-time business requires managing daily business transactions of your core business processes in real time, and capturing data from new sources like social media or mobile apps. And you need to be able to analyze all this data. Ultimately, it requires people to be able to access real-time information on any device for immediate action. Read this white paper to learn about an in-memory platform and how it can you help create new business value.

crm business process methodology  Business Suite, Powered by SAP HANA: Delivering Real-time Business Value Becoming a real-time business requires managing daily business transactions of your core business processes in real time, and capturing data from new sources like social media or mobile apps. And you need to be able to analyze all this data. Ultimately, it requires people to be able to access real-time information on any device for immediate action. Read this white paper to learn about an in-memory platform and how it can you help Read More

Advanced Business Analytics Enable Better Decisions in Banking


Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the use of analytics and business intelligence (BI) for improving decision making in the banking industry. It also examines the benefits of prebuilt analytic applications for achieving this objective across functions in a banking organization.

crm business process methodology  Business Analytics Enable Better Decisions in Banking Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the use of analytics and business intelligence (BI) for improving decision making in the banking industry. It also examines the benefits of prebuilt analytic applications for achieving this objective across functions in a banking organization. Read More

Intellicus Enterprise Reporting and Business Insights Platform: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

crm business process methodology  Enterprise Reporting and Business Insights Platform: Business Intelligence (BI) Competitor Analysis Report This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

crm business process methodology  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It''s the only business suite that leverages a 100 percent browser-based Web interface via Read More